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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+24
Holders Change %
+48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
32
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$8.44M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$41.2M
3
Goldman Sachs
Goldman Sachs
New York
$31.5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.49M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$2.43M

Top Sellers

1
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$335K
2
SA
Stewardship Advisors
Pennsylvania
$9.5M
3
WS
Wedbush Securities
California
$934K
4
AA
Alesco Advisors
New York
$424K
5
ACM
Anfield Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$820K +$197K +3,562 +32%
LPL Financial
27
LPL Financial
California
$804K +$804K +14,509 New
PA
28
Parallel Advisors
California
$710K +$100K +1,810 +16%
RJA
29
Raymond James & Associates
Florida
$706K +$144K +2,592 +26%
SIAS
30
Shine Investment Advisory Services
Colorado
$666K +$174K +3,146 +35%
UBS Group
31
UBS Group
Switzerland
$665K +$655K +11,825 +6,462%
BAM
32
Baldrige Asset Management
Pennsylvania
$629K +$196K +3,541 +45%
BCI
33
Brinker Capital Investments
Pennsylvania
$574K +$78.9K +1,425 +16%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$551K +$186K +3,352 +51%
SC
35
Savant Capital
Illinois
$535K +$310K +5,590 +137%
SEI Investments
36
SEI Investments
Pennsylvania
$513K +$513K +9,236 New
Creative Planning
37
Creative Planning
Kansas
$499K +$499K +9,000 New
Stifel Financial
38
Stifel Financial
Missouri
$455K +$455K +8,221 New
CFIA
39
Cantor Fitzgerald Investment Advisors
New York
$430K +$430K +7,768 New
AA
40
Alesco Advisors
New York
$424K -$70.7K -1,275 -14%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$406K – – –
WB
42
WesBanco Bank
West Virginia
$377K +$138K +2,500 +58%
PA
43
Parkside Advisors
California
$338K +$338K +6,097 New
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$335K -$749K -13,511 -69%
HGWM
45
Harvest Group Wealth Management
Massachusetts
$326K +$326K +5,886 New
TIA
46
Traphagen Investment Advisors
New Jersey
$273K -$5.17K -90 -2%
Prudential Financial
47
Prudential Financial
New Jersey
$252K +$252K +4,550 New
WIA
48
World Investment Advisors
California
$241K -$5.14K -93 -2%
ATWA
49
Arbor Trust Wealth Advisors
Michigan
$241K +$241K +4,346 New
RA
50
RFG Advisory
Alabama
$240K +$240K +4,324 New
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2
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