iShares ESG Aware US Aggregate Bond ETF
EAGG
366 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 162 increasing their positions, 107 reducing their positions, and 16 closing their positions.
275% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 16
51% more repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 107
12% more funds holding
Funds holding: 326 → 366 (+40)
10% more capital invested
Capital invested by funds: $2.83B → $3.12B (+$291M)
0.09% more ownership
Funds ownership: 87.41% → 87.5% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27.3M |
| 2 |
JP Morgan Chase
New York
|
+$24.5M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$15.8M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$11.9M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$28M |
| 2 |
BlackRock
New York
|
-$14.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.61M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.47M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$3.74M |
EAGG Hedge Fund Activity: Q4 2023 in Review
366 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2023, worth a combined $3.12B — up 10% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new EAGG positions and 16 closed out — a net gain of 44 holders — while 162 added to existing stakes and 107 trimmed.
The largest buyer was Bank of America, adding an estimated $27.3M. The largest seller was Goldman Sachs, cutting an estimated $28M.
- 366 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2023, up from 326 in Q3 2023.
- Funds reported $3.12B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 60 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2023 and 16 closed out, a net change of +44 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2023 was Bank of America, an estimated $27.3M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2023 was Goldman Sachs, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2023.