iShares ESG Aware US Aggregate Bond ETF
EAGG
11 hedge funds and large institutions have $63M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
267% more funds holding
Funds holding: 3 → 11 (+8)
16% more capital invested
Capital invested by funds: $54.4M → $63M (+$8.6M)
10.9% more ownership
Funds ownership: 97.1% → 108% (+11%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$16.3M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.62M |
| 3 |
SCM
Stonehearth Capital Management
Danvers,
Massachusetts
|
+$556K |
| 4 |
Goldman Sachs
New York
|
+$202K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
+$170K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.5M |
| 2 |
Jane Street
New York
|
-$3.36M |
EAGG Hedge Fund Activity: Q1 2019 in Review
11 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2019, worth a combined $63M — up 16% from $54.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new EAGG positions and 1 closed out — a net gain of 8 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $16.3M. The largest seller was BlackRock, cutting an estimated $9.5M.
- 11 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2019, up from 3 in Q4 2018.
- Funds reported $63M of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2019, up 16% quarter-over-quarter.
- 9 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2019 and 1 closed out, a net change of +8 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $16.3M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2019 was BlackRock, an estimated $9.5M sold.
Based on aggregated 13F filings for Q1 2019.