IShares ESG Ownership
| EAGG Etf | USD 45.80 0.15 0.33% |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
IShares |
IShares Etf Ownership Analysis
IShares ESG is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 5135 constituents with avarage daily trading value of 237.6 K. The fund charges 0.1 percent management fee with a total expences of 0.11 percent of total asset. The fund retains about 7.4% of assets under management (AUM) in fixed income securities. iShares ESG Aggregate last dividend was 0.0487 per share. The index includes government-related bonds, corporate bonds, MBS, CMBS and ABS that are publicly offered for sale in the U.S. Ishares ESG is traded on NYSEARCA Exchange in the United States. To learn more about iShares ESG Aggregate call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares ESG , and the less return is expected.
Currency Exposure (%)
Investment Allocations (%)
Institutional Etf Holders for IShares ESG
| MMREX | Mainstay Esg Multi Asset | Mutual Fund | Mainstay |
| LEJKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LELAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LENAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| EAOA | iShares ESG Aware | Etf | Asset Allocation ETFs |
| LEPKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LENIX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEBAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEZAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEHKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEZKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEEIX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEHIX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEKIX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEVKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEJAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| EAOK | iShares ESG Aware | Etf | Asset Allocation ETFs |
| EAOM | iShares ESG Aware | Etf | Asset Allocation ETFs |
| LENKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LERAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEHAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| MMCEX | Mainstay Esg Multi Asset | Mutual Fund | Mainstay |
| LEWAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| MMPEX | Mainstay Esg Multi Asset | Mutual Fund | Mainstay |
| MMAEX | Mainstay Esg Multi Asset | Mutual Fund | Mainstay |
| LEVAX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| EAOR | iShares ESG Aware | Etf | Asset Allocation ETFs |
| LEKKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEGIX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
| LEWKX | Blackrock Lifepath Esg | Mutual Fund | BlackRock |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards IShares ESG in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, IShares ESG's short interest history, or implied volatility extrapolated from IShares ESG options trading.
Pair Trading with IShares ESG
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if IShares ESG position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in IShares ESG will appreciate offsetting losses from the drop in the long position's value.Moving together with IShares Etf
| 1.0 | BND | Vanguard Total Bond | PairCorr |
| 1.0 | AGG | iShares Core Aggregate | PairCorr |
| 1.0 | BIV | Vanguard Intermediate | PairCorr |
| 1.0 | SPAB | SPDR Portfolio Aggregate | PairCorr |
Moving against IShares Etf
| 0.82 | YCS | ProShares UltraShort Yen | PairCorr |
| 0.51 | DIG | ProShares Ultra Oil | PairCorr |
| 0.5 | IEO | iShares Oil Gas | PairCorr |
| 0.5 | FCG | First Trust Natural | PairCorr |
| 0.49 | NRGU | MicroSectors Big Oil | PairCorr |
The ability to find closely correlated positions to IShares ESG could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace IShares ESG when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back IShares ESG - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling iShares ESG Aggregate to buy it.
The correlation of IShares ESG is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as IShares ESG moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if iShares ESG Aggregate moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for IShares ESG can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in iShares ESG Aggregate. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the iShares ESG Aggregate information on this page should be used as a complementary analysis to other IShares ESG's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of iShares ESG Aggregate is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.