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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

365 hedge funds and large institutions have $3.12B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 163 increasing their positions, 106 reducing their positions, and 16 closing their positions.

Holders
365
Holders Change
+39
Holders Change %
+11.96%
% of All Funds
5.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
59
Increased
163
Reduced
106
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$783M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$285M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$453M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$18.2M
5
MIS
5
Morningstar Investment Services
Illinois
$24.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$59.3M
2
BlackRock
2
BlackRock
New York
$118M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$20M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
OWA
5
One Wealth Advisors
California
$5.63M
Name Market Value Shares Shares
Change 		Shares
Change %
WFAG
176
Wescott Financial Advisory Group
Pennsylvania
$725K 15,192 +187 +1%
FGAM
177
Financial Gravity Asset Management
Texas
$720K 12,255 +95 +0.8%
APW
178
Austin Private Wealth
Texas
$710K 14,879 +345 +2%
ST
179
Spinnaker Trust
Maine
$706K 14,788 +469 +3%
EPP
180
ETF Portfolio Partners
Kansas
$697K 14,594 +38 +0.3%
MOS
181
MGO One Seven
Ohio
$689K 14,434 +14,434 New
PSA
182
Plum Street Advisors
Louisiana
$689K 14,425 +14,425 New
T
183
TCWP
Ohio
$687K 14,382 +2,881 +25%
EC
184
Estate Counselors
Wisconsin
$680K 14,250 – –
WA
185
Wealth Architects
California
$671K 14,059 +14,059 New
SFP
186
Sandbox Financial Partners
Maryland
$667K 13,977 +1,258 +10%
TC
187
Trust Company
Kansas
$664K 13,898 +2,452 +21%
WT
188
Whittier Trust
California
$663K 13,883 +13,883 New
MPW
189
MA Private Wealth
California
$660K 13,824 +13,824 New
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$637K 13,344 +1,432 +12%
CW
191
CreativeOne Wealth
Kansas
$633K 13,256 -1,907 -13%
MNG
192
Manning & Napier Group
New York
– – – –
GW
193
GW & Wade
Massachusetts
$627K 13,130 +2,223 +20%
IFWM
194
Institute for Wealth Management
Colorado
$609K 12,763 -1,690 -12%
WSTAM
195
Wilbanks Smith & Thomas Asset Management
Virginia
$608K 12,741 – –
WA
196
Wealthstream Advisors
New York
$604K 12,649 -9 -0.1%
Morgan Stanley
197
Morgan Stanley
New York
$602K 12,616 +5,108 +68%
VCP
198
Verus Capital Partners
Arizona
$589K 12,343 +2,341 +23%
COCM
199
Charter Oak Capital Management
New Hampshire
$571K 11,960 +1,231 +11%
VNA
200
Valley National Advisers
Pennsylvania
$569K 11,937 +809 +7%
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