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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
WCFA
251
Walkner Condon Financial Advisors
Wisconsin
$241K 5,323 +307 +6%
CI
252
CX Institutional
Indiana
$232K 5,129 +5,129 New
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$231K 5,092 – –
BA
254
Bristlecone Advisors
Washington
$228K 5,027 -55 -1%
EFM
255
Eley Financial Management
Vermont
$226K 4,993 +570 +13%
LGWM
256
Litman Gregory Wealth Management
California
$226K 4,984 +175 +4%
TIA
257
Traphagen Investment Advisors
New Jersey
$225K 4,964 -977 -16%
BTI
258
Blue Trust Inc
Georgia
$224K 4,754 – –
MYIA
259
Mount Yale Investment Advisors
Colorado
$223K 4,922 +649 +15%
SFG
260
Sage Financial Group
Pennsylvania
$222K 4,899 +250 +5%
ICM
261
IMS Capital Management
Oregon
$218K 4,818 – –
OCM
262
One Capital Management
California
$217K 4,790 – –
BFG
263
Buttonwood Financial Group
Missouri
$217K 4,895 -352 -7%
WF
264
Williams Financial
Vermont
$213K 4,703 +4,703 New
PFO
265
Pathstone Family Office
New Jersey
$212K 4,673 +4,673 New
CIAS
266
CFS Investment Advisory Services
New Jersey
$208K 4,592 +4,592 New
CC
267
Copperleaf Capital
North Carolina
$208K 4,589 +4,589 New
PAG
268
Private Advisor Group
New Jersey
$205K 4,532 +4,532 New
LNC
269
Lincoln National Corp
Pennsylvania
$204K 4,509 -2 -0%
FCIM
270
Fairview Capital Investment Management
California
$202K 4,450 +4,450 New
Comerica Bank
271
Comerica Bank
Texas
$193K 4,257 +4,257 New
CFD
272
Creative Financial Designs
Indiana
$190K 4,201 -487 -10%
FHA
273
First Horizon Advisors
Tennessee
$186K 4,115 +382 +10%
S
274
SignatureFD
Georgia
$166K 3,675 +280 +8%
HWM
275
Horizons Wealth Management
North Carolina
$165K 3,645 -3 -0.1%
9 10
11
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