EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
OBWG
226
Onyx Bridge Wealth Group
New York
$437K 9,155 -521 -5%
BSB
227
Bangor Savings Bank
Maine
$425K 8,912 -1,685 -16%
WA
228
Wealth Alliance
New York
$421K 8,813 -4,706 -35%
LGWM
229
Litman Gregory Wealth Management
California
$419K 8,777 +3,793 +76%
BRWA
230
B. Riley Wealth Advisors
Florida
$414K 8,681 -7,397 -46%
DT
231
Diversified Trust
Tennessee
$412K 8,625 +725 +9%
LIA
232
LifePlan Investment Advisors
North Carolina
$406K 8,508 +309 +4%
BBW
233
Blue Barn Wealth
Utah
$405K 8,474 +78 +0.9%
WS
234
Wedbush Securities
California
$402K 8,426 -735 -8%
FMN
235
Financial Management Network
California
$397K 8,406 -743 -8%
GAM
236
Gould Asset Management
California
$394K 8,255 +235 +3%
SPWM
237
Spartan Planning & Wealth Management
North Carolina
$372K 7,785 +7,785 New
TC
238
TownSquare Capital
Utah
$369K 7,732 -1,902 -20%
OWMIAS
239
One Wealth Management Investment & Advisory Services
Florida
$369K 7,732 +7,732 New
PPW
240
Presilium Private Wealth
Pennsylvania
$347K 7,276 -1,155 -14%
AF
241
Advisornet Financial
Minnesota
$346K 7,244 -1,527 -17%
FWP
242
Falcon Wealth Planning
California
$341K 7,133 -2,495 -26%
SB
243
Strategic Blueprint
Georgia
$332K 6,959 -41 -0.6%
FFN
244
Focus Financial Network
Minnesota
$330K 6,921 -13,467 -66%
RPSA
245
Richard P. Slaughter Associates
Texas
$326K 6,837 -380 -5%
FFA
246
Farther Finance Advisors
California
$326K 6,832 -3,632 -35%
RFC
247
Regions Financial Corp
Alabama
$319K 6,690 +44 +0.7%
GM
248
GeoWealth Management
Illinois
$317K 6,649 +79 +1%
SQA
249
Simon Quick Advisors
New Jersey
$312K 6,528 -1,595 -20%
SFG
250
SNS Financial Group
Minnesota
$305K 6,394 -1,600 -20%
8 9
10
11 12