EAGG icon

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 %
LOIP
351
Live Oak Investment Partners
Texas
– – – –
YAL
352
Your Advocates Ltd
Texas
$14.8K 306 – –
CAS
353
Coppell Advisory Solutions
Texas
$14.2K 292 – –
IA
354
IFP Advisors
Florida
$13.6K 279 – –
CAM
355
Clarity Asset Management
Iowa
$9.87K 203 +2 +1%
Citigroup
356
Citigroup
New York
$9.72K 200 -300 -60%
NSIM
357
North Star Investment Management
Illinois
$8.07K 166 +166 New
LFG
358
Larson Financial Group
Missouri
$7.73K 159 -9 -5%
PP
359
Pacifica Partners
Canada
$6.03K 124 – –
Fifth Third Bancorp
360
Fifth Third Bancorp
Ohio
$5.54K 114 +114 New
PWM
361
Provident Wealth Management
Tennessee
$5.01K 103 – –
SCM
362
Sterling Capital Management
North Carolina
$4.03K 83 +83 New
RIA
363
Realta Investment Advisors
Delaware
$3.67K 77 -192 -71%
RCM
364
Raleigh Capital Management
North Carolina
$3.13K 64 +64 New
HWM
365
Hemington Wealth Management
Virginia
$3K 69 +69 New
SAM
366
Smartleaf Asset Management
Massachusetts
$2.53K 52 +52 New
NB
367
NBT Bank
New York
$2.24K 46 -85 -65%
TAM
368
Tucker Asset Management
Colorado
$2.09K 43 +2 +5%
WCM
369
Winthrop Capital Management
Indiana
$2K 32 – –
GFPC
370
Global Financial Private Client
Florida
$1.31K 27 – –
CTWM
371
Cherry Tree Wealth Management
Minnesota
$827 17 – –
RWM
372
Ruedi Wealth Management
Illinois
$773 16 – –
AA
373
Addison Advisors
Vermont
$98 2 – –
Russell Investments Group
374
Russell Investments Group
United Kingdom
– – – –
Susquehanna International Group
375
Susquehanna International Group
Pennsylvania
– – -97,706 Closed
12 13 14
15
16