EAGG icon

iShares ESG Aware US Aggregate Bond ETF

74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+24
Holders Change %
+48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
32
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RW
51
REDW Wealth
New Mexico
$231K +$231K +4,176 New
CWM
52
Cranbrook Wealth Management
Michigan
$221K +$33.1K +596 +18%
AssetMark Inc
53
AssetMark Inc
California
$213K +$48.8K +880 +30%
EGWAG
54
Elwood & Goetz Wealth Advisory Group
Georgia
$203K +$203K +3,661 New
FCIM
55
Fairview Capital Investment Management
California
$203K +$203K +3,675 New
TF
56
TimeScale Financial
Massachusetts
$165K +$165K +2,993 New
TAIM
57
TD Ameritrade Investment Management
Nebraska
$153K +$31.3K +566 +26%
TPWA
58
TRUE Private Wealth Advisors
Oregon
$139K +$102K +1,840 +271%
AF
59
Advisornet Financial
Minnesota
$95K +$64.8K +1,170 +215%
SPIA
60
Steward Partners Investment Advisory
New York
$84K -$1.43K -26 -2%
SFS
61
Sowell Financial Services
Arkansas
$42K +$165 +3 +0.4%
JFA
62
JNBA Financial Advisors
Minnesota
$41K +$41K +742 New
MWM
63
MBE Wealth Management
Wisconsin
$37K +$37K +682 New
BBA
64
Braun-Bostich & Associates
Pennsylvania
$23K -$6.8K -121 -23%
RCA
65
Rowland Carmichael Advisors
Arizona
$23K -$6.4K -118 -22%
RWG
66
Regal Wealth Group
California
$17K
AIC
67
Ameritas Investment Company
Nebraska
$17K +$17K +298 New
IA
68
IFP Advisors
Florida
$9K +$9K +172 New
BlackRock
69
BlackRock
New York
$8K -$1.07K -20 -12%
PP
70
Pacifica Partners
Canada
$7K
CGI
71
Cougar Global Investments
Ontario, Canada
$6K -$3.98K -71 -40%
NFG
72
Next Financial Group
Texas
$3K +$3K +52 New
FCA
73
FinTrust Capital Advisors
South Carolina
$1K
BCM
74
Bourgeon Capital Management
Connecticut
$1K +$1K +25 New
ACM
75
Anfield Capital Management
California
-$22K -409 Closed