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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAFN
226
First Affirmative Financial Network
Colorado
$280K 5,936 -612 -9%
MGIA
227
Moneta Group Investment Advisors
Missouri
$278K 5,904 -781 -12%
GM
228
GeoWealth Management
Illinois
$259K 5,496 -62 -1%
OC
229
Oakworth Capital
Alabama
$258K 5,477 – –
DP
230
Denver PWM
Colorado
$258K 5,507 +123 +2%
MFC
231
Morris Financial Concepts
South Carolina
$253K 5,363 +1,319 +33%
HPM
232
Hoxton Planning & Management
West Virginia
$253K 5,358 -11,429 -68%
TF
233
TimeScale Financial
Massachusetts
$248K 5,259 -26 -0.5%
BFG
234
Buttonwood Financial Group
Missouri
$247K 5,247 +625 +14%
USCWA
235
U.S. Capital Wealth Advisors
Texas
$242K 5,132 – –
B
236
Bridgeworth
Alabama
$241K 5,118 -544 -10%
TNBTD
237
Trustmark National Bank Trust Department
Mississippi
$240K 5,092 – –
BA
238
Bristlecone Advisors
Washington
$240K 5,082 +100 +2%
WCFA
239
Walkner Condon Financial Advisors
Wisconsin
$237K 5,016 +5,016 New
KAS
240
Kestra Advisory Services
Texas
$236K 4,997 +4,997 New
RIA
241
Regal Investment Advisors
Michigan
$232K 4,917 +130 +3%
TDWM
242
Topel & Distasi Wealth Management
California
$231K 4,893 +84 +2%
KFSC
243
Keystone Financial Services (Colorado)
Colorado
$231K 4,890 – –
BTI
244
Blue Trust Inc
Georgia
$228K 4,754 +509 +12%
ICM
245
IMS Capital Management
Oregon
$227K 4,818 – –
LGWM
246
Litman Gregory Wealth Management
California
$227K 4,809 +4,809 New
OCM
247
One Capital Management
California
$226K 4,790 – –
JC
248
JB Capital
Connecticut
$225K 4,777 +118 +3%
OWM
249
Opes Wealth Management
California
$225K 4,767 – –
CFD
250
Creative Financial Designs
Indiana
$221K 4,688 +4,688 New
8 9
10
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