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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
351
Horizon Investments
North Carolina
$7.06K +$748 +16 +12%
NB
352
NBT Bank
New York
$6.17K +$1.32K +28 +27%
PP
353
Pacifica Partners
Canada
$5.82K – – –
FGAM
354
Financial Gravity Asset Management
Texas
$5.57K -$578K -12,138 -99%
PWM
355
Provident Wealth Management
Tennessee
$4.85K – – –
MG
356
Mather Group
Illinois
$4.01K +$4.01K +84 New
KFP
357
Keener Financial Planning
Texas
$3K +$735 +12 +32%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$2.68K +$2.68K +57 New
GFPC
359
Global Financial Private Client
Florida
$2.33K -$2.89K -62 -55%
WCM
360
Winthrop Capital Management
Indiana
$2K – – –
SRCM
361
Signature Resources Capital Management
California
$1.38K – – –
CTWM
362
Cherry Tree Wealth Management
Minnesota
$801 – – –
TAM
363
Tucker Asset Management
Colorado
$706 – – –
AA
364
Addison Advisors
Vermont
$95 +$95 +2 New
Pictet Asset Management
365
Pictet Asset Management
Switzerland
– -$6.47M -135,482 Closed
NYLIM
366
New York Life Investment Management
New York
– -$2.15M -44,979 Closed
Renaissance Technologies
367
Renaissance Technologies
New York
– -$490K -10,264 Closed
Jane Street
368
Jane Street
New York
– -$484K -10,136 Closed
GFS
369
GYL Financial Synergies
Connecticut
– -$303K -6,347 Closed
KFSC
370
Keystone Financial Services (Colorado)
Colorado
– -$287K -6,002 Closed
RW
371
Rede Wealth
Virginia
– -$285K -5,976 Closed
MMA
372
Miracle Mile Advisors
California
– -$234K -4,896 Closed
BA
373
Bristlecone Advisors
Washington
– -$220K -4,613 Closed
MYIA
374
Mount Yale Investment Advisors
Colorado
– -$208K -4,356 Closed
ATWA
375
Arbor Trust Wealth Advisors
Michigan
– -$207K -4,346 Closed
12 13 14
15
16