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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 %
DAS
51
Dynamic Advisor Solutions
Arizona
$7.57M 155,872 -2,817 -2%
BRIA
52
Balanced Rock Investment Advisors
Massachusetts
$6.99M 143,821 +4,724 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$6.95M 143,104 -8,304 -5%
Financial Engines Advisors
54
Financial Engines Advisors
California
$6.9M 141,965 +141,965 New
PAS
55
Park Avenue Securities
New York
$6.45M 132,778 +2,781 +2%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$6.33M 130,308 -182,409 -58%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6.21M 127,762 +2,523 +2%
HighTower Advisors
58
HighTower Advisors
Illinois
$6.09M 125,227 +6,319 +5%
AWA
59
Alaska Wealth Advisors
Alaska
$6.07M 124,821 +8,688 +7%
OWA
60
One Wealth Advisors
California
$5.41M 111,269 +111,269 New
SA
61
Stewardship Advisors
Pennsylvania
$5.34M 109,801 +6,404 +6%
BFA
62
Bluestem Financial Advisors
Illinois
$5.11M 105,115 +41,756 +66%
SHGA
63
Sand Hill Global Advisors
California
$4.77M 98,107 +2 +0%
RSWM
64
Robertson Stephens Wealth Management
California
$4.72M 97,180 -2,764 -3%
APW
65
Atlantic Private Wealth
North Carolina
$4.36M 89,779 +10,896 +14%
B
66
Barings
North Carolina
$4.32M 88,904 -127,505 -59%
FWIA
67
Fort Washington Investment Advisors
Ohio
$4.12M 84,750 +84,750 New
US Bancorp
68
US Bancorp
Minnesota
$4.11M 84,682 +29,418 +53%
Pictet Asset Management
69
Pictet Asset Management
Switzerland
$4.11M 84,660 -48,429 -36%
SPIA
70
Steward Partners Investment Advisory
New York
$4.05M 83,438 +6,822 +9%
AWS
71
Atria Wealth Solutions
New York
$3.84M 79,012 +1,585 +2%
Creative Planning
72
Creative Planning
Kansas
$3.74M 76,986 +271 +0.4%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.65M 75,063 +17,015 +29%
BPA
74
Beacon Pointe Advisors
California
$3.57M 73,400 +681 +0.9%
LRWA
75
Long Run Wealth Advisors
New York
$3.38M 69,476 +29,733 +75%
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