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iShares ESG Aware US Aggregate Bond ETF

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 12

307% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 29

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

19% more funds holding

Funds holding: 196234 (+38)

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$234M)

3.7% more ownership

Funds ownership: 81.11%84.81% (+3.7%)

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1WM
151
1900 Wealth Management
Texas
$365K
AssetMark Inc
152
AssetMark Inc
California
$353K +$2.04K +37 +0.6%
BDFN
153
Bond & Devick Financial Network
Minnesota
$344K
BSB
154
Bangor Savings Bank
Maine
$340K -$87.3K -1,587 -21%
SP
155
Symmetry Partners
Connecticut
$340K +$338K +6,151 New
SWM
156
Spire Wealth Management
Virginia
$338K +$99.9K +1,816 +42%
FPCP
157
Fort Point Capital Partners
California
$332K +$331K +6,011 New
CF
158
Corrigan Financial
Rhode Island
$329K +$116K +2,104 +54%
GW
159
GW & Wade
Massachusetts
$324K +$55 +1 +0%
TPWA
160
TRUE Private Wealth Advisors
Oregon
$320K +$320K +5,814 New
MMA
161
Miracle Mile Advisors
California
$319K +$318K +5,774 New
DT
162
Diversified Trust
Tennessee
$317K -$10.5K -190 -3%
CPWMP
163
Cardinal Point Wealth Management Partners
California
$312K +$311K +5,650 New
UL
164
Unionview LLC
Washington
$307K +$306K +5,554 New
MWM
165
Mission Wealth Management
California
$303K +$302K +5,494 New
OC
166
Oakworth Capital
Alabama
$302K
FWM
167
Fingerlakes Wealth Management
New York
$299K +$300K +5,451 New
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$298K +$169K +3,080 +132%
RWRC
169
R.W. Roge & Company
New York
$295K +$1.26K +23 +0.4%
DP
170
Denver PWM
Colorado
$284K +$55.8K +1,014 +24%
V
171
Veritable
Delaware
$276K
BFP
172
Brewster Financial Planning
New York
$276K +$275K +4,994 New
G
173
GenTrust
Florida
$274K +$440 +8 +0.2%
LNC
174
Lincoln National Corp
Pennsylvania
$272K +$34.9K +634 +15%
BIA
175
Bigelow Investment Advisors
Maine
$271K -$34.1K -620 -11%

EAGG Hedge Fund Activity: Q4 2021 in Review

234 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2021, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new EAGG positions and 12 closed out — a net gain of 41 holders — while 118 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $47.4M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $4.88M.

  • 234 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2021, up from 196 in Q3 2021.
  • Funds reported $1.47B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2021, up 19% quarter-over-quarter.
  • 53 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2021 and 12 closed out, a net change of +41 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $47.4M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $4.88M sold.

Based on aggregated 13F filings for Q4 2021.