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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
GI
76
Gradient Investments
Minnesota
$2.5M 55,237 -2,716 -5%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$2.48M 54,650 +16,377 +43%
WP
78
WealthSource Partners
California
$2.45M 54,150 +3,751 +7%
Jane Street
79
Jane Street
New York
$2.41M 53,221 -390,228 -88%
BDFN
80
Bond & Devick Financial Network
Minnesota
$2.41M 53,091 +2,762 +5%
GWM
81
Grand Wealth Management
Michigan
$2.33M 51,541 +459 +0.9%
SWG
82
Summit Wealth Group
Vermont
$2.28M 50,343 -142 -0.3%
PA
83
Parkside Advisors
California
$2.25M 49,661 -5,076 -9%
LNWWM
84
Laird Norton Wetherby Wealth Management
California
$2.25M 49,585 – –
EGWAG
85
Elwood & Goetz Wealth Advisory Group
Georgia
$2.24M 49,530 +2,573 +5%
Corient Private Wealth
86
Corient Private Wealth
Florida
$2.14M 47,304 +210 +0.4%
CHP
87
Cable Hill Partners
Oregon
$2.14M 47,138 -6,247 -12%
EH
88
Equitable Holdings
New York
$2.1M 46,392 +10,472 +29%
LSAG
89
Lake Street Advisors Group
New Hampshire
$2.07M 45,788 +385 +0.8%
RJT
90
Raymond James Trust
Florida
$2.01M 44,399 -25 -0.1%
JFA
91
JNBA Financial Advisors
Minnesota
$1.98M 43,677 +6,991 +19%
MWM
92
Modera Wealth Management
New Jersey
$1.95M 43,110 -348 -0.8%
AssetMark Inc
93
AssetMark Inc
California
$1.9M 41,853 +7,927 +23%
Prudential Financial
94
Prudential Financial
New Jersey
$1.86M 41,142 -1,321 -3%
BC
95
Brio Consultants
California
$1.84M 40,677 +11,246 +38%
LRWA
96
Long Run Wealth Advisors
New York
$1.82M 40,240 -77 -0.2%
BCM
97
Brookstone Capital Management
Illinois
$1.78M 40,385 -137 -0.3%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$1.74M 38,329 +3,454 +10%
ASN
99
Advisory Services Network
Georgia
$1.71M 37,802 +30,618 +426%
OIA
100
OneDigital Investment Advisors
Kansas
$1.65M 36,465 +9,561 +36%
2 3
4
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