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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$4.47M 94,706 +13,084 +16%
HighTower Advisors
52
HighTower Advisors
Illinois
$4.23M 89,639 -892 -1%
PP
53
Prudential plc
United Kingdom
$4.2M 89,000 -11,000 -11%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$4M 84,736 +9,566 +13%
Creative Planning
55
Creative Planning
Kansas
$3.81M 80,726 +8,964 +12%
APW
56
Atlantic Private Wealth
North Carolina
$3.76M 79,786 +5,839 +8%
OFG
57
Omega Financial Group
California
$3.59M 76,205 -1,783 -2%
BPA
58
Beacon Pointe Advisors
California
$3.5M 74,287 +21,145 +40%
OMC
59
Old Mission Capital
Illinois
$3.46M 73,443 +63,325 +626%
AWS
60
Atria Wealth Solutions
New York
$3.41M 72,256 +1,108 +2%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.28M 69,568 +911 +1%
RBA
62
Richard Bernstein Advisors
New York
$3.17M 67,253 -1,858 -3%
BC
63
Bartlett & Co
Ohio
$2.95M 62,558 -1,027 -2%
BCWM
64
Bartlett & Co Wealth Management
Ohio
$2.95M 62,558 -1,027 -2%
TC
65
Trilogy Capital
California
$2.75M 58,311 +2,599 +5%
GI
66
Gradient Investments
Minnesota
$2.73M 57,953 +28,716 +98%
CT
67
Cambridge Trust
Massachusetts
$2.7M 57,335 -1,812 -3%
RFA
68
RTD Financial Advisors
Pennsylvania
$2.61M 55,352 -1,042 -2%
PA
69
Parkside Advisors
California
$2.58M 54,737 +3,763 +7%
DWA
70
Divergent Wealth Advisors
Utah
$2.53M 53,562 -24,647 -32%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$2.52M 53,489 +22,473 +72%
CHP
72
Cable Hill Partners
Oregon
$2.52M 53,385 +1,543 +3%
HGWM
73
Horst & Graben Wealth Management
Oregon
$2.46M 52,151 +9,281 +22%
GWM
74
Grand Wealth Management
Michigan
$2.41M 51,082 +1,205 +2%
SA
75
Stewardship Advisors
Pennsylvania
$2.38M 50,511 +1,542 +3%
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