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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
RIM
201
Rockbridge Investment Management
New York
$162K +$34.9K +634 +28%
BAM
202
Belpointe Asset Management
Nevada
$145K +$144K +2,622 New
BWM
203
BerganKDV Wealth Management
Minnesota
$127K
Citigroup
204
Citigroup
New York
$124K +$105K +1,900 +543%
SWM
205
Sugarloaf Wealth Management
Georgia
$96K
SCA
206
Sandy Cove Advisors
Massachusetts
$95K +$94.9K +1,724 New
WFA
207
Wells Financial Advisors
Massachusetts
$84K
C
208
Covestor
United Kingdom
$82K +$81.6K +1,483 New
Qube Research & Technologies (QRT)
209
Qube Research & Technologies (QRT)
United Kingdom
$81K -$4.88M -88,629 -98%
AIP
210
Ameritas Investment Partners
Nebraska
$79K +$28.4K +517 +56%
HNB
211
Huntington National Bank
Ohio
$74K
4FG
212
4Thought Financial Group
New York
$70K +$935 +17 +1%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$56K +$3.85K +70 +7%
MA
214
MUFG Americas
New York
$55K +$11K +200 +25%
CA
215
CoreCap Advisors
Michigan
$55K +$55K +1,000 New
GC
216
Gould Capital
Washington
$44K +$43.5K +791 New
BWL
217
Bogart Wealth LLC
Virginia
$38K
FF
218
FourThought Financial
Florida
$25K -$605 -11 -2%
PAI
219
Pittenger & Anderson Inc
Nebraska
$25K +$1.38K +25 +6%
Jones Financial Companies
220
Jones Financial Companies
Missouri
$25K +$24.7K +449 New
RA
221
Rise Advisors
New York
$24.5K +$24.4K +444 New
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$1.17M -21,326 -98%
CIAS
223
Capital Investment Advisory Services
North Carolina
$20K
US Bancorp
224
US Bancorp
Minnesota
$18K +$8.8K +160 +97%
GM
225
GeoWealth Management
Illinois
$7K -$3.63K -66 -36%

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.