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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$728K 16,078 +8,630 +116%
FGAM
152
Financial Gravity Asset Management
Texas
$715K 12,160 +11,429 +1,563%
SAG
153
SageView Advisory Group
California
$714K 15,751 +9,708 +161%
BWL
154
Bogart Wealth LLC
Virginia
$711K 15,691 +9,027 +135%
DPI
155
Diversified Portfolios Inc
Michigan
$703K 15,527 -504 -3%
KL
156
KilterHowling LLC
Colorado
$703K 15,517 -78 -0.5%
CPCM
157
Cardinal Point Capital Management
Ontario, Canada
$694K 15,315 – –
TWM
158
Tradition Wealth Management
Minnesota
$689K 15,206 +443 +3%
MMA
159
Miracle Mile Advisors
California
$688K 15,190 – –
CW
160
CreativeOne Wealth
Kansas
$687K 15,163 +853 +6%
WFAG
161
Wescott Financial Advisory Group
Pennsylvania
$680K 15,005 +3,495 +30%
AAS
162
Avantax Advisory Services
Texas
$677K 14,945 +1,768 +13%
OWM
163
Orgel Wealth Management
Wisconsin
$668K 14,743 -1,222 -8%
MGIA
164
Moneta Group Investment Advisors
Missouri
$661K 14,589 +8,685 +147%
EPP
165
ETF Portfolio Partners
Kansas
$659K 14,556 +1,622 +13%
APW
166
Austin Private Wealth
Texas
$658K 14,534 +1,623 +13%
IFWM
167
Institute for Wealth Management
Colorado
$655K 14,453 -658 -4%
ST
168
Spinnaker Trust
Maine
$649K 14,319 +516 +4%
EC
169
Estate Counselors
Wisconsin
$646K 14,250 – –
MNG
170
Manning & Napier Group
New York
– – – –
PA
171
Parallel Advisors
California
$614K 13,548 +2,022 +18%
WA
172
Wealth Alliance
New York
$612K 13,519 +5,322 +65%
AWM
173
Axxcess Wealth Management
California
$594K 13,119 +514 +4%
WSTAM
174
Wilbanks Smith & Thomas Asset Management
Virginia
$577K 12,741 +3,239 +34%
SFP
175
Sandbox Financial Partners
Maryland
$576K 12,719 +2,986 +31%
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