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iShares ESG Aware US Aggregate Bond ETF
EAGG

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 16

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

16% more funds holding

Funds holding: 169 → 196 (+27)

16% more capital invested

Capital invested by funds: $1.06B → $1.23B (+$169M)

1.28% less ownership

Funds ownership: 82.39% → 81.11% (-1.3%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$52M
2
BlackRock
BlackRock
New York
+$32.4M
3
AA
Alesco Advisors
New York
+$20.1M
4
KeyBank National Association
KeyBank National Association
Ohio
+$13.8M
5
Jane Street
Jane Street
New York
+$6.58M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.3M
2
WS
Wedbush Securities
California
-$9.99M
3
Creative Planning
Creative Planning
Kansas
-$4.61M
4
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.51M
5
SFA
Sequoia Financial Advisors
Ohio
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
151
TimeScale Financial
Massachusetts
$234K +$123K +2,214 +109%
DP
152
Denver PWM
Colorado
$231K +$3.34K +60 +1%
CPWM
153
Cardinal Point Wealth Management
California
$226K +$228K +4,100 New
KAS
154
Kestra Advisory Services
Texas
$225K +$227K +4,084 New
CF
155
Corrigan Financial
Rhode Island
$213K +$215K +3,861 New
SPC
156
Sigma Planning Corp
Michigan
$212K +$214K +3,837 New
MA
157
Mutual Advisors
Nebraska
$204K -$39.7K -714 -16%
IA
158
IFP Advisors
Florida
$204K +$15.1K +272 +8%
PAS
159
Park Avenue Securities
New York
$203K +$205K +3,688 New
FCIM
160
Fairview Capital Investment Management
California
$202K – – –
APA
161
American Portfolios Advisors
New York
$179K +$127K +2,291 +241%
William Blair & Company
162
William Blair & Company
Illinois
$166K -$211K -3,797 -56%
AF
163
Advisornet Financial
Minnesota
$163K +$145K +2,604 +755%
Morgan Stanley
164
Morgan Stanley
New York
$158K – – –
BW
165
Bison Wealth
Georgia
$156K +$8.9K +160 +6%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$147K +$8.63K +155 +6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$128K +$130K +2,330 New
RIM
168
Rockbridge Investment Management
New York
$127K -$1.95K -35 -1%
BWM
169
BerganKDV Wealth Management
Minnesota
$127K – – –
AIM
170
Acropolis Investment Management
Missouri
$124K – – –
AF
171
Allworth Financial
California
$119K +$120K +2,153 New
SWM
172
Sugarloaf Wealth Management
Georgia
$96K – – –
WFA
173
Wells Financial Advisors
Massachusetts
$84K – – –
4FG
174
4Thought Financial Group
New York
$69K +$779 +14 +1%
FA
175
Flagstar Advisors
New York
$55K +$55.8K +1,003 New
5 6
7
8 9

EAGG Hedge Fund Activity: Q3 2021 in Review

196 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2021, worth a combined $1.23B — up 16% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new EAGG positions and 9 closed out — a net gain of 30 holders — while 107 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $52M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.3M sold.

  • 196 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2021, up from 169 in Q2 2021.
  • Funds reported $1.23B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 39 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2021 was Bank of America, an estimated $52M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2021 was Citadel Advisors, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2021.