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iShares ESG Aware US Aggregate Bond ETF

399 hedge funds and large institutions have $3.02B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 198 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 96

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

7% more funds holding

Funds holding: 372399 (+27)

1% more capital invested

Capital invested by funds: $3B → $3.02B (+$19.4M)

0.32% less ownership

Funds ownership: 83.11%82.79% (-0.32%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
399
Holders Change
+27
Holders Change %
+7.26%
% of All Funds
5.26%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
198
Reduced
96
Closed
31
Calls
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$899M +$96.1M +2,034,884 +12%
JP Morgan Chase
2
JP Morgan Chase
New York
$327M -$8.32M -176,166 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M +$19M +402,670 +10%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$89.5M +$8.95M +189,543 +11%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$82.8M +$5.65M +119,616 +7%
BlackRock
6
BlackRock
New York
$77.1M -$27.6M -583,351 -26%
Goldman Sachs
7
Goldman Sachs
New York
$75.6M +$11.8M +248,843 +18%
LPL Financial
8
LPL Financial
California
$73.1M +$12.7M +268,389 +21%
Northern Trust
9
Northern Trust
Illinois
$66M +$6.9M +146,134 +11%
Raymond James Financial
10
Raymond James Financial
Florida
$52.1M +$53M +1,122,106 New
Ameriprise
11
Ameriprise
Minnesota
$41.9M -$2.49M -52,788 -6%
Betterment LLC
12
Betterment LLC
New York
$41.7M +$154K +3,256 +0.4%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$40.2M +$1.54M +32,631 +4%
M&T Bank
14
M&T Bank
New York
$32.9M +$731K +15,467 +2%
AA
15
Alesco Advisors
New York
$31.2M +$739K +15,646 +2%
KeyBank National Association
16
KeyBank National Association
Ohio
$30.1M +$433K +9,172 +1%
SWM
17
SigFig Wealth Management
California
$29.2M +$2.19M +46,278 +8%
WANY
18
Wealthspire Advisors (New York)
New York
$28.2M -$25.6M -541,915 -47%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.1M +$486K +10,286 +2%
Wells Fargo
20
Wells Fargo
California
$23.9M -$537K -11,358 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$22.2M +$1.91M +40,335 +9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$19.7M +$106K +2,247 +0.5%
AF
23
Allworth Financial
California
$18M +$633K +13,393 +4%
FNWM
24
Financial Network Wealth Management
Utah
$17.2M +$1.07M +22,560 +6%
SEI Investments
25
SEI Investments
Pennsylvania
$15.9M +$2.08M +43,931 +15%

EAGG Hedge Fund Activity: Q4 2024 in Review

399 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q4 2024, worth a combined $3.02B — up 0.65% from $3B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new EAGG positions and 31 closed out — a net gain of 32 holders — while 198 added to existing stakes and 96 trimmed.

The largest buyer was Bank of America, adding an estimated $96.1M. The largest seller was BlackRock, cutting an estimated $27.6M.

  • 399 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q4 2024, up from 372 in Q3 2024.
  • Funds reported $3.02B of iShares ESG Aware US Aggregate Bond ETF stock for Q4 2024, up 0.65% quarter-over-quarter.
  • 63 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q4 2024 and 31 closed out, a net change of +32 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q4 2024 was Bank of America, an estimated $96.1M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q4 2024 was BlackRock, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2024.