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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
276
Wealth Alliance
New York
$273K 5,624 -1,754 -24%
AFG
277
ABLE Financial Group
Arizona
$273K 5,623 +82 +1%
NP
278
NorthRock Partners
Minnesota
$271K 5,571 +461 +9%
CGFA
279
Colton Groome Financial Advisors
North Carolina
$265K 5,455 +295 +6%
TIA
280
Traphagen Investment Advisors
New Jersey
$263K 5,404 -70 -1%
HPM
281
Hoxton Planning & Management
West Virginia
$263K 5,403 +232 +4%
JC
282
JB Capital
Connecticut
$254K 5,230 -138 -3%
FA
283
Fountainhead AM
New Jersey
$250K 5,142 +5,142 New
MFC
284
Morris Financial Concepts
South Carolina
$249K 5,122 -28 -0.5%
GRP
285
Global Retirement Partners
California
$247K 5,093 +3,543 +229%
TNBTD
286
Trustmark National Bank Trust Department
Mississippi
$247K 5,092 – –
SPAS
287
Spectrum Planning & Advisory Services
California
$243K 5,008 +5,008 New
ICM
288
IMS Capital Management
Oregon
$242K 4,983 – –
MCC
289
Maiden Cove Capital
Maine
$238K 4,908 +4,908 New
BTI
290
Blue Trust Inc
Georgia
$237K 5,077 +323 +7%
RW
291
REDW Wealth
New Mexico
$236K 4,855 +4,855 New
FI
292
Financial Insights
Washington
$234K 4,826 +180 +4%
KPWS
293
Kestra Private Wealth Services
Texas
$234K 4,825 +103 +2%
TCA
294
Transcend Capital Advisors
New Jersey
$233K 4,804 -243 -5%
KWM
295
Kingsview Wealth Management
Oregon
$233K 4,798 -108 -2%
OCM
296
One Capital Management
California
$233K 4,790 – –
BA
297
Bristlecone Advisors
Washington
$232K 4,770 +157 +3%
CFD
298
Creative Financial Designs
Indiana
$229K 4,703 – –
CWM
299
Centurion Wealth Management
Virginia
$227K 4,678 +4,678 New
SWP
300
Stratos Wealth Partners
Ohio
$225K 4,637 +107 +2%
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