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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TIA
301
Traphagen Investment Advisors
New Jersey
$243K 5,236 -168 -3%
KW
302
Keyvantage Wealth
Pennsylvania
$243K 5,223 +5,223 New
MNA
303
Manning & Napier Advisors
New York
$241K 5,196 -644 -11%
OWCM
304
One Wealth Capital Management
Arizona
$241K 5,180 +5,180 New
GRP
305
Global Retirement Partners
California
$238K 5,129 +36 +0.7%
TNBTD
306
Trustmark National Bank Trust Department
Mississippi
$236K 5,092 – –
CAG
307
Curtis Advisory Group
California
$236K 5,087 +5,087 New
GL
308
Graypoint LLC
New York
$236K 5,086 +5,086 New
BTI
309
Blue Trust Inc
Georgia
$236K 5,077 – –
ICM
310
IMS Capital Management
Oregon
$231K 4,983 – –
VIPI
311
Vista Investment Partners II
Indiana
$230K 4,958 +4,958 New
FHA
312
Flagship Harbor Advisors
Massachusetts
$228K 4,912 +4,912 New
AIM
313
Acropolis Investment Management
Missouri
$228K 4,905 +1,655 +51%
FI
314
Financial Insights
Washington
$224K 4,826 – –
4FG
315
4Thought Financial Group
New York
$224K 4,817 +255 +6%
KC
316
Kades & Cheifetz
Pennsylvania
$223K 4,812 +4,812 New
OCM
317
One Capital Management
California
$222K 4,790 – –
FA
318
FC Advisory
Pennsylvania
$222K 4,779 +4,779 New
BA
319
Bristlecone Advisors
Washington
$222K 4,770 – –
SWP
320
Sagespring Wealth Partners
Tennessee
$221K 4,756 +4,756 New
CFD
321
Creative Financial Designs
Indiana
$217K 4,673 -30 -0.6%
SFG
322
Sage Financial Group
Pennsylvania
$211K 4,533 – –
Kovitz Investment Group Partners
323
Kovitz Investment Group Partners
Illinois
$209K 4,493 +4,493 New
GSEP
324
Golden State Equity Partners
California
$209K 4,491 -86 -2%
Pathstone Holdings
325
Pathstone Holdings
New Jersey
$207K 4,460 – –
11 12
13
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