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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
101
United Capital Financial Advisors
Texas
$1.88M -$272K -5,779 -13%
FPCP
102
Fort Point Capital Partners
California
$1.86M +$28.8K +611 +2%
LRWA
103
Long Run Wealth Advisors
New York
$1.85M -$47.4K -1,007 -2%
EFM
104
Eley Financial Management
Vermont
$1.83M -$118K -2,509 -6%
JFA
105
JNBA Financial Advisors
Minnesota
$1.77M -$379K -8,055 -18%
CA
106
Cetera Advisors
Colorado
$1.74M +$756K +16,056 +77%
ASN
107
Advisory Services Network
Georgia
$1.71M -$30.4K -646 -2%
UB
108
UMB Bank
Missouri
$1.66M +$141 +3 +0%
BCM
109
Brookstone Capital Management
Illinois
$1.66M -$92.3K -1,962 -5%
BMD
110
Better Money Decisions
New Mexico
$1.61M +$44K +934 +3%
PA
111
Parallel Advisors
California
$1.57M +$524K +11,126 +50%
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$1.54M +$101K +2,145 +7%
FG
113
Foster Group
Iowa
$1.53M -$56.4K -1,199 -4%
AIA
114
Ally Invest Advisors
North Carolina
$1.48M +$182K +3,867 +14%
HI
115
Harbour Investments
Wisconsin
$1.46M +$559K +11,877 +62%
EGWAG
116
Elwood & Goetz Wealth Advisory Group
Georgia
$1.46M -$999K -21,233 -41%
SPA
117
Sentinel Pension Advisors
Massachusetts
$1.42M +$26.4K +561 +2%
WA
118
Wealth Architects
California
$1.4M +$743K +15,786 +112%
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$1.4M -$572K -12,158 -29%
RIS
120
Retirement Income Solutions
Michigan
$1.39M -$15K -319 -1%
BAAM
121
Baker Avenue Asset Management
California
$1.37M +$22.2K +472 +2%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$1.37M – – –
NA
123
NewEdge Advisors
Louisiana
$1.37M +$608K +12,925 +80%
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.36M +$272K +5,769 +25%
OPS
125
Orion Portfolio Solutions
Nebraska
$1.25M -$40.4K -858 -3%
3 4
5
6 7