EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FNWM
26
Financial Network Wealth Management
Utah
$14.6M +$1.96M +42,288 +16%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$14.5M +$7.49M +159,099 +107%
SEI Investments
28
SEI Investments
Pennsylvania
$14.3M -$510K -10,835 -3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$13.4M +$1.18M +24,973 +10%
UBS Group
30
UBS Group
Switzerland
$12.6M -$230K -4,887 -2%
DWM
31
Destination Wealth Management
California
$12.4M +$1.65M +35,051 +15%
MIS
32
Morningstar Investment Services
Illinois
$11.9M -$12.4M -263,030 -51%
B
33
Barings
North Carolina
$10.6M -$3.69M -78,415 -26%
SC
34
Savant Capital
Illinois
$9.91M +$1.18M +24,973 +13%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$9.89M +$1.19M +25,212 +14%
Osaic Holdings
36
Osaic Holdings
Arizona
$9.82M -$9.94M -211,315 -50%
NL
37
NEPC LLC
Massachusetts
$9.62M +$1.01M +21,362 +12%
WB
38
WesBanco Bank
West Virginia
$9.51M +$559K +11,878 +6%
AC
39
Apella Capital
Connecticut
$8.83M +$556K +11,946 +7%
Wealthfront Advisers
40
Wealthfront Advisers
California
$8.77M +$2.03M +43,054 +30%
FWI
41
Facet Wealth Inc
Maryland
$8.32M -$13.5K -292 -0.2%
DL
42
DOHJ LLC
Washington
$8.14M -$217K -4,607 -3%
MML Investors Services
43
MML Investors Services
Massachusetts
$8.07M -$1.19M -25,227 -13%
Truist Financial
44
Truist Financial
North Carolina
$7.86M +$862K +18,308 +12%
DAS
45
Dynamic Advisor Solutions
Arizona
$7.78M +$865K +18,380 +13%
AI
46
Accredited Investors
Minnesota
$7.7M +$288K +6,122 +4%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$7.39M -$20.2K -429 -0.3%
Mariner
48
Mariner
Kansas
$6.97M +$3.79M +80,551 +119%
CAN
49
Cetera Advisor Networks
California
$6.9M +$722K +15,347 +12%
ACA
50
Affinity Capital Advisors
California
$6.73M +$630K +13,378 +10%
1
2
3 4 5