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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 %
LNWWM
401
Laird Norton Wetherby Wealth Management
California
– – -49,585 Closed
Prudential Financial
402
Prudential Financial
New Jersey
– – -23,353 Closed
WT
403
Whittier Trust
California
– – -13,883 Closed
PWM
404
Partnership Wealth Management
Maryland
– – -12,200 Closed
Jane Street
405
Jane Street
New York
– – -10,621 Closed
BRWA
406
B. Riley Wealth Advisors
Florida
– – -8,619 Closed
SF
407
SWP Financial
California
– – -5,698 Closed
MCC
408
Maiden Cove Capital
Maine
– – -4,908 Closed
RW
409
REDW Wealth
New Mexico
– – -4,855 Closed
TCA
410
Transcend Capital Advisors
New Jersey
– – -4,804 Closed
KWM
411
Kingsview Wealth Management
Oregon
– – -4,798 Closed
CWM
412
Centurion Wealth Management
Virginia
– – -4,678 Closed
MLA
413
My Legacy Advisors
Oregon
– – -4,544 Closed
DI
414
DDFG Inc
California
– – -4,378 Closed
SQA
415
Simon Quick Advisors
New Jersey
– – -4,298 Closed
EL
416
EQ LLC
Washington
– – -4,214 Closed
CC
417
Copperleaf Capital
North Carolina
– – -4,192 Closed
SPC
418
Sigma Planning Corp
Michigan
– – -4,174 Closed
PCMC
419
Private Capital Management (Colorado)
Colorado
– – -1,533 Closed
LFA
420
LGT Financial Advisors
Texas
– – -844 Closed
PW
421
Paladin Wealth
Minnesota
– – -777 Closed
WSFS
422
Wilmington Savings Fund Society
Delaware
– – -545 Closed
PP
423
Pacifica Partners
Canada
– – -124 Closed
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
– – -114 Closed
PWM
425
Provident Wealth Management
Tennessee
– – -103 Closed
14 15 16
17
18