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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
RIM
226
Rockbridge Investment Management
New York
$425K 9,125 +9,125 New
CAG
227
Curtis Advisory Group
California
$422K 9,059 +387 +4%
PFGIA
228
Patriot Financial Group Insurance Agency
Massachusetts
$418K 8,969 -403 -4%
HF
229
HRT Financial
New York
$415K 8,918 +8,918 New
DT
230
Diversified Trust
Tennessee
$402K 8,625 – –
TFCP
231
Twin Focus Capital Partners
Massachusetts
$400K 8,590 – –
BBW
232
Blue Barn Wealth
Utah
$397K 8,521 +4 +0%
SFP
233
Sandbox Financial Partners
Maryland
$396K 8,492 -1,171 -12%
FFA
234
Farther Finance Advisors
California
$387K 8,371 +1,645 +24%
IFWM
235
Institute for Wealth Management
Colorado
$379K 8,133 -5,398 -40%
FWP
236
Falcon Wealth Planning
California
$379K 8,122 +281 +4%
FFN
237
Focus Financial Network
Minnesota
$371K 7,859 -96 -1%
GM
238
GeoWealth Management
Illinois
$353K 7,572 +228 +3%
LIA
239
LifePlan Investment Advisors
North Carolina
$352K 7,550 +262 +4%
HP
240
Hilltop Partners
Indiana
$350K 7,503 +7,503 New
FMN
241
Financial Management Network
California
$345K 7,380 -523 -7%
RPSA
242
Richard P. Slaughter Associates
Texas
$345K 7,394 -63 -0.8%
WA
243
Wealth Alliance
New York
$344K 7,378 -1,462 -17%
SAI
244
Savvy Advisors Inc
New York
$343K 7,362 +7,362 New
WRPWM
245
Werba Rubin Papier Wealth Management
California
$329K 7,050 +7,050 New
SRWM
246
Shira Ridge Wealth Management
California
$327K 7,013 +1,209 +21%
RFC
247
Regions Financial Corp
Alabama
$326K 7,002 +36 +0.5%
AI
248
Atria Investments
North Carolina
$325K 6,983 +6,983 New
TC
249
TownSquare Capital
Utah
$322K 6,898 -917 -12%
AF
250
Advisornet Financial
Minnesota
$320K 6,858 +6 +0.1%
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