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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$52M |
| 2 |
BlackRock
New York
|
+$32.4M |
| 3 |
AA
Alesco Advisors
Pittsford,
New York
|
+$20.1M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$13.8M |
| 5 |
Jane Street
New York
|
+$6.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$13.3M |
| 2 |
WS
Wedbush Securities
Los Angeles,
California
|
-$9.99M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$4.61M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$1.51M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPW
201
Flagship Private Wealth
Woburn,
Massachusetts
| – | -$36.6K | -657 | Closed |
|
|
RBA
202
Richard Bernstein Advisors
New York
| – | -$6K | -104 | Closed |
|
|
FFG
203
Ford Financial Group
Fresno,
California
| – | -$1K | -23 | Closed |
|
|
CWA
204
Clearview Wealth Advisors
Salem,
Oregon
| – | -$1K | -11 | Closed |
|
205
Fidelity Investments
Boston,
Massachusetts
| – | +$56 | +1 | New |
|
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.