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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
126
Focus Financial Network
Minnesota
$953K 20,203 -1,846 -8%
SFA
127
Sequoia Financial Advisors
Ohio
$944K 20,003 +135 +0.7%
TA
128
Tiedemann Advisors
New York
$911K 19,305 +19,305 New
AWM
129
AE Wealth Management
Kansas
$902K 19,126 +1,105 +6%
CA
130
Cetera Advisors
Colorado
$890K 18,861 +3,022 +19%
IWC
131
Integrated Wealth Concepts
Massachusetts
$887K 18,801 -1,611 -8%
VFA
132
Valeo Financial Advisors
Indiana
$876K 18,571 -61 -0.3%
ODIJL
133
One Day In July LLC
Vermont
$873K 18,514 -119 -0.6%
Stifel Financial
134
Stifel Financial
Missouri
$847K 17,953 +1,110 +7%
CWM
135
Congress Wealth Management
Massachusetts
$829K 17,572 +17,572 New
HI
136
Harbour Investments
Wisconsin
$811K 17,189 +3,290 +24%
CSPIA
137
Cary Street Partners Investment Advisory
Virginia
$807K 17,111 – –
Principal Financial Group
138
Principal Financial Group
Iowa
$767K 16,265 – –
EWA
139
EP Wealth Advisors
California
$761K 17,045 +15,035 +748%
DPI
140
Diversified Portfolios Inc
Michigan
$756K 16,031 +576 +4%
OWM
141
Orgel Wealth Management
Wisconsin
$753K 15,965 -79 -0.5%
KL
142
KilterHowling LLC
Colorado
$736K 15,595 -307 -2%
CFFP
143
Center for Financial Planning
Michigan
$728K 15,435 +7,874 +104%
AWM
144
Aprio Wealth Management
Georgia
$728K 15,423 +602 +4%
CPCM
145
Cardinal Point Capital Management
Ontario, Canada
$722K 15,315 +220 +1%
WWA
146
WCG Wealth Advisors
Nevada
$720K 15,266 +4,013 +36%
MMA
147
Miracle Mile Advisors
California
$717K 15,190 -4,618 -23%
IFWM
148
Institute for Wealth Management
Colorado
$713K 15,111 +1,448 +11%
TWM
149
Tradition Wealth Management
Minnesota
$696K 14,763 +8,823 +149%
DADC
150
D.A. Davidson & Co
Montana
$685K 14,519 +267 +2%
4 5
6
7 8