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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 %
GSEP
301
Golden State Equity Partners
California
$222K 4,577 +4,577 New
4FG
302
4Thought Financial Group
New York
$222K 4,562 -212 -4%
MLA
303
My Legacy Advisors
Oregon
$221K 4,544 +2 +0%
SFG
304
Sage Financial Group
Pennsylvania
$220K 4,533 +4,533 New
Pathstone Holdings
305
Pathstone Holdings
New Jersey
$217K 4,460 – –
DI
306
DDFG Inc
California
$213K 4,378 +70 +2%
SQA
307
Simon Quick Advisors
New Jersey
$209K 4,298 -1,183 -22%
EL
308
EQ LLC
Washington
$205K 4,214 +4,214 New
CC
309
Copperleaf Capital
North Carolina
$204K 4,192 +4,192 New
SPC
310
Sigma Planning Corp
Michigan
$203K 4,174 -581 -12%
ATWA
311
Arbor Trust Wealth Advisors
Michigan
$203K 4,346 – –
JWA
312
JFS Wealth Advisors
Pennsylvania
$178K 3,658 -125 -3%
PTC
313
Private Trust Company
Ohio
$173K 3,563 – –
PS
314
Principal Securities
Iowa
$162K 3,334 – –
AIM
315
Acropolis Investment Management
Missouri
$158K 3,250 +560 +21%
FHA
316
First Horizon Advisors
Tennessee
$147K 3,021 +1,076 +55%
CIA
317
Cape Investment Advisory
Georgia
$147K 3,021 +3,021 New
HWM
318
Horizons Wealth Management
North Carolina
$143K 2,944 – –
SWM
319
Sugarloaf Wealth Management
Georgia
$135K 2,771 -249 -8%
SC
320
Stephens Consulting
Michigan
$134K 2,763 – –
TWC
321
TD Waterhouse Canada
Ontario, Canada
$125K 2,577 – –
CA
322
Continuum Advisory
Idaho
$111K 2,380 -768 -24%
SMFG
323
Sumitomo Mitsui Financial Group
Japan
$107K 2,196 – –
AAG
324
Armstrong Advisory Group
Massachusetts
$86.8K 1,786 +17 +1%
GC
325
Gould Capital
Washington
$83.4K 1,717 – –
11 12
13
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