iShares ESG Aware US Aggregate Bond ETF
EAGG
372 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 85 reducing their positions, and 22 closing their positions.
135% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 85
59% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 22
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
8% more capital invested
Capital invested by funds: $2.77B → $3B (+$229M)
2% more funds holding
Funds holding: 364 → 372 (+8)
0.25% more ownership
Funds ownership: 82.86% → 83.11% (+0.25%)
Top Buyers
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
+$55M |
| 2 |
JP Morgan Chase
New York
|
+$26.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$18.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.1M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$11.6M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$28M |
| 2 |
Jane Street
New York
|
-$15.6M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.73M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$6.1M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.45M |
EAGG Hedge Fund Activity: Q3 2024 in Review
372 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2024, worth a combined $3B — up 8.3% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new EAGG positions and 22 closed out — a net gain of 13 holders — while 200 added to existing stakes and 85 trimmed.
The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $55M. The largest seller was Wells Fargo, cutting an estimated $28M.
- 372 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2024, up from 364 in Q2 2024.
- Funds reported $3B of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2024, up 8.3% quarter-over-quarter.
- 35 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2024 and 22 closed out, a net change of +13 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2024 was Wealthspire Advisors (New York), an estimated $55M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2024 was Wells Fargo, an estimated $28M sold.
Based on aggregated 13F filings for Q3 2024.