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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIA
151
Ally Invest Advisors
North Carolina
$683K 14,486 +6,893 +91%
NCM
152
Neumann Capital Management
California
$681K 14,430 +1,000 +7%
CG
153
Colony Group
Massachusetts
$678K 14,377 -350 -2%
CW
154
CreativeOne Wealth
Kansas
$675K 14,310 -1,378 -9%
EC
155
Estate Counselors
Wisconsin
$672K 14,250 -130 -0.9%
ST
156
Spinnaker Trust
Maine
$651K 13,803 -140 -1%
RPSA
157
Richard P. Slaughter Associates
Texas
$646K 13,704 +482 +4%
SWA
158
Stratos Wealth Advisors
Ohio
$641K 13,595 -62 -0.5%
TAIM
159
TD Ameritrade Investment Management
Nebraska
$638K 13,517 -8,370 -38%
TC
160
Trust Company
Kansas
$631K 13,375 -676 -5%
SPIA
161
Steward Partners Investment Advisory
New York
$631K 13,372 +1,996 +18%
AAS
162
Avantax Advisory Services
Texas
$622K 13,177 +2,796 +27%
CL
163
Choreo LLC
Illinois
$612K 12,974 +1,263 +11%
EPP
164
ETF Portfolio Partners
Kansas
$610K 12,934 +2,579 +25%
APW
165
Austin Private Wealth
Texas
$609K 12,911 +2,077 +19%
WA
166
Wealthstream Advisors
New York
$597K 12,658 – –
AWM
167
Axxcess Wealth Management
California
$595K 12,605 -328 -3%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$566K 12,006 +1,112 +10%
MNG
169
Manning & Napier Group
New York
– – – –
SP
170
Symmetry Partners
Connecticut
$551K 11,674 +488 +4%
PA
171
Parallel Advisors
California
$544K 11,526 +543 +5%
WFAG
172
Wescott Financial Advisory Group
Pennsylvania
$543K 11,510 +847 +8%
BBA
173
BLB&B Advisors
Pennsylvania
$532K 11,277 +3,267 +41%
DC
174
Davenport & Co
Virginia
$526K 11,155 +1,927 +21%
CB
175
Commerce Bank
Missouri
$522K 11,065 -335 -3%
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7
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