EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
151
Stratos Wealth Advisors
Ohio
$656K 13,657 +13,657 New
NCM
152
Neumann Capital Management
California
$645K 13,430 +3,770 +39%
RPSA
153
Richard P. Slaughter Associates
Texas
$635K 13,222 +6,568 +99%
AWM
154
Axxcess Wealth Management
California
$622K 12,933 +850 +7%
RW
155
REDW Wealth
New Mexico
$612K 12,740 +2,002 +19%
WA
156
Wealthstream Advisors
New York
$608K 12,658 +258 +2%
FMN
157
Financial Management Network
California
$591K 12,232 -254 -2%
OBWG
158
Onyx Bridge Wealth Group
New York
$589K 12,260 +2,308 +23%
MAM
159
MMA Asset Management
Pennsylvania
$572K 11,899 +56 +0.5%
CL
160
Choreo LLC
Illinois
$563K 11,711 +11,711 New
AAM
161
Ameraudi Asset Management
New York
$558K 11,603 – –
CB
162
Commerce Bank
Missouri
$548K 11,400 – –
SPIA
163
Steward Partners Investment Advisory
New York
$547K 11,376 +11,182 +5,764%
WWA
164
WCG Wealth Advisors
Nevada
$541K 11,253 +407 +4%
Franklin Resources
165
Franklin Resources
California
$536K 11,148 -183,082 -94%
SP
166
Symmetry Partners
Connecticut
$535K 11,186 – –
WA
167
Wealth Alliance
New York
$533K 11,086 +11,086 New
PA
168
Parallel Advisors
California
$528K 10,983 -2,861 -21%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$524K 10,894 +313 +3%
APW
170
Austin Private Wealth
Texas
$521K 10,834 +10,834 New
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$512K 10,663 -4,907 -32%
SQA
172
Simon Quick Advisors
New Jersey
$509K 10,582 -250 -2%
BSB
173
Bangor Savings Bank
Maine
$502K 10,447 +4,874 +87%
AAS
174
Avantax Advisory Services
Texas
$499K 10,381 +10,381 New
EPP
175
ETF Portfolio Partners
Kansas
$498K 10,355 +30 +0.3%
5 6
7
8 9