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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 %
SFP
251
Sandbox Financial Partners
Maryland
$395K 8,512 +210 +3%
LGWM
252
Litman Gregory Wealth Management
California
$392K 8,443 -2,476 -23%
IFWM
253
Institute for Wealth Management
Colorado
$386K 8,320 +107 +1%
BFG
254
Buttonwood Financial Group
Missouri
$386K 8,292 +748 +10%
LWA
255
Lifelong Wealth Advisors
Minnesota
$373K 8,041 +8,041 New
BSB
256
Bangor Savings Bank
Maine
$364K 7,843 +766 +11%
AG
257
Ascent Group
Virginia
$363K 7,820 +1,089 +16%
TFCP
258
Twin Focus Capital Partners
Massachusetts
$359K 7,720 -870 -10%
WS
259
Wedbush Securities
California
$354K 7,631 -5,280 -41%
FMN
260
Financial Management Network
California
$354K 7,626 +130 +2%
FF
261
Finley Financial
Nevada
$343K 7,400 +7,400 New
CP
262
Canopy Partners
Ohio
$342K 7,366 +5 +0.1%
BWP
263
BlueStem Wealth Partners
Minnesota
$342K 7,364 +7,364 New
JC
264
JB Capital
Connecticut
$338K 7,281 +2,051 +39%
NAM
265
NorthCrest Asset Manangement
Minnesota
$337K 7,256 +7,256 New
EPP
266
ETF Portfolio Partners
Kansas
$337K 7,250 +460 +7%
OWM
267
Opes Wealth Management
California
$332K 7,157 +360 +5%
PFGIA
268
Patriot Financial Group Insurance Agency
Massachusetts
$329K 7,090 -1,523 -18%
OBWG
269
Onyx Bridge Wealth Group
New York
$325K 6,992 -43 -0.6%
RFC
270
Regions Financial Corp
Alabama
$324K 6,973 -518 -7%
SB
271
Strategic Blueprint
Georgia
$319K 6,868 +82 +1%
FAIM
272
Financial Advocates Investment Management
Washington
$319K 6,866 +6,866 New
FCIM
273
Fairview Capital Investment Management
California
$312K 6,725 +525 +8%
JF
274
JSF Financial
California
$306K 6,580 +264 +4%
AF
275
Advisornet Financial
Minnesota
$304K 6,547 -1,354 -17%
9 10
11
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