EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$15.6M 335,746 +335,746 New
FNWM
27
Financial Network Wealth Management
Utah
$15.3M 328,686 +13,683 +4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$14.6M 312,717 -25,477 -8%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$14.1M 303,214 +18,118 +6%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$13.8M 295,973 -12,366 -4%
UBS Group
31
UBS Group
Switzerland
$13.1M 280,597 +12,199 +5%
DWM
32
Destination Wealth Management
California
$12.4M 266,098 +1,686 +0.6%
MIS
33
Morningstar Investment Services
Illinois
$11.8M 252,656 -171 -0.1%
Morgan Stanley
34
Morgan Stanley
New York
$11.1M 238,270 +221,076 +1,286%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$10.5M 225,006 +14,794 +7%
SC
36
Savant Capital
Illinois
$10.1M 216,465 +5,847 +3%
B
37
Barings
North Carolina
$10.1M 216,409 -8,283 -4%
Osaic Holdings
38
Osaic Holdings
Arizona
$9.94M 213,257 +4,676 +2%
Wealthfront Advisers
39
Wealthfront Advisers
California
$9.76M 209,457 +23,125 +12%
WB
40
WesBanco Bank
West Virginia
$9.3M 199,456 -2,572 -1%
FWI
41
Facet Wealth Inc
Maryland
$9.08M 192,052 +12,002 +7%
AC
42
Apella Capital
Connecticut
$8.86M 189,166 -615 -0.3%
DL
43
DOHJ LLC
Washington
$8.77M 188,076 +15,038 +9%
NL
44
NEPC LLC
Massachusetts
$8.52M 182,869 -21,464 -11%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$8.05M 172,620 +15,624 +10%
Mariner
46
Mariner
Kansas
$7.97M 171,032 +22,898 +15%
AI
47
Accredited Investors
Minnesota
$7.7M 165,124 +1,548 +0.9%
Truist Financial
48
Truist Financial
North Carolina
$7.64M 163,837 -3,083 -2%
DAS
49
Dynamic Advisor Solutions
Arizona
$7.4M 158,689 -6,614 -4%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$7.39M 158,529 +62,401 +65%
1
2
3 4 5