EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$2.49M 53,574 +445 +0.8%
EFM
102
Eley Financial Management
Vermont
$2.36M 50,842 +5,954 +13%
MWM
103
Modera Wealth Management
New Jersey
$2.32M 50,054 +167 +0.3%
Stifel Financial
104
Stifel Financial
Missouri
$2.32M 49,927 -847 -2%
UCFA
105
United Capital Financial Advisors
Texas
$2.25M 48,499 +3,769 +8%
ICCON
106
Investment Counsel Company of Nevada
Nevada
$2.25M 48,484 +48,484 New
SHJ
107
Sharkey, Howes & Javer
Colorado
$2.23M 48,108 +4,004 +9%
CFFP
108
Center for Financial Planning
Michigan
$2.06M 44,428 +1,890 +4%
FG
109
Foster Group
Iowa
$2.03M 43,705 +2,123 +5%
AIA
110
Ally Invest Advisors
North Carolina
$2M 42,981 +6,389 +17%
BFP
111
Brewster Financial Planning
New York
$1.99M 42,935 +18,518 +76%
FPCP
112
Fort Point Capital Partners
California
$1.89M 40,695 +521 +1%
BWL
113
Bogart Wealth LLC
Virginia
$1.89M 40,673 +1,575 +4%
WA
114
Wealth Architects
California
$1.87M 40,272 +7,449 +23%
WA
115
Westfuller Advisors
New York
$1.87M 40,173 +505 +1%
BMD
116
Better Money Decisions
New Mexico
$1.84M 39,708 +413 +1%
ISFAN
117
Investor's Fiduciary Advisor Network
Washington
$1.82M 39,091 +39,091 New
BCM
118
Brookstone Capital Management
Illinois
$1.81M 38,998 +2,098 +6%
WWA
119
Wingate Wealth Advisors
Massachusetts
$1.77M 38,051 +38,051 New
SA
120
Sanctuary Advisors
Indiana
$1.7M 36,439 +163 +0.4%
IWA
121
Invera Wealth Advisors
Oregon
$1.69M 36,299 +5,158 +17%
PSA
122
Plum Street Advisors
Louisiana
$1.62M 34,851 +16,314 +88%
PA
123
Planning Alternatives
Michigan
$1.6M 34,383 +5,267 +18%
BCWM
124
Bartlett & Co Wealth Management
Ohio
$1.6M 34,381 -6,116 -15%
SA
125
Stewardship Advisors
Pennsylvania
$1.59M 34,256 -75,545 -69%
3 4
5
6 7