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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

196 hedge funds and large institutions have $1.23B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 107 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
196
Holders Change
+27
Holders Change %
+15.98%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
39
Increased
107
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$437M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$40.1M
3
BlackRock
3
BlackRock
New York
$91.7M
4
AA
4
Alesco Advisors
New York
$22M
5
KeyBank National Association
5
KeyBank National Association
Ohio
$18.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
WS
2
Wedbush Securities
California
$0
3
Creative Planning
3
Creative Planning
Kansas
$6.03M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$516K
5
SFA
5
Sequoia Financial Advisors
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TF
151
TimeScale Financial
Massachusetts
$234K 4,236 +2,214 +109%
DP
152
Denver PWM
Colorado
$231K 4,189 +60 +1%
CPWM
153
Cardinal Point Wealth Management
California
$226K 4,100 +4,100 New
KAS
154
Kestra Advisory Services
Texas
$225K 4,084 +4,084 New
CF
155
Corrigan Financial
Rhode Island
$213K 3,861 +3,861 New
SPC
156
Sigma Planning Corp
Michigan
$212K 3,837 +3,837 New
MA
157
Mutual Advisors
Nebraska
$204K 3,702 -714 -16%
IA
158
IFP Advisors
Florida
$204K 3,696 +272 +8%
PAS
159
Park Avenue Securities
New York
$203K 3,688 +3,688 New
FCIM
160
Fairview Capital Investment Management
California
$202K 3,675 – –
APA
161
American Portfolios Advisors
New York
$179K 3,242 +2,291 +241%
William Blair & Company
162
William Blair & Company
Illinois
$166K 3,016 -3,797 -56%
AF
163
Advisornet Financial
Minnesota
$163K 2,949 +2,604 +755%
Morgan Stanley
164
Morgan Stanley
New York
$158K 2,871 – –
BW
165
Bison Wealth
Georgia
$156K 2,830 +160 +6%
PFGIA
166
Patriot Financial Group Insurance Agency
Massachusetts
$147K 2,673 +155 +6%
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$128K 2,330 +2,330 New
RIM
168
Rockbridge Investment Management
New York
$127K 2,304 -35 -1%
BWM
169
BerganKDV Wealth Management
Minnesota
$127K 2,306 – –
AIM
170
Acropolis Investment Management
Missouri
$124K 2,261 – –
AF
171
Allworth Financial
California
$119K 2,153 +2,153 New
SWM
172
Sugarloaf Wealth Management
Georgia
$96K 1,746 – –
WFA
173
Wells Financial Advisors
Massachusetts
$84K 1,518 – –
4FG
174
4Thought Financial Group
New York
$69K 1,256 +14 +1%
FA
175
Flagstar Advisors
New York
$55K 1,003 +1,003 New
5 6
7
8 9