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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
126
Cornerstone Wealth Management
Missouri
$1.02M 22,487 -7,074 -24%
CA
127
Cetera Advisors
Colorado
$1.01M 22,215 +3,354 +18%
FHB
128
First Hawaiian Bank
Hawaii
$991K 21,883 -1,418 -6%
PHIC
129
Pine Haven Investment Counsel
Massachusetts
$968K 21,366 +65 +0.3%
SCM
130
Stonehearth Capital Management
Massachusetts
$958K 21,151 +443 +2%
DWA
131
Divergent Wealth Advisors
Utah
$946K 20,890 -32,672 -61%
G
132
GenTrust
Florida
$946K 20,881 -734 -3%
AWM
133
AE Wealth Management
Kansas
$943K 20,812 +1,686 +9%
VFA
134
Valeo Financial Advisors
Indiana
$931K 20,558 +1,987 +11%
EWA
135
EP Wealth Advisors
California
$929K 20,502 +3,457 +20%
FFN
136
Focus Financial Network
Minnesota
$924K 20,388 +185 +0.9%
SFA
137
Sequoia Financial Advisors
Ohio
$923K 20,372 +369 +2%
CPRC
138
Consolidated Portfolio Review Corp
New York
$901K 19,888 +19,888 New
ODIJL
139
One Day In July LLC
Vermont
$835K 18,431 -83 -0.4%
SWA
140
Stratos Wealth Advisors
Ohio
$831K 18,338 +4,743 +35%
WWA
141
WCG Wealth Advisors
Nevada
$820K 18,102 +2,836 +19%
HI
142
Harbour Investments
Wisconsin
$814K 17,974 +785 +5%
FF
143
Friedenthal Financial
New Jersey
$812K 17,917 +17,917 New
WIA
144
World Investment Advisors
California
$804K 17,756 +6,793 +62%
Stifel Financial
145
Stifel Financial
Missouri
$794K 17,518 -435 -2%
SPIA
146
Steward Partners Investment Advisory
New York
$790K 17,432 +4,060 +30%
TA
147
Tiedemann Advisors
New York
$787K 17,377 -1,928 -10%
CL
148
Choreo LLC
Illinois
$783K 17,276 +4,302 +33%
NCM
149
Neumann Capital Management
California
$746K 16,475 +2,045 +14%
DADC
150
D.A. Davidson & Co
Montana
$736K 16,243 +1,724 +12%
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