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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
226
Goodwin Investment Advisory
Georgia
$271K 5,648 +4,840 +599%
GM
227
GeoWealth Management
Illinois
$267K 5,558 +936 +20%
AG
228
Ascent Group
Virginia
$265K 5,515 +5,515 New
OC
229
Oakworth Capital
Alabama
$263K 5,477 – –
MLA
230
My Legacy Advisors
Oregon
$262K 5,452 +5,452 New
DP
231
Denver PWM
Colorado
$257K 5,384 -47 -0.9%
TF
232
TimeScale Financial
Massachusetts
$254K 5,285 -8,664 -62%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$252K 5,243 +5,243 New
BFP
234
Brewster Financial Planning
New York
$250K 5,194 – –
USCWA
235
U.S. Capital Wealth Advisors
Texas
$247K 5,132 +5,132 New
TNBTD
236
Trustmark National Bank Trust Department
Mississippi
$245K 5,092 +5,092 New
FWP
237
Falcon Wealth Planning
California
$240K 4,988 -90 -2%
BA
238
Bristlecone Advisors
Washington
$239K 4,982 +125 +3%
KFSC
239
Keystone Financial Services (Colorado)
Colorado
$235K 4,890 +4,890 New
EWA
240
EP Wealth Advisors
California
$234K 2,010 -16,765 -89%
ICM
241
IMS Capital Management
Oregon
$232K 4,818 – –
TDWM
242
Topel & Distasi Wealth Management
California
$231K 4,809 +4,809 New
OCM
243
One Capital Management
California
$230K 4,790 – –
RIA
244
Regal Investment Advisors
Michigan
$230K 4,787 +4,787 New
OWM
245
Opes Wealth Management
California
$229K 4,767 +135 +3%
VNA
246
Valley National Advisers
Pennsylvania
$225K 4,680 +2,205 +89%
V
247
Veritable
Delaware
$225K 4,673 – –
JC
248
JB Capital
Connecticut
$224K 4,659 +4,659 New
BFG
249
Buttonwood Financial Group
Missouri
$222K 4,622 +4,622 New
UB
250
UMB Bank
Missouri
$220K 4,569 – –
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