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iShares ESG Aware US Aggregate Bond ETF

169 hedge funds and large institutions have $1.06B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 87 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 31

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

14% more capital invested

Capital invested by funds: $933M → $1.06B (+$131M)

7% more funds holding

Funds holding: 158169 (+11)

2.85% more ownership

Funds ownership: 79.54%82.39% (+2.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
169
Holders Change
+11
Holders Change %
+6.96%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
87
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$387M +$39.6M +721,160 +12%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$118M +$1.88M +34,314 +2%
Goldman Sachs
3
Goldman Sachs
New York
$90M +$22.7M +412,421 +34%
BlackRock
4
BlackRock
New York
$59.8M +$6.1M +111,137 +11%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$39.4M +$3.06M +55,650 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$29.4M +$2.14M +38,909 +8%
Ameriprise
7
Ameriprise
Minnesota
$26M -$7.77M -141,500 -23%
PO
8
Private Ocean
California
$23.8M +$3.04M +55,351 +15%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$17.6M
SEI Investments
10
SEI Investments
Pennsylvania
$16.2M +$7.5M +136,640 +88%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$15.8M +$5.33M +97,069 +51%
M&T Bank
12
M&T Bank
New York
$13.8M +$85.1K +1,549 +0.6%
Citadel Advisors
13
Citadel Advisors
Florida
$13.3M +$12.8M +233,271 +3,535%
FNWM
14
Financial Network Wealth Management
Utah
$13.2M +$962K +17,514 +8%
Creative Planning
15
Creative Planning
Kansas
$10.6M +$10.6M +192,127 New
WS
16
Wedbush Securities
California
$9.99M +$1.14M +20,844 +13%
Betterment LLC
17
Betterment LLC
New York
$9.21M +$2.77M +50,363 +43%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$8.77M +$3.18M +57,970 +58%
MIS
19
Morningstar Investment Services
Illinois
$8.54M +$1.46M +26,616 +21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$6.84M -$68.1K -1,240 -1%
BCM
21
Brookstone Capital Management
Illinois
$6.32M +$1.45M +26,387 +30%
AC
22
Apella Capital
Connecticut
$5.95M +$885K +16,123 +18%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.99M +$546K +9,947 +12%
KeyBank National Association
24
KeyBank National Association
Ohio
$4.93M +$1.13M +20,486 +30%
UBS Group
25
UBS Group
Switzerland
$4.49M -$486K -8,847 -10%

EAGG Hedge Fund Activity: Q2 2021 in Review

169 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2021, worth a combined $1.06B — up 14% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EAGG positions and 16 closed out — a net gain of 12 holders — while 87 added to existing stakes and 31 trimmed.

The largest buyer was Bank of America, adding an estimated $39.6M. The largest seller was Stewardship Advisors, cutting an estimated $8.81M.

  • 169 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2021, up from 158 in Q1 2021.
  • Funds reported $1.06B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 28 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2021 and 16 closed out, a net change of +12 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $39.6M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2021 was Stewardship Advisors, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2021.