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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 Holding Trade Value Shares
Change 		Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$82K +$82K +1,454 New
TF
102
TimeScale Financial
Massachusetts
$81K +$226 +4 +0.3%
Morgan Stanley
103
Morgan Stanley
New York
$65K – – –
SWM
104
Sugarloaf Wealth Management
Georgia
$64K +$64K +1,066 New
SFPG
105
Stonebridge Financial Planning Group
Florida
$51K +$51K +900 New
SFS
106
Sowell Financial Services
Arkansas
$49K +$112 +2 +0.2%
AF
107
Advisornet Financial
Minnesota
$43K -$54.1K -961 -56%
SPIA
108
Steward Partners Investment Advisory
New York
$34K +$14.7K +263 +76%
RWG
109
Regal Wealth Group
California
$17K – – –
PAI
110
Pittenger & Anderson Inc
Nebraska
$15K +$15K +265 New
FCM
111
Firestone Capital Management
Florida
$10K – – –
F
112
F3Logic
Minnesota
$9.12K +$9.12K +161 New
PP
113
Pacifica Partners
Canada
$7K – – –
CFN
114
Cordasco Financial Network
Florida
$4K +$4K +63 New
IA
115
IFP Advisors
Florida
$2K – – –
BWA
116
Burt Wealth Advisors
Maryland
$2K +$2K +44 New
BCM
117
Bourgeon Capital Management
Connecticut
$1K – – –
CA
118
Crewe Advisors
Utah
$1K +$1K +19 New
FCA
119
FinTrust Capital Advisors
South Carolina
$1 – – –
BIP
120
Blueprint Investment Partners
North Carolina
– -$690K -12,204 Closed
TI
121
tru Independence
Oregon
– -$553 -9,784 Closed
CRWM
122
Castle Rock Wealth Management
California
– -$402K -7,015 Closed
SFO
123
Stokes Family Office
Louisiana
– -$350K -6,190 Closed
TIA
124
Traphagen Investment Advisors
New Jersey
– -$326K -4,662 Closed
CFG
125
Citizens Financial Group
Rhode Island
– -$18K -324 Closed
2 3 4
5
6