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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

119 hedge funds and large institutions have $424M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 58 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
119
Holders Change
+32
Holders Change %
+36.78%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
39
Increased
58
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$115M
2
BlackRock
2
BlackRock
New York
$48.4M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
PO
4
Private Ocean
California
$11.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29.2M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$942K
2
BIP
2
Blueprint Investment Partners
North Carolina
$0
3
CRWM
3
Castle Rock Wealth Management
California
$0
4
SFO
4
Stokes Family Office
Louisiana
$0
5
TIA
5
Traphagen Investment Advisors
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EGWAG
76
Elwood & Goetz Wealth Advisory Group
Georgia
$324K 5,739 +675 +13%
ST
77
Spinnaker Trust
Maine
$284K 5,039 +5,039 New
CWM
78
Cranbrook Wealth Management
Michigan
$268K 4,739 +404 +9%
RW
79
REDW Wealth
New Mexico
$266K 4,704 +395 +9%
BIA
80
Bigelow Investment Advisors
Maine
$246K 4,362 +162 +4%
BCA
81
Bay Colony Advisors
Massachusetts
$246K 4,364 +4,364 New
ATWA
82
Arbor Trust Wealth Advisors
Michigan
$245K 4,346 – –
CFG
83
Cooper Financial Group
California
$243K 4,299 +4,299 New
NFG
84
Next Financial Group
Texas
$242K 4,282 +4,282 New
V
85
Veritable
Delaware
$240K 4,243 +4,243 New
JFA
86
JNBA Financial Advisors
Minnesota
$236K 4,182 – –
Prudential Financial
87
Prudential Financial
New Jersey
$233K 4,129 +4,129 New
FAAS
88
First Allied Advisory Services
California
$229K 4,050 +4,050 New
BBA
89
BLB&B Advisors
Pennsylvania
$228K 4,032 +4,032 New
BPA
90
Beacon Pointe Advisors
California
$222K 3,937 +3,937 New
MNG
91
Manning & Napier Group
New York
– – – –
CL
92
CPWM LLC
Washington
$213K 3,768 +3,768 New
FCIM
93
Fairview Capital Investment Management
California
$207K 3,675 – –
WIA
94
World Investment Advisors
California
$202K 3,584 – –
RCAG
95
Rehmann Capital Advisory Group
Michigan
$201K 3,561 +3,561 New
APA
96
American Portfolios Advisors
New York
$182K 3,215 +3,215 New
TPWA
97
TRUE Private Wealth Advisors
Oregon
$142K 2,518 – –
HGWM
98
Harvest Group Wealth Management
Massachusetts
$141K 2,502 +2,249 +889%
BWM
99
BerganKDV Wealth Management
Minnesota
$130K 2,306 +2,306 New
RIM
100
Rockbridge Investment Management
New York
$95K 1,680 +1,680 New
2 3
4
5 6