EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
301
Apollon Wealth Management
South Carolina
$203K 4,254 +4,254 New
JF
302
JSF Financial
California
$203K 4,245 +4,245 New
HWM
303
Horizons Wealth Management
North Carolina
$202K 4,222 +577 +16%
AIM
304
Acropolis Investment Management
Missouri
$200K 4,195 -4,915 -54%
CFD
305
Creative Financial Designs
Indiana
$195K 4,088 -113 -3%
JWA
306
JFS Wealth Advisors
Pennsylvania
$190K 3,974 +3,974 New
PTC
307
Private Trust Company
Ohio
$170K 3,563 – –
SC
308
Stephens Consulting
Michigan
$169K 3,535 -45 -1%
SWM
309
Sugarloaf Wealth Management
Georgia
$157K 3,285 – –
RIM
310
Rockbridge Investment Management
New York
$157K 3,282 +3,282 New
PS
311
Principal Securities
Iowa
$150K 3,137 +3,137 New
FHA
312
First Horizon Advisors
Tennessee
$148K 3,089 -1,026 -25%
Qube Research & Technologies (QRT)
313
Qube Research & Technologies (QRT)
United Kingdom
$147K 3,071 +662 +27%
DJSG
314
D.J. St. Germain
Massachusetts
$143K 2,996 +2,964 +9,263%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$130K 2,263 +806 +55%
S
316
SignatureFD
Georgia
$121K 2,530 -1,145 -31%
4FG
317
4Thought Financial Group
New York
$110K 2,312 +986 +74%
William Blair & Company
318
William Blair & Company
Illinois
$107K 2,243 +13 +0.6%
SMFG
319
Sumitomo Mitsui Financial Group
Japan
$105K 2,196 – –
SA
320
Scarborough Advisors
Maryland
$97.2K 2,036 +2,036 New
ACA
321
Aptus Capital Advisors
Alabama
$85.2K 1,784 +1,675 +1,537%
PCMC
322
Private Capital Management (Colorado)
Colorado
$73.2K 1,533 +1,533 New
AGWCA
323
Annis Gardner Whiting Capital Advisors
Florida
$73.1K 1,531 +60 +4%
GRP
324
Global Retirement Partners
California
$68.1K 1,438 +31 +2%
OLVIG
325
Oliver Lagore Vanvalin Investment Group
Michigan
$64.6K 1,352 -65 -5%
11 12
13
14 15