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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 %
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$1.44M 29,616 -456 -2%
ASN
127
Advisory Services Network
Georgia
$1.43M 30,700 – –
HPFG
128
Hart & Patterson Financial Group
Massachusetts
$1.42M 29,287 -32,343 -52%
PA
129
Planning Alternatives
Michigan
$1.41M 29,116 +29,116 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$1.38M 28,369 +2,163 +8%
TWP
131
Tempus Wealth Planning
California
$1.37M 28,267 -1,229 -4%
PHIC
132
Pine Haven Investment Counsel
Massachusetts
$1.35M 27,715 +2,722 +11%
TPCW
133
TD Private Client Wealth
New York
$1.3M 26,669 +161 +0.6%
AL
134
Aspiriant LLC
California
$1.28M 26,339 – –
DAS
135
Diversify Advisory Services
Utah
$1.27M 26,776 +5,480 +26%
RA
136
RFG Advisory
Alabama
$1.24M 25,542 -143 -0.6%
CWM
137
Cranbrook Wealth Management
Michigan
$1.24M 25,501 +1,130 +5%
NCM
138
Neumann Capital Management
California
$1.23M 25,375 +1,140 +5%
HI
139
Harbour Investments
Wisconsin
$1.2M 24,598 -2,139 -8%
BFP
140
Brewster Financial Planning
New York
$1.19M 24,417 +235 +1%
CWM
141
Cornerstone Wealth Management
Missouri
$1.18M 24,302 +126 +0.5%
SCM
142
Stonehearth Capital Management
Massachusetts
$1.18M 24,236 +1,053 +5%
CWM
143
Congress Wealth Management
Massachusetts
$1.18M 24,224 +335 +1%
AWM
144
Aprio Wealth Management
Georgia
$1.15M 23,724 +53 +0.2%
Prudential Financial
145
Prudential Financial
New Jersey
$1.13M 23,353 +2,862 +14%
AWM
146
Axxcess Wealth Management
California
$1.13M 23,331 -235 -1%
VFA
147
Valeo Financial Advisors
Indiana
$1.07M 21,975 +796 +4%
GWM
148
Grand Wealth Management
Michigan
$1.06M 21,911 +122 +0.6%
G
149
GenTrust
Florida
$1.06M 21,890 +863 +4%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.04M 21,381 +342 +2%
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