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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 %
V
251
Veritable
Delaware
$220K 4,673 – –
SFG
252
Sage Financial Group
Pennsylvania
$219K 4,649 +4,649 New
VWM
253
Venturi Wealth Management
Texas
$218K 4,624 +2,037 +79%
LNC
254
Lincoln National Corp
Pennsylvania
$213K 4,511 +210 +5%
TIA
255
Traphagen Investment Advisors
New Jersey
$211K 5,941 -2,961 -33%
SB
256
Strategic Blueprint
Georgia
$211K 4,471 +4,471 New
EFM
257
Eley Financial Management
Vermont
$209K 4,423 -32 -0.7%
MLA
258
My Legacy Advisors
Oregon
$206K 4,342 -1,110 -20%
ATWA
259
Arbor Trust Wealth Advisors
Michigan
$205K 4,346 – –
Morgan Stanley
260
Morgan Stanley
New York
$204K 4,334 -1,962 -31%
MYIA
261
Mount Yale Investment Advisors
Colorado
$202K 4,273 +4,273 New
GIA
262
Goodwin Investment Advisory
Georgia
$201K 4,266 -1,382 -24%
SWM
263
Spire Wealth Management
Virginia
$182K 3,864 +84 +2%
FFA
264
Farther Finance Advisors
California
$177K 3,743 +1,548 +71%
FHA
265
First Horizon Advisors
Tennessee
$176K 3,733 +695 +23%
HWM
266
Horizons Wealth Management
North Carolina
$172K 3,648 -58 -2%
PTC
267
Private Trust Company
Ohio
$168K 3,563 – –
S
268
SignatureFD
Georgia
$160K 3,395 +2,173 +178%
CAL
269
Capital Analysts LLC
Pennsylvania
$136K 2,875 +363 +14%
William Blair & Company
270
William Blair & Company
Illinois
$105K 2,221 +8 +0.4%
SMFG
271
Sumitomo Mitsui Financial Group
Japan
$104K 2,196 – –
CFGS
272
Concourse Financial Group Securities
Alabama
$72.9K 1,545 +617 +66%
GRP
273
Global Retirement Partners
California
$69.2K 1,466 – –
4FG
274
4Thought Financial Group
New York
$62.2K 1,318 -20 -1%
C
275
Covestor
United Kingdom
$58K 1,228 +1 +0.1%
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11
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