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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$15.4M 316,365 +13,151 +4%
UBS Group
27
UBS Group
Switzerland
$15M 309,370 +28,773 +10%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$14.9M 307,239 +11,266 +4%
SEI Investments
29
SEI Investments
Pennsylvania
$14.5M 298,496 -78,954 -21%
DWM
30
Destination Wealth Management
California
$13.1M 269,272 +3,174 +1%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$12.8M 263,139 +38,133 +17%
MIS
32
Morningstar Investment Services
Illinois
$12.2M 249,950 -2,706 -1%
Morgan Stanley
33
Morgan Stanley
New York
$11.7M 240,362 +2,092 +0.9%
Wealthfront Advisers
34
Wealthfront Advisers
California
$11M 227,208 +17,751 +8%
SC
35
Savant Capital
Illinois
$11M 226,830 +10,365 +5%
Osaic Holdings
36
Osaic Holdings
Arizona
$10.5M 215,067 +1,810 +0.8%
WB
37
WesBanco Bank
West Virginia
$10.1M 208,128 +8,672 +4%
DL
38
DOHJ LLC
Washington
$9.97M 205,586 +17,510 +9%
FWI
39
Facet Wealth Inc
Maryland
$9.8M 209,159 +17,107 +9%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$9.33M 192,013 +19,393 +11%
WIA
41
World Investment Advisors
California
$9.25M 190,296 +174,452 +1,101%
AI
42
Accredited Investors
Minnesota
$9.18M 188,920 +23,796 +14%
AC
43
Apella Capital
Connecticut
$9.07M 187,091 -2,075 -1%
Mariner
44
Mariner
Kansas
$8.97M 184,524 +13,492 +8%
NL
45
NEPC LLC
Massachusetts
$8.89M 182,869 – –
ACA
46
Affinity Capital Advisors
California
$8.6M 176,889 +27,864 +19%
MG
47
Mather Group
Illinois
$8.49M 174,762 +174,686 +229,850%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$8.15M 167,690 +9,161 +6%
Truist Financial
49
Truist Financial
North Carolina
$8.07M 166,009 +2,172 +1%
MWM
50
Mascoma Wealth Management
New Hampshire
$7.99M 164,385 +21,552 +15%
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