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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
101
Citizens Financial Group
Rhode Island
$1.21M 25,117 -16,186 -39%
CWM
102
Cornerstone Wealth Management
Missouri
$1.19M 24,745 +24,745 New
TPCW
103
TD Private Client Wealth
New York
$1.17M 24,447 +4,745 +24%
OIA
104
OneDigital Investment Advisors
Kansas
$1.17M 24,389 +9,222 +61%
FANJ
105
Financial Architects (New Jersey)
New Jersey
$1.17M 24,365 -1,900 -7%
ACA
106
Affinity Capital Advisors
California
$1.13M 23,539 -4,871 -17%
FHB
107
First Hawaiian Bank
Hawaii
$1.12M 23,238 +219 +1%
G
108
GenTrust
Florida
$1.11M 23,120 -1,312 -5%
RA
109
RFG Advisory
Alabama
$1.11M 23,115 +1,565 +7%
CWM
110
Cranbrook Wealth Management
Michigan
$1.07M 22,298 +245 +1%
FFN
111
Focus Financial Network
Minnesota
$1.06M 22,049 +22,049 New
TAIM
112
TD Ameritrade Investment Management
Nebraska
$1.05M 21,887 -2,582 -11%
SCM
113
Stonehearth Capital Management
Massachusetts
$1M 20,898 +459 +2%
LWMG
114
Levy Wealth Management Group
Pennsylvania
$1M 20,831 +4,784 +30%
IWC
115
Integrated Wealth Concepts
Massachusetts
$981K 20,412 +6,233 +44%
SFA
116
Sequoia Financial Advisors
Ohio
$955K 19,868 +2,234 +13%
LFA
117
Legacy Financial Advisors
Kentucky
$954K 19,843 +212 +1%
MMA
118
Miracle Mile Advisors
California
$952K 19,808 – –
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$951K 19,798 +19,798 New
NYLIM
120
New York Life Investment Management
New York
$945K 19,657 -1,322 -6%
ODIJL
121
One Day In July LLC
Vermont
$896K 18,633 +40 +0.2%
VFA
122
Valeo Financial Advisors
Indiana
$895K 18,632 +18,632 New
RSWM
123
Robertson Stephens Wealth Management
California
$875K 18,201 -748 -4%
AWM
124
AE Wealth Management
Kansas
$866K 18,021 +18,021 New
PHIC
125
Pine Haven Investment Counsel
Massachusetts
$849K 17,656 +500 +3%
3 4
5
6 7