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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
126
Brinker Capital Investments
Pennsylvania
$1.3M 27,446 -2,482 -8%
CFG
127
Citizens Financial Group
Rhode Island
$1.28M 26,906 +559 +2%
TPCW
128
TD Private Client Wealth
New York
$1.28M 26,858 +633 +2%
AL
129
Aspiriant LLC
California
$1.28M 26,745 +26,745 New
DI
130
DFPG Investments
Utah
$1.27M 26,744 +951 +4%
Prudential Financial
131
Prudential Financial
New Jersey
$1.25M 26,125 -15,017 -37%
CFFP
132
Center for Financial Planning
Michigan
$1.24M 26,001 +1,758 +7%
CWM
133
Congress Wealth Management
Massachusetts
$1.21M 25,328 +25,328 New
RA
134
RFG Advisory
Alabama
$1.18M 24,634 +281 +1%
BFP
135
Brewster Financial Planning
New York
$1.13M 23,772 +221 +0.9%
AWM
136
Aprio Wealth Management
Georgia
$1.12M 23,528 +394 +2%
CWM
137
Cornerstone Wealth Management
Missouri
$1.11M 23,202 +715 +3%
CHP
138
Cable Hill Partners
Oregon
$1.11M 23,370 -23,768 -50%
AWM
139
Axxcess Wealth Management
California
$1.1M 23,122 +10,003 +76%
IWC
140
Integrated Wealth Concepts
Massachusetts
$1.1M 23,099 -5,626 -20%
PHIC
141
Pine Haven Investment Counsel
Massachusetts
$1.1M 23,011 +1,645 +8%
NP
142
NorthRock Partners
Minnesota
$1.08M 22,521 +22,521 New
SPIA
143
Steward Partners Investment Advisory
New York
$1.07M 22,381 +4,949 +28%
PA
144
Parallel Advisors
California
$1.06M 22,177 +8,629 +64%
LFA
145
Legacy Financial Advisors
Kentucky
$1.04M 21,784 -1,169 -5%
FHB
146
First Hawaiian Bank
Hawaii
$1M 20,986 -897 -4%
G
147
GenTrust
Florida
$1,000K 20,944 +63 +0.3%
DWA
148
Divergent Wealth Advisors
Utah
$997K 20,891 +1 +0%
CA
149
Cetera Advisors
Colorado
$996K 20,864 -1,351 -6%
SCM
150
Stonehearth Capital Management
Massachusetts
$995K 20,848 -303 -1%
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6
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