iShares ESG Aware US Aggregate Bond ETF
EAGG
87 hedge funds and large institutions have $191M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
100% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 18
21% more capital invested
Capital invested by funds: $157M → $191M (+$33.7M)
18% more funds holding
Funds holding: 74 → 87 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.58% less ownership
Funds ownership: 66.83% → 61.25% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$19.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.63M |
| 3 |
JP Morgan Chase
New York
|
+$9.17M |
| 4 |
Goldman Sachs
New York
|
+$4.72M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22M |
| 2 |
Jane Street
New York
|
-$8.44M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.5M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.57M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.19M |
EAGG Hedge Fund Activity: Q2 2020 in Review
87 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2020, worth a combined $191M — up 21% from $157M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new EAGG positions and 11 closed out — a net gain of 13 holders — while 36 added to existing stakes and 18 trimmed.
The largest buyer was BlackRock, adding an estimated $19.7M. The largest seller was Envestnet Asset Management, cutting an estimated $22M.
- 87 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2020, up from 74 in Q1 2020.
- Funds reported $191M of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2020, up 21% quarter-over-quarter.
- 24 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2020 and 11 closed out, a net change of +13 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2020 was BlackRock, an estimated $19.7M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $22M sold.
Based on aggregated 13F filings for Q2 2020.