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iShares ESG Aware US Aggregate Bond ETF

364 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, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 167 | 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: 362364 (+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: 65 (-1)

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
5.26%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
38
Increased
167
Reduced
117
Closed
29
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
$789M +$11M +236,219 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$311M +$15M +323,764 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$183M +$906K +19,542 +0.5%
BlackRock
4
BlackRock
New York
$106M -$17.1M -368,409 -14%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$75.5M -$367M -7,923,236 -83%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$69.7M +$8.09M +174,448 +13%
Goldman Sachs
7
Goldman Sachs
New York
$61.5M +$647K +13,960 +1%
Northern Trust
8
Northern Trust
Illinois
$59.4M -$2.27M -48,898 -4%
LPL Financial
9
LPL Financial
California
$56M +$4.19M +90,393 +8%
Wells Fargo
10
Wells Fargo
California
$51.8M +$882K +19,024 +2%
Ameriprise
11
Ameriprise
Minnesota
$43.1M -$1.01M -21,758 -2%
Betterment LLC
12
Betterment LLC
New York
$39.6M +$19.1M +411,451 +94%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$38.6M -$2.77M -59,765 -7%
RJA
14
Raymond James & Associates
Florida
$37.7M +$3.11M +67,085 +9%
AA
15
Alesco Advisors
New York
$30.8M +$1.5M +32,408 +5%
M&T Bank
16
M&T Bank
New York
$30.2M -$13.4K -289 -0%
KeyBank National Association
17
KeyBank National Association
Ohio
$28.5M +$1.24M +26,708 +5%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$28.4M -$2.69M -58,043 -9%
PO
19
Private Ocean
California
$26.1M +$542K +11,687 +2%
SWM
20
SigFig Wealth Management
California
$24.2M +$2.94M +63,436 +14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$23.9M +$699K +15,080 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$19.5M +$1.26M +27,230 +7%
SEI Investments
23
SEI Investments
Pennsylvania
$17.6M +$3.41M +73,487 +24%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$17.2M +$1.07M +23,061 +7%
AF
25
Allworth Financial
California
$17M +$872K +18,802 +5%

EAGG Hedge Fund Activity: Q2 2024 in Review

364 of the 6,924 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 167 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.

  • 364 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2024, up from 362 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.