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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
11
Holders Change
+8
Holders Change %
+266.67%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$16.3M
2
RCS
Retirement Capital Strategies
California
+$1.62M
3
SCM
Stonehearth Capital Management
Massachusetts
+$556K
4
Goldman Sachs
Goldman Sachs
New York
+$202K
5
MWM
Mascoma Wealth Management
New Hampshire
+$170K

Top Sellers

1
BlackRock
BlackRock
New York
-$9.5M
2
Jane Street
Jane Street
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$42.6M -$9.5M -185,000 -19%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$17.6M +$16.3M +317,288 New
RCS
3
Retirement Capital Strategies
California
$1.64M +$1.62M +31,465 New
SCM
4
Stonehearth Capital Management
Massachusetts
$566K +$556K +10,832 New
Goldman Sachs
5
Goldman Sachs
New York
$205K +$202K +3,929 New
MWM
6
Mascoma Wealth Management
New Hampshire
$173K +$170K +3,306 New
FANJ
7
Financial Architects (New Jersey)
New Jersey
$170K +$55.3K +1,077 +50%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$96K +$94.9K +1,848 New
Bank of America
9
Bank of America
North Carolina
$25K +$24.4K +475 New
CGI
10
Cougar Global Investments
Ontario, Canada
$20K +$19.7K +383 New
RCAG
11
Rehmann Capital Advisory Group
Michigan
$9.76K +$9.6K +187 New
Jane Street
12
Jane Street
New York
– -$3.36M -65,928 Closed