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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 %
BAAM
126
Baker Avenue Asset Management
California
$1.53M 32,980 -138 -0.4%
Focus Partners Wealth
127
Focus Partners Wealth
Massachusetts
$1.52M 32,827 +24,660 +302%
MA
128
Mutual Advisors
Nebraska
$1.49M 32,143 -1,484 -4%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$1.48M 31,965 +15,055 +89%
ODIJL
130
One Day In July LLC
Vermont
$1.48M 31,873 +696 +2%
PHIC
131
Pine Haven Investment Counsel
Massachusetts
$1.47M 31,680 +3,965 +14%
HPFG
132
Hart & Patterson Financial Group
Massachusetts
$1.46M 31,477 +2,190 +7%
SWG
133
Summit Wealth Group
Vermont
$1.43M 30,795 -20,960 -40%
TWP
134
Tempus Wealth Planning
California
$1.4M 30,055 +1,788 +6%
CWM
135
Cranbrook Wealth Management
Michigan
$1.39M 29,850 +4,349 +17%
Janney Montgomery Scott
136
Janney Montgomery Scott
Pennsylvania
$1.38M 29,697 +81 +0.3%
NCM
137
Neumann Capital Management
California
$1.35M 29,005 +3,630 +14%
ASN
138
Advisory Services Network
Georgia
$1.34M 28,934 -1,766 -6%
NRI
139
NFP Retirement Inc
California
$1.33M 28,712 +7,822 +37%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$1.32M 28,422 +28,422 New
TPCW
141
TD Private Client Wealth
New York
$1.29M 27,792 +1,123 +4%
AL
142
Aspiriant LLC
California
$1.22M 26,339 – –
WFAG
143
Wescott Financial Advisory Group
Pennsylvania
$1.18M 25,470 +4,089 +19%
HI
144
Harbour Investments
Wisconsin
$1.18M 25,370 +772 +3%
PWM
145
Perigon Wealth Management
California
$1.17M 25,276 +6,024 +31%
SCM
146
Stonehearth Capital Management
Massachusetts
$1.16M 25,017 +781 +3%
MGIA
147
Moneta Group Investment Advisors
Missouri
$1.14M 24,647 +5,710 +30%
AWM
148
Aprio Wealth Management
Georgia
$1.12M 24,015 +291 +1%
CWM
149
Cornerstone Wealth Management
Missouri
$1.11M 23,912 -390 -2%
CWA
150
Crux Wealth Advisors
California
$1.11M 23,844 +23,844 New
4 5
6
7 8