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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
151
Congress Wealth Management
Massachusetts
$1.09M 23,513 -711 -3%
AWM
152
Axxcess Wealth Management
California
$1.08M 23,183 -148 -0.6%
SAG
153
SageView Advisory Group
California
$1.06M 22,718 +2,171 +11%
AAS
154
Avantax Advisory Services
Texas
$1.04M 22,339 +5,771 +35%
GWM
155
Grand Wealth Management
Michigan
$1.04M 22,318 +407 +2%
VFA
156
Valeo Financial Advisors
Indiana
$1.02M 21,975 – –
G
157
GenTrust
Florida
$1.02M 21,959 +69 +0.3%
VHAM
158
Van Hulzen Asset Management
California
$1.02M 21,933 +6,230 +40%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$1.02M 21,867 -62,793 -74%
SP
160
Symmetry Partners
Connecticut
$1M 21,617 +10,300 +91%
PA
161
PFG Advisors
Arizona
$1M 21,548 +4,444 +26%
FF
162
Friedenthal Financial
New Jersey
$918K 19,758 +295 +2%
AG
163
AlTi Global
New York
$906K 19,515 +570 +3%
LRIA
164
Leonard Rickey Investment Advisors
Washington
$876K 18,869 +121 +0.6%
CFG
165
Citizens Financial Group
Rhode Island
$863K 18,574 +4,297 +30%
AWM
166
Ariadne Wealth Management
California
$854K 18,277 +3,993 +28%
IWC
167
Integrated Wealth Concepts
Massachusetts
$842K 18,132 -10,237 -36%
IAA
168
Independent Advisor Alliance
North Carolina
$840K 18,078 +18,078 New
CPCM
169
Cardinal Point Capital Management
Ontario, Canada
$839K 18,065 +1,780 +11%
CI
170
CX Institutional
Indiana
$837K 18,031 +914 +5%
AWM
171
Ameliora Wealth Management
Switzerland
$836K 18,000 – –
KL
172
KilterHowling LLC
Colorado
$835K 18,017 +965 +6%
PA
173
Parallel Advisors
California
$833K 17,941 -994 -5%
CPRC
174
Consolidated Portfolio Review Corp
New York
$810K 17,448 -780 -4%
DC
175
Davenport & Co
Virginia
$810K 17,435 +2,994 +21%
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7
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