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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
101
UMB Bank
Missouri
$1.6M 35,356 – –
BFA
102
Bluestem Financial Advisors
Illinois
$1.57M 34,605 +1,554 +5%
BMD
103
Better Money Decisions
New Mexico
$1.54M 33,960 +270 +0.8%
FG
104
Foster Group
Iowa
$1.53M 33,798 +731 +2%
Principal Financial Group
105
Principal Financial Group
Iowa
$1.42M 31,384 +15,119 +93%
RIS
106
Retirement Income Solutions
Michigan
$1.38M 30,403 -1,710 -5%
SPA
107
Sentinel Pension Advisors
Massachusetts
$1.37M 30,224 +43 +0.1%
OPS
108
Orion Portfolio Solutions
Nebraska
$1.36M 29,928 -13,526 -31%
BCI
109
Brinker Capital Investments
Pennsylvania
$1.36M 29,928 -13,526 -31%
BWM
110
Baystate Wealth Management
Massachusetts
$1.34M 29,473 +4,834 +20%
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.3M 28,725 +9,924 +53%
BAAM
112
Baker Avenue Asset Management
California
$1.29M 28,399 -619 -2%
LWMG
113
Levy Wealth Management Group
Pennsylvania
$1.29M 28,399 +4,119 +17%
Renaissance Technologies
114
Renaissance Technologies
New York
$1.22M 27,000 +27,000 New
CFG
115
Citizens Financial Group
Rhode Island
$1.19M 26,347 +1,120 +4%
TPCW
116
TD Private Client Wealth
New York
$1.19M 26,225 +1,085 +4%
DI
117
DFPG Investments
Utah
$1.16M 25,793 +71 +0.3%
Janney Montgomery Scott
118
Janney Montgomery Scott
Pennsylvania
$1.13M 25,032 -40 -0.2%
AIA
119
Ally Invest Advisors
North Carolina
$1.12M 24,701 +10,215 +71%
RA
120
RFG Advisory
Alabama
$1.1M 24,353 +948 +4%
CFFP
121
Center for Financial Planning
Michigan
$1.1M 24,243 +8,808 +57%
BFP
122
Brewster Financial Planning
New York
$1.07M 23,551 – –
AWM
123
Aprio Wealth Management
Georgia
$1.05M 23,134 +7,711 +50%
LFA
124
Legacy Financial Advisors
Kentucky
$1.04M 22,953 +1,954 +9%
CWM
125
Cranbrook Wealth Management
Michigan
$1.04M 22,876 +1,388 +6%
3 4
5
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