EAGG icon

iShares ESG Aware US Aggregate Bond ETF

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$436K -$65.8K -1,398 -13%
PPW
227
Presilium Private Wealth
Pennsylvania
$430K +$88K +1,869 +26%
LGWM
228
Litman Gregory Wealth Management
California
$430K +$17.1K +363 +4%
BIP
229
Blueprint Investment Partners
North Carolina
$429K -$512K -10,884 -54%
LNC
230
Lincoln National Corp
Pennsylvania
$418K +$174K +3,692 +71%
WA
231
Wealth Alliance
New York
$416K +$1.27K +27 +0.3%
CAG
232
Curtis Advisory Group
California
$408K +$408K +8,672 New
DT
233
Diversified Trust
Tennessee
$406K
TFCP
234
Twin Focus Capital Partners
Massachusetts
$404K +$107K +2,280 +36%
BBW
235
Blue Barn Wealth
Utah
$401K +$2.02K +43 +0.5%
KAS
236
Kestra Advisory Services
Texas
$396K +$138K +2,922 +53%
FWP
237
Falcon Wealth Planning
California
$369K +$33.3K +708 +10%
FMN
238
Financial Management Network
California
$369K -$23.5K -503 -6%
TC
239
TownSquare Capital
Utah
$368K +$3.91K +83 +1%
BWS
240
Buck Wealth Strategies
Colorado
$365K +$365K +7,765 New
FFN
241
Focus Financial Network
Minnesota
$364K +$47.4K +1,034 +15%
SB
242
Strategic Blueprint
Georgia
$357K +$29.7K +632 +9%
RPSA
243
Richard P. Slaughter Associates
Texas
$351K +$29.2K +620 +9%
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$347K +$144K +3,120 +71%
GM
245
GeoWealth Management
Illinois
$346K +$32.7K +695 +10%
LIA
246
LifePlan Investment Advisors
North Carolina
$343K -$57.4K -1,220 -14%
WCFA
247
Walkner Condon Financial Advisors
Wisconsin
$337K +$86.5K +1,838 +34%
B
248
Birchbrook
Maine
$337K +$69K +1,466 +26%
AWM
249
AE Wealth Management
Kansas
$328K -$597K -12,695 -65%
RFC
250
Regions Financial Corp
Alabama
$328K +$13K +276 +4%