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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
351
Clarity Asset Management
Iowa
$9.38K 201 +2 +1%
LFG
352
Larson Financial Group
Missouri
$7.83K 168 – –
HI
353
Horizon Investments
North Carolina
$7.22K 156 +5 +3%
NB
354
NBT Bank
New York
$6.11K 131 – –
PP
355
Pacifica Partners
Canada
$5.78K 124 – –
PWM
356
Provident Wealth Management
Tennessee
$4.8K 103 – –
MG
357
Mather Group
Illinois
$3.58K 76 -8 -10%
KFP
358
Keener Financial Planning
Texas
$3K 66 +17 +35%
TAM
359
Tucker Asset Management
Colorado
$1.91K 41 +26 +173%
GFPC
360
Global Financial Private Client
Florida
$1.26K 27 -23 -46%
WCM
361
Winthrop Capital Management
Indiana
$1K 32 – –
DP
362
Denver PWM
Colorado
$984 21 -6,296 -100%
CTWM
363
Cherry Tree Wealth Management
Minnesota
$793 17 – –
RWM
364
Ruedi Wealth Management
Illinois
$737 16 +16 New
AA
365
Addison Advisors
Vermont
$94 2 – –
OWA
366
One Wealth Advisors
California
– – -118,467 Closed
RCS
367
Retirement Capital Strategies
California
– – -50,024 Closed
EGWAG
368
Elwood & Goetz Wealth Advisory Group
Georgia
– – -31,058 Closed
PI
369
PFG Investments
New York
– – -20,261 Closed
LFA
370
Legacy Financial Advisors
Kentucky
– – -15,115 Closed
RBA
371
Richard Bernstein Advisors
New York
– – -12,885 Closed
BIP
372
Blueprint Investment Partners
North Carolina
– – -9,107 Closed
LNC
373
Lincoln National Corp
Pennsylvania
– – -8,891 Closed
BWS
374
Buck Wealth Strategies
Colorado
– – -7,765 Closed
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
– – -7,500 Closed
12 13 14
15
16