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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
76
Bartlett & Co Wealth Management
Ohio
$2.97M +$47.9K +1,017 +2%
OFG
77
Omega Financial Group
California
$2.88M +$5.37K +114 +0.2%
RFA
78
RTD Financial Advisors
Pennsylvania
$2.75M -$5.32K -113 -0.2%
CFIA
79
Cantor Fitzgerald Investment Advisors
New York
$2.75M +$60.7K +1,289 +2%
PA
80
Parkside Advisors
California
$2.68M +$160K +3,404 +6%
SWG
81
Summit Wealth Group
Vermont
$2.66M +$21.5K +457 +0.8%
SHJ
82
Sharkey, Howes & Javer
Colorado
$2.66M +$113K +2,402 +4%
AG
83
AlTi Global
New York
$2.62M +$31.5K +670 +1%
Franklin Resources
84
Franklin Resources
California
$2.61M +$65K +1,382 +3%
GI
85
Gradient Investments
Minnesota
$2.46M -$130K -2,767 -5%
EH
86
Equitable Holdings
New York
$2.42M +$65.9K +1,401 +3%
Corient Private Wealth
87
Corient Private Wealth
Florida
$2.42M -$473K -10,044 -16%
BDFN
88
Bond & Devick Financial Network
Minnesota
$2.4M +$82.4K +1,750 +4%
RCS
89
Retirement Capital Strategies
California
$2.35M +$40.4K +859 +2%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$2.34M +$420K +8,933 +22%
LNWWM
91
Laird Norton Wetherby Wealth Management
California
$2.33M – – –
BFA
92
Bluestem Financial Advisors
Illinois
$2.32M +$495K +10,521 +27%
BC
93
Brio Consultants
California
$2.32M -$18.6K -396 -0.8%
BMC
94
Bear Mountain Capital
Washington
$2.28M -$28.9K -630 -1%
LSAG
95
Lake Street Advisors Group
New Hampshire
$2.19M +$13.7K +292 +0.6%
AssetMark Inc
96
AssetMark Inc
California
$2.19M +$1.13K +24 +0.1%
CT
97
Cambridge Trust
Massachusetts
$2.1M -$417K -8,860 -17%
Principal Financial Group
98
Principal Financial Group
Iowa
$2.07M – – –
MWM
99
Modera Wealth Management
New Jersey
$2.03M +$41.1K +873 +2%
CFFP
100
Center for Financial Planning
Michigan
$1.89M +$668K +14,191 +55%
2 3
4
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