EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
MMA
276
Miracle Mile Advisors
California
$234K 4,896 -10,294 -68%
SF
277
SWP Financial
California
$234K 4,896 +4,896 New
BFG
278
Buttonwood Financial Group
Missouri
$234K 4,895 – –
ICM
279
IMS Capital Management
Oregon
$231K 4,843 +25 +0.5%
OCM
280
One Capital Management
California
$229K 4,790 – –
HWMA
281
Heritage Wealth Management (Arizona)
Arizona
$225K 4,723 +4,723 New
WF
282
Williams Financial
Vermont
$225K 4,703 – –
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$223K 4,673 +4,673 New
BA
284
Bristlecone Advisors
Washington
$220K 4,613 -414 -8%
DI
285
DDFG Inc
California
$218K 4,564 +4,564 New
KPWS
286
Kestra Private Wealth Services
Texas
$218K 4,559 +4,559 New
CC
287
Copperleaf Capital
North Carolina
$216K 4,522 -67 -1%
HBT
288
Hills Bank & Trust
Iowa
$215K 4,510 +1,978 +78%
BTI
289
Blue Trust Inc
Georgia
$215K 4,754 – –
XF
290
XML Financial
Maryland
$215K 4,502 +4,502 New
TCA
291
Transcend Capital Advisors
New Jersey
$213K 4,471 +4,471 New
FCIM
292
Fairview Capital Investment Management
California
$212K 4,450 – –
SWP
293
Stratos Wealth Partners
Ohio
$211K 4,422 +4,422 New
MFC
294
Morris Financial Concepts
South Carolina
$209K 4,380 -1,011 -19%
National Bank of Canada
295
National Bank of Canada
Quebec, Canada
$208K 4,380 +4,380 New
MYIA
296
Mount Yale Investment Advisors
Colorado
$208K 4,356 -566 -11%
Comerica Bank
297
Comerica Bank
Texas
$208K 4,353 +96 +2%
ATWA
298
Arbor Trust Wealth Advisors
Michigan
$207K 4,346 +4,346 New
FA
299
Fountainhead AM
New Jersey
$205K 4,299 +4,299 New
RIA
300
Regal Investment Advisors
Michigan
$203K 4,255 -1,168 -22%
10 11
12
13 14