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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

119 hedge funds and large institutions have $424M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
58
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$115M
2
BlackRock
2
BlackRock
New York
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
PO
4
Private Ocean
California
$11.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.2M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$942K
2
BIP
2
Blueprint Investment Partners
North Carolina
$0
3
CRWM
3
Castle Rock Wealth Management
California
$0
4
SFO
4
Stokes Family Office
Louisiana
$0
5
TIA
5
Traphagen Investment Advisors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.6M +$590K +10,460 +59%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.56M +$261K +4,620 +20%
LPL Financial
28
LPL Financial
California
$1.5M +$441K +7,811 +42%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.34M +$1.34M +23,766 New
FEG
30
Fund Evaluation Group
Ohio
$1.31M – – –
CAN
31
Cetera Advisor Networks
California
$1.31M +$286K +5,070 +28%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.28M +$362K +6,401 +39%
BC
33
Bartlett & Co
Ohio
$1.27M +$41.2K +730 +3%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.27M +$41.2K +730 +3%
WP
35
WealthSource Partners
California
$1.25M +$172K +3,053 +16%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$1.2M +$386K +6,841 +48%
EFSCE
37
Enterprise Financial Services Corp (EFSC)
Missouri
$1.18M +$1.18M +20,954 New
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.18M +$1.18M +4,344 New
WR
39
Watson Rebecca
$1.14M +$153K +2,712 +16%
SCM
40
Stonehearth Capital Management
Massachusetts
$1.12M +$80.1K +1,418 +8%
RJA
41
Raymond James & Associates
Florida
$1.02M +$131K +2,310 +15%
VHAM
42
Van Hulzen Asset Management
California
$1M – – –
FANJ
43
Financial Architects (New Jersey)
New Jersey
$951K +$121K +2,141 +15%
RCS
44
Retirement Capital Strategies
California
$942K -$2.53M -45,097 -73%
AA
45
Alesco Advisors
New York
$858K +$102K +1,810 +14%
Truist Financial
46
Truist Financial
North Carolina
$809K +$193K +3,408 +31%
SIAS
47
Shine Investment Advisory Services
Colorado
$795K +$11.7K +207 +1%
PA
48
Parallel Advisors
California
$769K +$46.7K +826 +6%
BCI
49
Brinker Capital Investments
Pennsylvania
$733K +$20K +354 +3%
5L
50
55I LLC
Massachusetts
$731K +$305K +5,411 +72%
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