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iShares ESG Aware US Aggregate Bond ETF
EAGG

169 hedge funds and large institutions have $1.06B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $933M → $1.06B (+$131M)

7% more funds holding

Funds holding: 158 → 169 (+11)

2.85% more ownership

Funds ownership: 79.54% → 82.39% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
87
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$39.6M
2
Goldman Sachs
Goldman Sachs
New York
+$22.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.8M
4
Northern Trust
Northern Trust
Illinois
+$11.1M
5
Creative Planning
Creative Planning
Kansas
+$10.6M

Top Sellers

Rank Fund Capital Flow
1
SA
Stewardship Advisors
Pennsylvania
-$8.81M
2
Ameriprise
Ameriprise
Minnesota
-$7.77M
3
OMC
Old Mission Capital
Illinois
-$7.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
5
LPL Financial
LPL Financial
California
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
151
Next Financial Group
Texas
$44K – – –
BWL
152
Bogart Wealth LLC
Virginia
$38K +$37.7K +686 New
FPW
153
Flagship Private Wealth
Massachusetts
$36.6K +$110 +2 +0.3%
TWM
154
Tradition Wealth Management
Minnesota
$30K +$29.7K +540 New
FF
155
FourThought Financial
Florida
$24K – – –
PAI
156
Pittenger & Anderson Inc
Nebraska
$24K – – –
CIAS
157
Capital Investment Advisory Services
North Carolina
$20K – – –
AF
158
Advisornet Financial
Minnesota
$19K +$10.9K +199 +136%
Citigroup
159
Citigroup
New York
$19K +$19.2K +350 New
SPIA
160
Steward Partners Investment Advisory
New York
$15K – – –
CCM
161
Covington Capital Management
California
$9K – – –
PP
162
Pacifica Partners
Canada
$7K – – –
RBA
163
Richard Bernstein Advisors
New York
$6K +$5.71K +104 New
GM
164
GeoWealth Management
Illinois
$6K +$5.77K +105 New
BCM
165
Bourgeon Capital Management
Connecticut
$2K +$604 +11 +44%
CWA
166
Clearview Wealth Advisors
Oregon
$1K -$1.32K -24 -69%
CA
167
Crewe Advisors
Utah
$1K – – –
FCA
168
FinTrust Capital Advisors
South Carolina
$1K – – –
FFG
169
Ford Financial Group
California
$1K +$1.26K +23 New
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
– -$2.45M -44,837 Closed
Jane Street
171
Jane Street
New York
– -$1.08M -19,816 Closed
SPC
172
Sigma Planning Corp
Michigan
– -$536K -9,793 Closed
TSS
173
Two Sigma Securities
New York
– -$339K -6,195 Closed
FIG
174
FundX Investment Group
California
– -$210K -3,845 Closed
ACM
175
Advisors Capital Management
New Jersey
– -$206K -3,774 Closed
4 5 6
7
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EAGG Hedge Fund Activity: Q2 2021 in Review

169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2021, worth a combined $1.06B — up 14% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EAGG positions and 16 closed out — a net gain of 12 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Stewardship Advisors, cutting an estimated $8.81M.

  • 169 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $1.06B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 28 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2021 and 16 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $39.6M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2021 was Stewardship Advisors, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2021.