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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HPM
276
Hoxton Planning & Management
West Virginia
$260K -$17.4K -370 -6%
CFFNO
277
Common Fund For Nonprofit Organizations
Connecticut
$258K -$2.68K -57 -1%
OC
278
Oakworth Capital
Alabama
$258K – – –
HFA
279
Highland Financial Advisors
New Jersey
$244K +$244K +5,180 New
SFG
280
Sage Financial Group
Pennsylvania
$242K +$4.75K +101 +2%
TNBTD
281
Trustmark National Bank Trust Department
Mississippi
$240K – – –
SF
282
SWP Financial
California
$237K +$6.78K +144 +3%
JF
283
JSF Financial
California
$235K +$35.1K +745 +18%
ICM
284
IMS Capital Management
Oregon
$235K +$6.59K +140 +3%
OBWG
285
Onyx Bridge Wealth Group
New York
$233K -$186K -4,058 -44%
HWMA
286
Heritage Wealth Management (Arizona)
Arizona
$233K +$10.7K +228 +5%
MFC
287
Morris Financial Concepts
South Carolina
$229K +$22.6K +481 +11%
CGFA
288
Colton Groome Financial Advisors
North Carolina
$229K +$229K +4,860 New
CFD
289
Creative Financial Designs
Indiana
$229K +$36.2K +770 +19%
OCM
290
One Capital Management
California
$225K – – –
WF
291
Williams Financial
Vermont
$225K +$4.05K +86 +2%
BTI
292
Blue Trust Inc
Georgia
$224K – – –
LA
293
Lane & Associates
New Jersey
$224K +$224K +4,750 New
CC
294
Copperleaf Capital
North Carolina
$223K +$10.6K +226 +5%
SPC
295
Sigma Planning Corp
Michigan
$223K +$223K +4,736 New
KPWS
296
Kestra Private Wealth Services
Texas
$219K +$4.75K +101 +2%
4FG
297
4Thought Financial Group
New York
$217K +$108K +2,299 +99%
XF
298
XML Financial
Maryland
$213K +$1.37K +29 +0.6%
SWP
299
Stratos Wealth Partners
Ohio
$212K +$3.44K +73 +2%
AIM
300
Acropolis Investment Management
Missouri
$208K +$10.1K +215 +5%
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12
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