EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

50 hedge funds and large institutions have $115M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
23
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.9M
3
WP
3
WealthSource Partners
California
$1.23M
4
RCS
4
Retirement Capital Strategies
California
$2.78M
5
Bank of America
5
Bank of America
North Carolina
$1.27M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$856K
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
SFS
5
Sowell Financial Services
Arkansas
$41K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Alesco Advisors
New York
$479K +$479K +8,925 New
SIAS
27
Shine Investment Advisory Services
Colorado
$475K +$475K +8,864 New
BAM
28
Baldrige Asset Management
Pennsylvania
$419K +$419K +7,816 New
FANJ
29
Financial Architects (New Jersey)
New Jersey
$353K – – –
TIA
30
Traphagen Investment Advisors
New Jersey
$345K +$357 +5 +0.1%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$242K +$58.8K +1,096 +32%
WIA
32
World Investment Advisors
California
$239K +$1.02K +19 +0.4%
WB
33
WesBanco Bank
West Virginia
$231K – – –
SC
34
Savant Capital
Illinois
$218K +$218K +4,068 New
CWM
35
Cranbrook Wealth Management
Michigan
$182K +$182K +3,385 New
AssetMark Inc
36
AssetMark Inc
California
$159K +$112K +2,081 +236%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$118K +$118K +2,197 New
SPIA
38
Steward Partners Investment Advisory
New York
$83K +$39.7K +746 +92%
SFS
39
Sowell Financial Services
Arkansas
$41K -$1.13K -21 -3%
TPWA
40
TRUE Private Wealth Advisors
Oregon
$36K +$36K +678 New
AF
41
Advisornet Financial
Minnesota
$29K – – –
RCA
42
Rowland Carmichael Advisors
Arizona
$29K +$29K +542 New
BBA
43
Braun-Bostich & Associates
Pennsylvania
$28K +$28K +530 New
ACM
44
Anfield Capital Management
California
$22K +$22K +409 New
RWG
45
Regal Wealth Group
California
$16K – – –
CGI
46
Cougar Global Investments
Ontario, Canada
$10K – – –
UBS Group
47
UBS Group
Switzerland
$10K +$10K +183 New
BlackRock
48
BlackRock
New York
$9K +$213 +4 +2%
PP
49
Pacifica Partners
Canada
$7K +$7K +124 New
FCA
50
FinTrust Capital Advisors
South Carolina
$1K – – –
1
2
3