iShares ESG Aware US Aggregate Bond ETF
EAGG
365 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 168 increasing their positions, 117 reducing their positions, and 29 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 117
31% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 29
1% more funds holding
Funds holding: 363 → 365 (+2)
3.27% less ownership
Funds ownership: 86.13% → 82.86% (-3.3%)
10% less capital invested
Capital invested by funds: $3.09B → $2.77B (-$321M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$19.1M |
| 2 |
Jane Street
New York
|
+$15.6M |
| 3 |
JP Morgan Chase
New York
|
+$15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11M |
| 5 |
Morgan Stanley
New York
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$367M |
| 2 |
BlackRock
New York
|
-$17.1M |
| 3 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$5.58M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$3.23M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.77M |
EAGG Hedge Fund Activity: Q2 2024 in Review
365 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2024, worth a combined $2.77B — down 10% from $3.09B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EAGG positions and 29 closed out — a net gain of 9 holders — while 168 added to existing stakes and 117 trimmed.
The largest buyer was Betterment LLC, adding an estimated $19.1M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $367M.
- 365 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 363 in Q1 2024.
- Funds reported $2.77B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2024, down 10% quarter-over-quarter.
- 38 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2024 and 29 closed out, a net change of +9 holders.
- The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $19.1M added.
- The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2024.