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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Allworth Financial
California
$13M 287,040 +85,460 +42%
DWM
27
Destination Wealth Management
California
$12.7M 280,496 +8,617 +3%
B
28
Barings
North Carolina
$12.5M 276,077 – –
MIS
29
Morningstar Investment Services
Illinois
$12.2M 268,334 +14,568 +6%
FNWM
30
Financial Network Wealth Management
Utah
$11M 244,422 +29,018 +13%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$9.94M 219,340 +15,569 +8%
NL
32
NEPC LLC
Massachusetts
$9.51M 209,950 – –
MML Investors Services
33
MML Investors Services
Massachusetts
$9.26M 204,307 +3,510 +2%
OWA
34
One Wealth Advisors
California
$9.04M 199,579 +103,734 +108%
PAS
35
Park Avenue Securities
New York
$8.71M 192,324 +10,145 +6%
AC
36
Apella Capital
Connecticut
$8.39M 185,201 +9,323 +5%
SC
37
Savant Capital
Illinois
$8.3M 183,148 +22,712 +14%
WB
38
WesBanco Bank
West Virginia
$8.21M 181,320 +1,354 +0.8%
FWI
39
Facet Wealth Inc
Maryland
$7.61M 171,178 +39,626 +30%
UBS Group
40
UBS Group
Switzerland
$7.49M 165,289 -2,488 -1%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$7.25M 160,000 +14,333 +10%
Truist Financial
42
Truist Financial
North Carolina
$6.95M 153,449 +3,440 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$6.71M 148,163 +19,939 +16%
AI
44
Accredited Investors
Minnesota
$6.2M 136,972 +3,360 +3%
Pictet Asset Management
45
Pictet Asset Management
Switzerland
$6.14M 135,482 +135,482 New
DAS
46
Dynamic Advisor Solutions
Arizona
$5.92M 130,681 +13,702 +12%
ACA
47
Affinity Capital Advisors
California
$5.91M 130,502 +104,223 +397%
Wealthfront Advisers
48
Wealthfront Advisers
California
$5.9M 130,170 +6,307 +5%
CAN
49
Cetera Advisor Networks
California
$5.88M 129,826 +82,157 +172%
HighTower Advisors
50
HighTower Advisors
Illinois
$5.6M 123,611 +33,972 +38%
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