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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
101
Center for Financial Planning
Michigan
$1.96M 42,130 +1,938 +5%
NA
102
NewEdge Advisors
Louisiana
$1.9M 40,720 +11,711 +40%
FPCP
103
Fort Point Capital Partners
California
$1.86M 39,881 +386 +1%
PA
104
Parallel Advisors
California
$1.86M 39,849 +6,546 +20%
EFM
105
Eley Financial Management
Vermont
$1.86M 39,828 +911 +2%
COCM
106
Charter Oak Capital Management
New Hampshire
$1.85M 39,778 +17,763 +81%
LRWA
107
Long Run Wealth Advisors
New York
$1.85M 39,743 +452 +1%
BMD
108
Better Money Decisions
New Mexico
$1.69M 36,253 +2,059 +6%
BCM
109
Brookstone Capital Management
Illinois
$1.68M 35,594 +294 +0.8%
UB
110
UMB Bank
Missouri
$1.65M 35,359 – –
AIA
111
Ally Invest Advisors
North Carolina
$1.63M 35,017 +3,628 +12%
AG
112
AlTi Global
New York
$1.61M 34,475 -21,147 -38%
FG
113
Foster Group
Iowa
$1.6M 34,369 +1,770 +5%
BWL
114
Bogart Wealth LLC
Virginia
$1.57M 33,701 +15,337 +84%
ODIJL
115
One Day In July LLC
Vermont
$1.52M 32,600 +12,780 +64%
ASN
116
Advisory Services Network
Georgia
$1.43M 30,700 -5,696 -16%
Stifel Financial
117
Stifel Financial
Missouri
$1.41M 30,268 +4,689 +18%
WA
118
Wealth Architects
California
$1.41M 30,212 +367 +1%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$1.4M 30,072 -2,652 -8%
TWP
120
Tempus Wealth Planning
California
$1.37M 29,496 +29,496 New
LWMG
121
Levy Wealth Management Group
Pennsylvania
$1.36M 29,217 +471 +2%
BAAM
122
Baker Avenue Asset Management
California
$1.33M 28,490 -708 -2%
Focus Partners Wealth
123
Focus Partners Wealth
Massachusetts
$1.3M 27,952 -1,826 -6%
JFA
124
JNBA Financial Advisors
Minnesota
$1.29M 27,763 -9,875 -26%
Principal Financial Group
125
Principal Financial Group
Iowa
$1.26M 27,059 -16,986 -39%
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5
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