We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

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: 1 → 4 (+3)

19% more funds holding

Funds holding: 196 → 234 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$47.4M
2
Goldman Sachs
Goldman Sachs
New York
+$31.7M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$28.3M
4
LPL Financial
LPL Financial
California
+$7.17M
5
AF
Allworth Financial
California
+$5.5M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.88M
2
Barclays
Barclays
United Kingdom
-$3.65M
3
AWA
Arkadios Wealth Advisors
Georgia
-$1.68M
4
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$1.17M
5
S
SignatureFD
Georgia
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
176
IMS Capital Management
Oregon
$266K +$13.8K +250 +5%
TDWM
177
Topel & Distasi Wealth Management
California
$265K +$264K +4,801 New
PAS
178
Park Avenue Securities
New York
$261K +$57.7K +1,048 +28%
UB
179
UMB Bank
Missouri
$252K +$251K +4,569 New
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$250K -$15.9K -289 -6%
FCB
181
First Command Bank
Texas
$243K – – –
FCFS
182
First Command Financial Services
Texas
$243K – – –
WWG
183
West Wealth Group
California
$242K +$241K +4,386 New
ATWA
184
Arbor Trust Wealth Advisors
Michigan
$240K – – –
WIA
185
World Investment Advisors
California
$231K – – –
TWM
186
Tradition Wealth Management
Minnesota
$229K +$190K +3,454 +502%
OCM
187
One Capital Management
California
$220K +$220K +3,990 New
BA
188
Bristlecone Advisors
Washington
$216K +$215K +3,915 New
SPC
189
Sigma Planning Corp
Michigan
$212K -$220 -4 -0.1%
ZF
190
Zhang Financial
Michigan
$211K +$210K +3,821 New
IA
191
IFP Advisors
Florida
$208K +$3.74K +68 +2%
EWA
192
EP Wealth Advisors
California
$208K +$207K +3,760 New
PFS
193
Prospera Financial Services
Texas
$204K +$204K +3,699 New
FCIM
194
Fairview Capital Investment Management
California
$202K – – –
Morgan Stanley
195
Morgan Stanley
New York
$201K +$42.3K +768 +27%
GIA
196
Goodwin Investment Advisory
Georgia
$190K +$190K +3,455 New
NFG
197
Next Financial Group
Texas
$183K +$144K +2,624 +376%
William Blair & Company
198
William Blair & Company
Illinois
$165K -$1.16K -21 -0.7%
AF
199
Advisornet Financial
Minnesota
$163K – – –
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$162K +$14.4K +261 +10%
6 7
8
9 10

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.