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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 %
Citadel Advisors
376
Citadel Advisors
Florida
– – -83,013 Closed
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
– – -50,600 Closed
OMC
378
Old Mission Capital
Illinois
– – -42,316 Closed
IAIM
379
International Assets Investment Management
Florida
– – -16,204 Closed
T
380
TCWP
Ohio
– – -10,894 Closed
CAG
381
Curtis Advisory Group
California
– – -9,059 Closed
HF
382
HRT Financial
New York
– – -8,918 Closed
RPSA
383
Richard P. Slaughter Associates
Texas
– – -7,394 Closed
WRPWM
384
Werba Rubin Papier Wealth Management
California
– – -7,050 Closed
WCFA
385
Walkner Condon Financial Advisors
Wisconsin
– – -6,622 Closed
FA
386
Fermata Advisors
California
– – -5,919 Closed
OC
387
Oakworth Capital
Alabama
– – -5,477 Closed
OWMIAS
388
One Wealth Management Investment & Advisory Services
Florida
– – -4,872 Closed
CCA
389
Carrera Capital Advisors
Michigan
– – -4,638 Closed
XF
390
XML Financial
Maryland
– – -4,531 Closed
BFA
391
Brown Financial Advisors
Ohio
– – -1,886 Closed
SA
392
Scarborough Advisors
Maryland
– – -1,224 Closed
SS
393
Sunbelt Securities
Texas
– – -893 Closed
SP
394
SWS Partners
Ohio
– – -541 Closed
HI
395
Horizon Investments
North Carolina
– – -156 Closed
DP
396
Denver PWM
Colorado
– – -21 Closed
12 13 14 15
16