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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$2.47M 50,774 +20,506 +68%
MWM
102
Modera Wealth Management
New Jersey
$2.42M 49,887 +4,499 +10%
LNWWM
103
Laird Norton Wetherby Wealth Management
California
$2.41M 49,585 – –
EFM
104
Eley Financial Management
Vermont
$2.18M 44,888 +5,060 +13%
UCFA
105
United Capital Financial Advisors
Texas
$2.17M 44,730 -1,097 -2%
SHJ
106
Sharkey, Howes & Javer
Colorado
$2.14M 44,104 -912 -2%
CFFP
107
Center for Financial Planning
Michigan
$2.07M 42,538 +408 +1%
FG
108
Foster Group
Iowa
$2.02M 41,582 +7,213 +21%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$1.97M 40,497 -23,296 -37%
FPCP
110
Fort Point Capital Partners
California
$1.95M 40,174 +293 +0.7%
WA
111
Westfuller Advisors
New York
$1.93M 39,668 +39,668 New
BMD
112
Better Money Decisions
New Mexico
$1.91M 39,295 +3,042 +8%
BWL
113
Bogart Wealth LLC
Virginia
$1.9M 39,098 +5,397 +16%
JFA
114
JNBA Financial Advisors
Minnesota
$1.87M 38,580 +10,817 +39%
BCM
115
Brookstone Capital Management
Illinois
$1.79M 36,900 +1,306 +4%
AIA
116
Ally Invest Advisors
North Carolina
$1.78M 36,592 +1,575 +4%
UB
117
UMB Bank
Missouri
$1.72M 35,359 – –
Principal Financial Group
118
Principal Financial Group
Iowa
$1.71M 35,261 +8,202 +30%
SA
119
Sanctuary Advisors
Indiana
$1.7M 36,276 +9,823 +37%
BAAM
120
Baker Avenue Asset Management
California
$1.61M 33,118 +4,628 +16%
WA
121
Wealth Architects
California
$1.59M 32,823 +2,611 +9%
NA
122
NewEdge Advisors
Louisiana
$1.59M 32,818 -7,902 -19%
MA
123
Mutual Advisors
Nebraska
$1.59M 33,627 +33,627 New
ODIJL
124
One Day In July LLC
Vermont
$1.51M 31,177 -1,423 -4%
IWA
125
Invera Wealth Advisors
Oregon
$1.47M 31,141 +4,425 +17%
3 4
5
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