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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
301
Ameliora Wealth Management
Switzerland
$5.13K 10,683 +10,683 New
TRCT
302
Tower Research Capital (TRC)
New York
$5K 100 +100 New
PWM
303
Provident Wealth Management
Tennessee
$4.95K 103 – –
ACA
304
Aptus Capital Advisors
Alabama
$4.66K 97 -1 -1%
LFG
305
Larson Financial Group
Missouri
$3.08K 64 +64 New
BWM
306
BerganKDV Wealth Management
Minnesota
$2.6K 54 +54 New
PAI
307
Pittenger & Anderson Inc
Nebraska
$2.45K 51 +7 +16%
GWSG
308
GPS Wealth Strategies Group
Colorado
$1.15K 24 +24 New
LFA
309
Level Financial Advisors
New York
$817 17 – –
TAM
310
Tucker Asset Management
Colorado
$721 15 – –
EI
311
Ellevest Inc
New York
$96 2 +2 New
FGAM
312
Financial Gravity Asset Management
Texas
$34 709 +709 New
YAL
313
Your Advocates Ltd
Texas
$27 1 -736 -100%
RCS
314
Retirement Capital Strategies
California
– – -54,183 Closed
ASFA
315
All Season Financial Advisors
Colorado
– – -13,771 Closed
SPW
316
Sonoma Private Wealth
California
– – -10,079 Closed
RWRC
317
R.W. Roge & Company
New York
– – -9,349 Closed
LFA
318
LGT Financial Advisors
Texas
– – -9,323 Closed
BFM
319
Boston Financial Management
Massachusetts
– – -7,797 Closed
RCAG
320
Rehmann Capital Advisory Group
Michigan
– – -6,646 Closed
TPWA
321
TRUE Private Wealth Advisors
Oregon
– – -5,623 Closed
KMWM
322
Keudell/Morrison Wealth Management
Oregon
– – -5,000 Closed
TA
323
Tiedemann Advisors
New York
– – -4,637 Closed
KAS
324
Kestra Advisory Services
Texas
– – -4,561 Closed
FCB
325
First Command Bank
Texas
– – -4,535 Closed
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