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iShares ESG Aware US Aggregate Bond ETF

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: 169196 (+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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$52K +$167 +3 +0.3%
AIP
177
Ameritas Investment Partners
Nebraska
$51K
MA
178
MUFG Americas
New York
$44K +$44.5K +800 New
NFG
179
Next Financial Group
Texas
$38K -$5.73K -103 -13%
BWL
180
Bogart Wealth LLC
Virginia
$38K
TWM
181
Tradition Wealth Management
Minnesota
$38K +$8.24K +148 +27%
FF
182
FourThought Financial
Florida
$25K +$1.17K +21 +5%
PAI
183
Pittenger & Anderson Inc
Nebraska
$24K
CIAS
184
Capital Investment Advisory Services
North Carolina
$20K
Citigroup
185
Citigroup
New York
$19K
SPIA
186
Steward Partners Investment Advisory
New York
$15K
GM
187
GeoWealth Management
Illinois
$10K +$4.23K +76 +72%
US Bancorp
188
US Bancorp
Minnesota
$9K +$9.18K +165 New
CCM
189
Covington Capital Management
California
$7K -$1.95K -35 -22%
PP
190
Pacifica Partners
Canada
$7K
CTC
191
Central Trust Company
Missouri
$6K +$5.9K +106 New
GRP
192
Global Retirement Partners
California
$4K +$4.45K +80 New
BCM
193
Bourgeon Capital Management
Connecticut
$2K
CA
194
Crewe Advisors
Utah
$1K
FCA
195
FinTrust Capital Advisors
South Carolina
$1K
Citadel Advisors
196
Citadel Advisors
Florida
-$13.3M -239,869 Closed
WS
197
Wedbush Securities
California
-$9.99M -180,614 Closed
SFA
198
Sequoia Financial Advisors
Ohio
-$425K -7,681 Closed
PFA
199
Pure Financial Advisors
California
-$354K -6,392 Closed
SWG
200
Summit Wealth Group
Vermont
-$220K -3,969 Closed

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.