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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$437M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$40.1M
3
BlackRock
3
BlackRock
New York
$91.7M
4
AA
4
Alesco Advisors
New York
$22M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$18.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WS
2
Wedbush Securities
California
$0
3
Creative Planning
3
Creative Planning
Kansas
$6.03M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$516K
5
SFA
5
Sequoia Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$2.21M 39,996 +14,390 +56%
QCM
52
Quest Capital Management
Texas
$2.19M 39,665 +39,665 New
Wealthfront Advisers
53
Wealthfront Advisers
California
$2.15M 38,948 +20,692 +113%
Truist Financial
54
Truist Financial
North Carolina
$2.14M 38,776 +19,928 +106%
RJT
55
Raymond James Trust
Florida
$2.14M 38,790 +38,790 New
CAN
56
Cetera Advisor Networks
California
$2.12M 38,515 +4,292 +13%
TC
57
Trilogy Capital
California
$2.05M 37,241 +2,862 +8%
EGWAG
58
Elwood & Goetz Wealth Advisory Group
Georgia
$2.04M 36,934 -2,281 -6%
LSAG
59
Lake Street Advisors Group
New Hampshire
$2.03M 36,798 +32 +0.1%
ACA
60
Affinity Capital Advisors
California
$2.01M 36,503 +4,279 +13%
FG
61
Foster Group
Iowa
$1.76M 31,845 +528 +2%
AWA
62
Arkadios Wealth Advisors
Georgia
$1.68M 30,404 +1,642 +6%
FANJ
63
Financial Architects (New Jersey)
New Jersey
$1.6M 29,059 +115 +0.4%
NYLIM
64
New York Life Investment Management
New York
$1.47M 26,704 +26,704 New
RJA
65
Raymond James & Associates
Florida
$1.47M 26,661 -497 -2%
BAM
66
Baldrige Asset Management
Pennsylvania
$1.41M 25,643 +1,923 +8%
5L
67
55I LLC
Massachusetts
$1.33M 24,114 +24,114 New
CT
68
Cambridge Trust
Massachusetts
$1.32M 23,850 +23,850 New
SCM
69
Stonehearth Capital Management
Massachusetts
$1.24M 22,397 +152 +0.7%
FMN
70
Financial Management Network
California
$1.22M 22,044 +1,797 +9%
RA
71
RFG Advisory
Alabama
$1.2M 21,800 +7,088 +48%
EFSCE
72
Enterprise Financial Services Corp (EFSC)
Missouri
$1.2M 21,727 -1,739 -7%
P
73
Palladiem
Pennsylvania
$1.18M 21,372 +175 +0.8%
FEG
74
Fund Evaluation Group
Ohio
$1.16M 21,047 – –
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$1.15M 20,915 +795 +4%
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3
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