iShares ESG Aware US Aggregate Bond ETF
EAGG
119 hedge funds and large institutions have $424M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 7 closing their positions.
4,429% more capital inflows, than outflows
Capital inflows: $239M | Capital outflows: $5.28M
1,060% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 5
457% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
39.26% more ownership
Funds ownership: 32.08% → 71.34% (+39%)
37% more funds holding
Funds holding: 87 → 119 (+32)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$115M |
| 2 |
BlackRock
New York
|
+$28.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.4M |
| 4 |
PO
Private Ocean
San Rafael,
California
|
+$11.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$2.56M |
| 2 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$690K |
| 3 |
TI
tru Independence
Portland,
Oregon
|
-$553K |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$402K |
| 5 |
SFO
Stokes Family Office
New Orleans,
Louisiana
|
-$350K |
EAGG Hedge Fund Activity: Q3 2020 in Review
119 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q3 2020, worth a combined $424M — up 122% from $191M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EAGG positions and 7 closed out — a net gain of 32 holders — while 58 added to existing stakes and 5 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $115M. The largest seller was Retirement Capital Strategies, cutting an estimated $2.56M.
- 119 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q3 2020, up from 87 in Q2 2020.
- Funds reported $424M of iShares ESG Aware US Aggregate Bond ETF stock for Q3 2020, up 122% quarter-over-quarter.
- 39 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q3 2020 and 7 closed out, a net change of +32 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q3 2020 was Northwestern Mutual Wealth Management, an estimated $115M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q3 2020 was Retirement Capital Strategies, an estimated $2.56M sold.
Based on aggregated 13F filings for Q3 2020.