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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 %
VNA
176
Valley National Advisers
Pennsylvania
$521K 11,040 +6,360 +136%
Franklin Resources
177
Franklin Resources
California
$520K 11,025 -123 -1%
WIA
178
World Investment Advisors
California
$517K 10,963 -5,170 -32%
AWM
179
Ameliora Wealth Management
Switzerland
$504K 10,683 – –
BSB
180
Bangor Savings Bank
Maine
$493K 10,447 – –
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$493K 10,445 -4,321 -29%
OBWG
182
Onyx Bridge Wealth Group
New York
$482K 10,219 -2,041 -17%
SVWAG
183
Sound View Wealth Advisors Group
Georgia
$480K 10,176 – –
AAM
184
Ameraudi Asset Management
New York
$474K 10,053 -1,550 -13%
FMN
185
Financial Management Network
California
$470K 9,997 -2,235 -18%
RSWM
186
Robertson Stephens Wealth Management
California
$469K 9,939 -8,262 -45%
VCP
187
Verus Capital Partners
Arizona
$465K 9,859 +1,020 +12%
Lido Advisors
188
Lido Advisors
California
$465K 9,848 -19 -0.2%
T
189
TrueFG
Texas
$464K 9,832 +278 +3%
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$464K 9,830 +3,208 +48%
SFP
191
Sandbox Financial Partners
Maryland
$459K 9,733 +740 +8%
SQA
192
Simon Quick Advisors
New Jersey
$451K 9,562 -1,020 -10%
T
193
TCWP
Ohio
$450K 9,533 +1,728 +22%
WSTAM
194
Wilbanks Smith & Thomas Asset Management
Virginia
$448K 9,502 +317 +3%
PA
195
PFG Advisors
Arizona
$446K 9,450 +151 +2%
SHWM
196
Smith & Howard Wealth Management
Georgia
$442K 9,364 +180 +2%
SC
197
Stephens Consulting
Michigan
$442K 9,363 +293 +3%
BWM
198
Benchmark Wealth Management
Connecticut
$434K 9,191 -5,162 -36%
TFCP
199
Twin Focus Capital Partners
Massachusetts
$429K 9,100 – –
RW
200
Rede Wealth
Virginia
$412K 8,744 -605 -6%
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