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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

234 hedge funds and large institutions have $1.47B invested in iShares ESG Aware US Aggregate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 118 increasing their positions, 29 reducing their positions, and 12 closing their positions.

Holders
234
Holders Change
+38
Holders Change %
+19.39%
% of All Funds
3.61%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
53
Increased
118
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$485M
2
Goldman Sachs
2
Goldman Sachs
New York
$125M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$68.5M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$17.2M
5
LPL Financial
5
LPL Financial
California
$12.7M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$81K
2
Barclays
2
Barclays
United Kingdom
$0
3
AWA
3
Arkadios Wealth Advisors
Georgia
$0
4
EFSCE
4
Enterprise Financial Services Corp (EFSC)
Missouri
$22K
5
S
5
SignatureFD
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ICM
176
IMS Capital Management
Oregon
$266K 4,818 +250 +5%
TDWM
177
Topel & Distasi Wealth Management
California
$265K 4,801 +4,801 New
PAS
178
Park Avenue Securities
New York
$261K 4,736 +1,048 +28%
UB
179
UMB Bank
Missouri
$252K 4,569 +4,569 New
Cetera Investment Advisers
180
Cetera Investment Advisers
Illinois
$250K 4,528 -289 -6%
FCB
181
First Command Bank
Texas
$243K 4,399 – –
FCFS
182
First Command Financial Services
Texas
$243K 4,399 – –
WWG
183
West Wealth Group
California
$242K 4,386 +4,386 New
ATWA
184
Arbor Trust Wealth Advisors
Michigan
$240K 4,346 – –
WIA
185
World Investment Advisors
California
$231K 4,378 – –
TWM
186
Tradition Wealth Management
Minnesota
$229K 4,142 +3,454 +502%
OCM
187
One Capital Management
California
$220K 3,990 +3,990 New
BA
188
Bristlecone Advisors
Washington
$216K 3,915 +3,915 New
SPC
189
Sigma Planning Corp
Michigan
$212K 3,833 -4 -0.1%
ZF
190
Zhang Financial
Michigan
$211K 3,821 +3,821 New
IA
191
IFP Advisors
Florida
$208K 3,764 +68 +2%
EWA
192
EP Wealth Advisors
California
$208K 3,760 +3,760 New
PFS
193
Prospera Financial Services
Texas
$204K 3,699 +3,699 New
FCIM
194
Fairview Capital Investment Management
California
$202K 3,675 – –
Morgan Stanley
195
Morgan Stanley
New York
$201K 3,639 +768 +27%
GIA
196
Goodwin Investment Advisory
Georgia
$190K 3,455 +3,455 New
NFG
197
Next Financial Group
Texas
$183K 3,321 +2,624 +376%
William Blair & Company
198
William Blair & Company
Illinois
$165K 2,995 -21 -0.7%
AF
199
Advisornet Financial
Minnesota
$163K 2,949 – –
PFGIA
200
Patriot Financial Group Insurance Agency
Massachusetts
$162K 2,934 +261 +10%
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8
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