iShares ESG Aware US Aggregate Bond ETF
EAGG
363 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 188 increasing their positions, 101 reducing their positions, and 23 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 101
26% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 23
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
1% less funds holding
Funds holding: 366 → 363 (-3)
1% less capital invested
Capital invested by funds: $3.12B → $3.09B (-$31.4M)
1.37% less ownership
Funds ownership: 87.5% → 86.13% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$17.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.67M |
| 4 |
BlackRock
New York
|
+$8.53M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$56.5M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$12.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.94M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$7.83M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$6.47M |
EAGG Hedge Fund Activity: Q1 2024 in Review
363 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2024, worth a combined $3.09B — down 1% from $3.12B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new EAGG positions and 23 closed out — a net gain of 6 holders — while 188 added to existing stakes and 101 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $17.6M. The largest seller was Ameriprise, cutting an estimated $56.5M.
- 363 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2024, down from 366 in Q4 2023.
- Funds reported $3.09B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2024, down 1% quarter-over-quarter.
- 29 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2024 and 23 closed out, a net change of +6 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2024 was JP Morgan Chase, an estimated $17.6M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2024 was Ameriprise, an estimated $56.5M sold.
Based on aggregated 13F filings for Q1 2024.