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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
DWA
151
Divergent Wealth Advisors
Utah
$1.02M 20,890 – –
NRI
152
NFP Retirement Inc
California
$1.02M 20,890 – –
SAG
153
SageView Advisory Group
California
$998K 20,547 +20,547 New
FF
154
Friedenthal Financial
New Jersey
$946K 19,463 +226 +1%
PWM
155
Perigon Wealth Management
California
$935K 19,252 +1,365 +8%
AG
156
AlTi Global
New York
$921K 18,945 -15,530 -45%
MGIA
157
Moneta Group Investment Advisors
Missouri
$920K 18,937 +1,314 +7%
PA
158
Parallel Advisors
California
$920K 18,935 -20,914 -52%
LRIA
159
Leonard Rickey Investment Advisors
Washington
$911K 18,748 -198 -1%
PSA
160
Plum Street Advisors
Louisiana
$901K 18,537 +1,668 +10%
DADC
161
D.A. Davidson & Co
Montana
$898K 18,485 – –
CPRC
162
Consolidated Portfolio Review Corp
New York
$886K 18,228 -660 -3%
AWM
163
Ameliora Wealth Management
Switzerland
$875K 18,000 – –
RIS
164
Retirement Income Solutions
Michigan
$873K 17,957 -118 -0.7%
TWM
165
Tradition Wealth Management
Minnesota
$844K 17,363 +262 +2%
CI
166
CX Institutional
Indiana
$832K 17,117 +231 +1%
PA
167
PFG Advisors
Arizona
$831K 17,104 +175 +1%
KL
168
KilterHowling LLC
Colorado
$829K 17,052 +1,128 +7%
WWA
169
WCG Wealth Advisors
Nevada
$824K 16,961 -1,012 -6%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$822K 16,910 +1,883 +13%
AAS
171
Avantax Advisory Services
Texas
$805K 16,568 +812 +5%
CL
172
Choreo LLC
Illinois
$803K 16,479 -52 -0.3%
NCTC
173
New Covenant Trust Company
Indiana
$798K 16,390 +156 +1%
CPCM
174
Cardinal Point Capital Management
Ontario, Canada
$791K 16,285 +2,650 +19%
VHAM
175
Van Hulzen Asset Management
California
$763K 15,703 +4,226 +37%
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