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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HPFG
76
Hart & Patterson Financial Group
Massachusetts
$2.87M 61,630 -3,443 -5%
OFG
77
Omega Financial Group
California
$2.82M 60,487 -634 -1%
HGWM
78
Horst & Graben Wealth Management
Oregon
$2.8M 60,058 -6,116 -9%
OIA
79
OneDigital Investment Advisors
Kansas
$2.79M 59,951 +34,684 +137%
PA
80
Parkside Advisors
California
$2.78M 59,672 +2,633 +5%
BC
81
Brio Consultants
California
$2.75M 58,930 +9,686 +20%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$2.71M 58,048 +8,283 +17%
RFA
83
RTD Financial Advisors
Pennsylvania
$2.69M 57,681 -831 -1%
EWA
84
EP Wealth Advisors
California
$2.65M 56,810 -32,845 -37%
US Bancorp
85
US Bancorp
Minnesota
$2.58M 55,264 -28,002 -34%
SWG
86
Summit Wealth Group
Vermont
$2.57M 55,064 -1,513 -3%
GI
87
Gradient Investments
Minnesota
$2.49M 53,451 +1,170 +2%
BMC
88
Bear Mountain Capital
Washington
$2.47M 52,356 +2,610 +5%
EH
89
Equitable Holdings
New York
$2.4M 51,560 +208 +0.4%
Corient Private Wealth
90
Corient Private Wealth
Florida
$2.4M 51,549 +210 +0.4%
BDFN
91
Bond & Devick Financial Network
Minnesota
$2.4M 51,471 +498 +1%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$2.38M 50,600 +49,806 +6,273%
AssetMark Inc
93
AssetMark Inc
California
$2.35M 50,475 +4,017 +9%
LNWWM
94
Laird Norton Wetherby Wealth Management
California
$2.31M 49,585 – –
SPA
95
Sentinel Pension Advisors
Massachusetts
$2.29M 49,136 +19,041 +63%
LSAG
96
Lake Street Advisors Group
New Hampshire
$2.17M 46,641 – –
UCFA
97
United Capital Financial Advisors
Texas
$2.14M 45,827 +5,953 +15%
MWM
98
Modera Wealth Management
New Jersey
$2.12M 45,388 +2,177 +5%
SHJ
99
Sharkey, Howes & Javer
Colorado
$2.1M 45,016 -11,428 -20%
OMC
100
Old Mission Capital
Illinois
$1.97M 42,316 +31,857 +305%
2 3
4
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