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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 %
SWG
76
Summit Wealth Group
Vermont
$2.38M 50,485 -1,161,492 -96%
WP
77
WealthSource Partners
California
$2.38M 50,399 -553 -1%
BDFN
78
Bond & Devick Financial Network
Minnesota
$2.37M 50,329 +6,773 +16%
LNWWM
79
Laird Norton Wetherby Wealth Management
California
$2.34M 49,585 -500 -1%
CAN
80
Cetera Advisor Networks
California
$2.25M 47,669 +3,924 +9%
Corient Private Wealth
81
Corient Private Wealth
Florida
$2.22M 47,094 -217 -0.5%
EGWAG
82
Elwood & Goetz Wealth Advisory Group
Georgia
$2.21M 46,957 -1,282 -3%
LSAG
83
Lake Street Advisors Group
New Hampshire
$2.14M 45,403 -2,120 -4%
RJT
84
Raymond James Trust
Florida
$2.1M 44,424 – –
SHJ
85
Sharkey, Howes & Javer
Colorado
$2.08M 44,006 +472 +1%
MWM
86
Modera Wealth Management
New Jersey
$2.05M 43,458 +43,458 New
OPS
87
Orion Portfolio Solutions
Nebraska
$2.05M 43,454 +10,059 +30%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.05M 43,454 +10,059 +30%
CF
89
Cantor Fitzgerald
New York
$2.04M 43,200 -666 -2%
Prudential Financial
90
Prudential Financial
New Jersey
$2M 42,463 -2,281 -5%
LRWA
91
Long Run Wealth Advisors
New York
$1.9M 40,317 -1,151 -3%
BCM
92
Brookstone Capital Management
Illinois
$1.88M 40,522 -71 -0.2%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$1.81M 38,273 +7,049 +23%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$1.74M 36,793 +8,032 +28%
JFA
95
JNBA Financial Advisors
Minnesota
$1.73M 36,686 -1,601 -4%
EH
96
Equitable Holdings
New York
$1.69M 35,920 +1,561 +5%
UB
97
UMB Bank
Missouri
$1.67M 35,356 +30,787 +674%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$1.65M 34,875 +3,260 +10%
US Bancorp
99
US Bancorp
Minnesota
$1.61M 34,062 +27,077 +388%
AssetMark Inc
100
AssetMark Inc
California
$1.6M 33,926 +6,942 +26%
2 3
4
5 6