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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.99%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMD
101
Better Money Decisions
New Mexico
$1.59M 33,690 +2,662 +9%
FG
102
Foster Group
Iowa
$1.56M 33,067 +1,657 +5%
BFA
103
Bluestem Financial Advisors
Illinois
$1.56M 33,051 +15,831 +92%
RIS
104
Retirement Income Solutions
Michigan
$1.51M 32,113 +2,201 +7%
SPA
105
Sentinel Pension Advisors
Massachusetts
$1.42M 30,181 +1,469 +5%
CWM
106
Cornerstone Wealth Management
Missouri
$1.39M 29,561 +4,816 +19%
BC
107
Brio Consultants
California
$1.39M 29,431 +607 +2%
BAAM
108
Baker Avenue Asset Management
California
$1.37M 29,018 +805 +3%
OIA
109
OneDigital Investment Advisors
Kansas
$1.27M 26,904 +2,515 +10%
ACA
110
Affinity Capital Advisors
California
$1.24M 26,279 +2,740 +12%
DI
111
DFPG Investments
Utah
$1.22M 25,722 +11,023 +75%
CFG
112
Citizens Financial Group
Rhode Island
$1.19M 25,227 +110 +0.4%
TPCW
113
TD Private Client Wealth
New York
$1.19M 25,140 +693 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$1.18M 25,072 +5,274 +27%
BWM
115
Baystate Wealth Management
Massachusetts
$1.16M 24,639 -7,133 -22%
LWMG
116
Levy Wealth Management Group
Pennsylvania
$1.15M 24,280 +3,449 +17%
BFP
117
Brewster Financial Planning
New York
$1.11M 23,551 +18,357 +353%
RA
118
RFG Advisory
Alabama
$1.1M 23,405 +290 +1%
FHB
119
First Hawaiian Bank
Hawaii
$1.1M 23,301 +63 +0.3%
FANJ
120
Financial Architects (New Jersey)
New Jersey
$1.06M 22,526 -1,839 -8%
G
121
GenTrust
Florida
$1.02M 21,615 -1,505 -7%
CWM
122
Cranbrook Wealth Management
Michigan
$1.01M 21,488 -810 -4%
PHIC
123
Pine Haven Investment Counsel
Massachusetts
$1M 21,301 +3,645 +21%
LFA
124
Legacy Financial Advisors
Kentucky
$991K 20,999 +1,156 +6%
SCM
125
Stonehearth Capital Management
Massachusetts
$977K 20,708 -190 -0.9%
3 4
5
6 7