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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
301
Bourgeon Capital Management
Connecticut
$6.84K 145 +145 New
GFPC
302
Global Financial Private Client
Florida
$6.72K 143 +143 New
FSWA
303
Financial Synergies Wealth Advisors
Texas
$6.67K 141 +17 +14%
HI
304
Horizon Investments
North Carolina
$5.86K 125 +8 +7%
PP
305
Pacifica Partners
Canada
$5.8K 124 – –
PWM
306
Provident Wealth Management
Tennessee
$4.86K 103 – –
ACA
307
Aptus Capital Advisors
Alabama
$4.67K 99 +2 +2%
PP
308
PrairieView Partners
Minnesota
$4K 90 +90 New
TFP
309
Tilia Fiduciary Partners
North Carolina
$3.82K 81 +81 New
CWA
310
Clearview Wealth Advisors
Oregon
$3.73K 79 +79 New
PAI
311
Pittenger & Anderson Inc
Nebraska
$2.41K 51 – –
GWS
312
Glassman Wealth Services
Virginia
$1.18K 25 +25 New
LFA
313
Level Financial Advisors
New York
$849 18 +1 +6%
CTWM
314
Cherry Tree Wealth Management
Minnesota
$802 17 +17 New
TAM
315
Tucker Asset Management
Colorado
$708 15 – –
RDFA
316
Ritter Daniher Financial Advisory
Ohio
$378 8 +8 New
FGAM
317
Financial Gravity Asset Management
Texas
$34 731 +22 +3%
YAL
318
Your Advocates Ltd
Texas
$27 1 – –
IAIM
319
International Assets Investment Management
Florida
– – -390,160 Closed
BIP
320
Blueprint Investment Partners
North Carolina
– – -55,942 Closed
NYLIM
321
New York Life Investment Management
New York
– – -19,657 Closed
SHGA
322
Sand Hill Global Advisors
California
– – -14,076 Closed
RW
323
REDW Wealth
New Mexico
– – -12,740 Closed
MAM
324
MMA Asset Management
Pennsylvania
– – -11,899 Closed
FFA
325
First Foundation Advisors
California
– – -9,857 Closed
10 11 12
13
14