iShares ESG Aware US Aggregate Bond ETF
EAGG
74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.
2,600% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 1
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
48% more funds holding
Funds holding: 50 → 74 (+24)
37% more capital invested
Capital invested by funds: $115M → $157M (+$42.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.46% less ownership
Funds ownership: 73.29% → 66.83% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$8.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.07M |
| 3 |
Goldman Sachs
New York
|
+$4.07M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.58M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$736K |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$299K |
| 3 |
WS
Wedbush Securities
Los Angeles,
California
|
-$160K |
| 4 |
AA
Alesco Advisors
Pittsford,
New York
|
-$69.5K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
-$22K |
EAGG Hedge Fund Activity: Q1 2020 in Review
74 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2020, worth a combined $157M — up 37% from $115M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EAGG positions and 1 closed out — a net gain of 26 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $8.3M. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $736K.
- 74 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2020, up from 50 in Q4 2019.
- Funds reported $157M of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2020, up 37% quarter-over-quarter.
- 27 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2020 and 1 closed out, a net change of +26 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2020 was Jane Street, an estimated $8.3M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2020 was Patriot Financial Group Insurance Agency, an estimated $736K sold.
Based on aggregated 13F filings for Q1 2020.