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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$7.06M 151,408 -20,170 -12%
ACA
52
Affinity Capital Advisors
California
$6.95M 149,025 +6,052 +4%
MWM
53
Mascoma Wealth Management
New Hampshire
$6.66M 142,833 +20,770 +17%
BRIA
54
Balanced Rock Investment Advisors
Massachusetts
$6.48M 139,097 +13,497 +11%
Pictet Asset Management
55
Pictet Asset Management
Switzerland
$6.2M 133,089 +133,089 New
PAS
56
Park Avenue Securities
New York
$6.06M 129,997 -8,002 -6%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$5.84M 125,239 -5,119 -4%
HighTower Advisors
58
HighTower Advisors
Illinois
$5.54M 118,908 +978 +0.8%
AWA
59
Alaska Wealth Advisors
Alaska
$5.41M 116,133 -8,857 -7%
SA
60
Stewardship Advisors
Pennsylvania
$4.82M 103,397 +27,416 +36%
RSWM
61
Robertson Stephens Wealth Management
California
$4.66M 99,944 -3,416 -3%
SHGA
62
Sand Hill Global Advisors
California
$4.57M 98,105 -914 -0.9%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$4.55M 97,706 +97,706 New
Citadel Advisors
64
Citadel Advisors
Florida
$3.87M 83,013 +68,805 +484%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.76M 80,599 +4,411 +6%
APW
66
Atlantic Private Wealth
North Carolina
$3.68M 78,883 +17 +0%
AWS
67
Atria Wealth Solutions
New York
$3.61M 77,427 +1,444 +2%
Creative Planning
68
Creative Planning
Kansas
$3.58M 76,715 -268 -0.3%
SPIA
69
Steward Partners Investment Advisory
New York
$3.57M 76,616 +1,135 +2%
BPA
70
Beacon Pointe Advisors
California
$3.39M 72,719 +4,697 +7%
TC
71
Trilogy Capital
California
$3.12M 66,924 +2,875 +4%
RJT
72
Raymond James Trust
Florida
$3.03M 64,959 – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.97M 63,793 +668 +1%
BFA
74
Bluestem Financial Advisors
Illinois
$2.95M 63,359 +14,106 +29%
CFIA
75
Cantor Fitzgerald Investment Advisors
New York
$2.88M 61,881 +3,441 +6%
1 2
3
4 5