We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

364 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 117

31% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 29

1% more funds holding

Funds holding: 362364 (+2)

3.27% less ownership

Funds ownership: 86.13%82.86% (-3.3%)

10% less capital invested

Capital invested by funds: $3.09B → $2.77B (-$321M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
38
Increased
167
Reduced
117
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
151
NFP Retirement Inc
California
$974K
Prudential Financial
152
Prudential Financial
New Jersey
$955K -$50.7K -1,093 -5%
FF
153
Friedenthal Financial
New Jersey
$897K +$39K +841 +5%
LRIA
154
Leonard Rickey Investment Advisors
Washington
$883K +$878K +18,946 New
CPRC
155
Consolidated Portfolio Review Corp
New York
$880K -$63.6K -1,373 -7%
DADC
156
D.A. Davidson & Co
Montana
$862K +$16.3K +351 +2%
RIS
157
Retirement Income Solutions
Michigan
$842K -$527K -11,366 -39%
SWA
158
Stratos Wealth Advisors
Ohio
$841K +$59.8K +1,289 +8%
AWM
159
Ameliora Wealth Management
Switzerland
$839K +$339K +7,317 +68%
WWA
160
WCG Wealth Advisors
Nevada
$838K -$195K -4,196 -19%
PWM
161
Perigon Wealth Management
California
$834K +$311K +6,719 +60%
MGIA
162
Moneta Group Investment Advisors
Missouri
$821K +$72K +1,554 +10%
TWM
163
Tradition Wealth Management
Minnesota
$797K +$1.3K +28 +0.2%
PA
164
PFG Advisors
Arizona
$789K +$76K +1,639 +11%
CI
165
CX Institutional
Indiana
$787K -$92.6K -1,998 -11%
PSA
166
Plum Street Advisors
Louisiana
$786K -$77.3K -1,668 -9%
NCTC
167
New Covenant Trust Company
Indiana
$764K
CL
168
Choreo LLC
Illinois
$763K -$4.36K -94 -0.6%
Franklin Resources
169
Franklin Resources
California
$761K -$1.82M -39,172 -71%
IAIM
170
International Assets Investment Management
Florida
$755K -$48.6K -1,049 -6%
CHP
171
Cable Hill Partners
Oregon
$752K -$335K -7,229 -31%
KL
172
KilterHowling LLC
Colorado
$742K +$7.79K +168 +1%
WIA
173
World Investment Advisors
California
$738K -$18.2K -392 -2%
AAS
174
Avantax Advisory Services
Texas
$734K +$33.7K +728 +5%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$700K +$122K +2,642 +21%

EAGG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2024, worth a combined $2.77B — down 10% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new EAGG positions and 29 closed out — a net gain of 9 holders — while 167 added to existing stakes and 117 trimmed.

The largest buyer was Betterment LLC, adding an estimated $19.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $367M.

  • 364 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 362 in Q1 2024.
  • Funds reported $2.77B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
  • 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2024 and 29 closed out, a net change of +9 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $19.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2024.