iShares ESG Aware US Aggregate Bond ETF
EAGG
316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.
87% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 87
32% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 22
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1% more funds holding
Funds holding: 312 → 316 (+4)
4% more capital invested
Capital invested by funds: $2.42B → $2.53B (+$109M)
0.97% less ownership
Funds ownership: 88.52% → 87.56% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$77.1M |
| 2 |
BlackRock
New York
|
+$10.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$10.3M |
| 4 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$10M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$9.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$24.7M |
| 2 |
Jane Street
New York
|
-$15.4M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$7.04M |
| 4 |
BIP
Blueprint Investment Partners
Greensboro,
North Carolina
|
-$2.69M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.18M |
EAGG Hedge Fund Activity: Q2 2023 in Review
316 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2023, worth a combined $2.53B — up 4.5% from $2.42B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EAGG positions and 22 closed out — a net gain of 7 holders — while 163 added to existing stakes and 87 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $77.1M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $24.7M sold.
- 316 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2023, up from 312 in Q1 2023.
- Funds reported $2.53B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2023, up 4.5% quarter-over-quarter.
- 29 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2023 and 22 closed out, a net change of +7 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $77.1M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2023 was International Assets Investment Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q2 2023.