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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HFA
276
Highland Financial Advisors
New Jersey
$251K 5,395 +215 +4%
JC
277
JB Capital
Connecticut
$250K 5,368 -464 -8%
OBWG
278
Onyx Bridge Wealth Group
New York
$248K 5,314 +217 +4%
HPM
279
Hoxton Planning & Management
West Virginia
$241K 5,171 -346 -6%
CGFA
280
Colton Groome Financial Advisors
North Carolina
$241K 5,160 +300 +6%
ICM
281
IMS Capital Management
Oregon
$240K 4,983 – –
MFC
282
Morris Financial Concepts
South Carolina
$240K 5,150 +289 +6%
CFGS
283
Concourse Financial Group Securities
Alabama
$240K 5,150 -523 -9%
NP
284
NorthRock Partners
Minnesota
$238K 5,110 -12,296 -71%
TNBTD
285
Trustmark National Bank Trust Department
Mississippi
$237K 5,092 – –
TCA
286
Transcend Capital Advisors
New Jersey
$235K 5,047 -853 -14%
KWM
287
Kingsview Wealth Management
Oregon
$229K 4,906 +4,906 New
OWMIAS
288
One Wealth Management Investment & Advisory Services
Florida
$227K 4,872 -874 -15%
BTI
289
Blue Trust Inc
Georgia
$224K 4,754 – –
OCM
290
One Capital Management
California
$223K 4,790 – –
4FG
291
4Thought Financial Group
New York
$222K 4,774 +163 +4%
SPC
292
Sigma Planning Corp
Michigan
$222K 4,755 +19 +0.4%
KPWS
293
Kestra Private Wealth Services
Texas
$220K 4,722 +62 +1%
CFD
294
Creative Financial Designs
Indiana
$219K 4,703 -155 -3%
FI
295
Financial Insights
Washington
$217K 4,646 -1,443 -24%
CCA
296
Carrera Capital Advisors
Michigan
$216K 4,638 +4,638 New
BA
297
Bristlecone Advisors
Washington
$215K 4,613 +4,613 New
MLA
298
My Legacy Advisors
Oregon
$212K 4,542 +4,542 New
XF
299
XML Financial
Maryland
$211K 4,531 – –
SWP
300
Stratos Wealth Partners
Ohio
$211K 4,530 +35 +0.8%
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12
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