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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

87 hedge funds and large institutions have $190M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
36
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$19.9M
2
Bank of America
2
Bank of America
North Carolina
$11.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.26M
4
Goldman Sachs
4
Goldman Sachs
New York
$36.9M
5
Ameriprise
5
Ameriprise
Minnesota
$3.22M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$19.8M
2
Jane Street
2
Jane Street
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$2.36M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$919K
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$813K
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$1.08M -$791K -13,985 -42%
LPL Financial
27
LPL Financial
California
$1.06M +$240K +4,236 +29%
SCM
28
Stonehearth Capital Management
Massachusetts
$1.05M +$58.2K +1,022 +6%
CAN
29
Cetera Advisor Networks
California
$1.02M +$1.02M +18,076 New
ASN
30
Advisory Services Network
Georgia
$1.01M +$169K +2,988 +20%
VHAM
31
Van Hulzen Asset Management
California
$1M -$237K -4,200 -19%
WR
32
Watson Rebecca
$986K +$20.7K +366 +2%
MML Investors Services
33
MML Investors Services
Massachusetts
$919K -$1.58M -28,013 -63%
RJA
34
Raymond James & Associates
Florida
$888K +$167K +2,958 +23%
FANJ
35
Financial Architects (New Jersey)
New Jersey
$831K +$269K +4,754 +48%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$813K -$1.2M -21,241 -60%
SIAS
37
Shine Investment Advisory Services
Colorado
$784K +$105K +1,853 +15%
AA
38
Alesco Advisors
New York
$756K +$324K +5,725 +75%
PA
39
Parallel Advisors
California
$722K -$2.6K -46 -0.4%
BCI
40
Brinker Capital Investments
Pennsylvania
$714K +$128K +2,259 +22%
BIP
41
Blueprint Investment Partners
North Carolina
$690K +$690K +12,204 New
Truist Financial
42
Truist Financial
North Carolina
$617K +$617K +10,911 New
BAM
43
Baldrige Asset Management
Pennsylvania
$605K -$37.3K -660 -6%
SPC
44
Sigma Planning Corp
Michigan
$602K +$602K +10,643 New
Stifel Financial
45
Stifel Financial
Missouri
$538K +$73.1K +1,293 +16%
AssetMark Inc
46
AssetMark Inc
California
$468K +$251K +4,433 +115%
5L
47
55I LLC
Massachusetts
$426K +$426K +7,540 New
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$406K -$406K – –
CRWM
49
Castle Rock Wealth Management
California
$402K +$402K +7,015 New
PA
50
Parkside Advisors
California
$398K +$53K +937 +15%
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