EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VWM
226
Venturi Wealth Management
Texas
$484K 10,429 +892 +9%
CAL
227
Capital Analysts LLC
Pennsylvania
$481K 10,344 +177 +2%
FFA
228
Farther Finance Advisors
California
$480K 10,339 +309 +3%
SAI
229
Savvy Advisors Inc
New York
$478K 10,300 +2,787 +37%
AAM
230
Ameraudi Asset Management
New York
$467K 10,053 – –
PPW
231
Presilium Private Wealth
Pennsylvania
$465K 10,010 +705 +8%
RIM
232
Rockbridge Investment Management
New York
$462K 9,954 – –
OGF
233
Orin Green Financial
California
– – -9,794 Closed
OFG
234
Opulen Financial Group
Virginia
$453K 9,747 +9,747 New
CA
235
CWC Advisors
Oregon
$450K 9,695 +387 +4%
MPW
236
MA Private Wealth
California
$445K 9,593 – –
HP
237
Hilltop Partners
Indiana
$445K 9,584 -310 -3%
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$435K 9,375 +970 +12%
FHB
239
First Hawaiian Bank
Hawaii
$434K 9,352 +130 +1%
VNA
240
Valley National Advisers
Pennsylvania
$429K 9,256 +36 +0.4%
SFG
241
SNS Financial Group
Minnesota
$429K 9,231 -565 -6%
NBWM
242
North Berkeley Wealth Management
California
$427K 9,204 +9,204 New
S
243
SignatureFD
Georgia
$424K 9,122 – –
BBW
244
Blue Barn Wealth
Utah
$423K 9,105 +281 +3%
DPI
245
Diversified Portfolios Inc
Michigan
$413K 8,903 -3,425 -28%
Principal Financial Group
246
Principal Financial Group
Iowa
$404K 8,710 -26,551 -75%
SFA
247
Sequoia Financial Advisors
Ohio
$403K 8,676 -955 -10%
Comerica Bank
248
Comerica Bank
Texas
$401K 8,638 +44 +0.5%
PFM
249
Potomac Fund Management
Florida
$398K 8,579 +8,579 New
DT
250
Diversified Trust
Tennessee
$396K 8,531 +106 +1%
8 9
10
11 12