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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 %
AI
326
Atria Investments
North Carolina
$206K 4,429 -2,831 -39%
ATWA
327
Arbor Trust Wealth Advisors
Michigan
$202K 4,346 – –
TWC
328
TD Waterhouse Canada
Ontario, Canada
$194K 4,179 +1,602 +62%
JWA
329
JFS Wealth Advisors
Pennsylvania
$190K 4,090 +432 +12%
EB
330
Eastern Bank
Massachusetts
$185K 3,989 -4,368 -52%
BA
331
Ballast Advisors
Minnesota
$182K 3,922 +3,922 New
PS
332
Principal Securities
Iowa
$164K 3,532 +198 +6%
MCM
333
MAI Capital Management
Ohio
$158K 3,401 +3,401 New
FHA
334
First Horizon Advisors
Tennessee
$152K 3,278 +257 +9%
CIA
335
Cape Investment Advisory
Georgia
$140K 3,021 – –
HWM
336
Horizons Wealth Management
North Carolina
$137K 2,944 – –
SC
337
Stephens Consulting
Michigan
$127K 2,742 -21 -0.8%
PTC
338
Private Trust Company
Ohio
$123K 2,647 -916 -26%
NP
339
NorthRock Partners
Minnesota
$115K 2,477 -3,094 -56%
CA
340
Continuum Advisory
Idaho
$112K 2,403 +23 +1%
SMFG
341
Sumitomo Mitsui Financial Group
Japan
$102K 2,196 – –
William Blair & Company
342
William Blair & Company
Illinois
$86.1K 1,854 +189 +11%
HI
343
Human Investing
Oregon
$85.4K 1,839 +1,839 New
AT
344
Avalon Trust
New Mexico
$80.1K 1,724 +1,724 New
GC
345
Gould Capital
Washington
$79.7K 1,717 – –
EPW
346
Endeavor Private Wealth
Kansas
$70.9K 1,526 +1,526 New
SW
347
SoFi Wealth
California
$65K 1,400 +1,400 New
SIS
348
Sound Income Strategies
Florida
$51.4K 1,106 – –
HFS
349
HBC Financial Services
Washington
$51K 1,115 – –
OP
350
ORG Partners
Indiana
$50.6K 1,090 +60 +6%
12 13
14
15 16