EAGG icon

iShares ESG Aware US Aggregate Bond ETF

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EPP
176
ETF Portfolio Partners
Kansas
$688K +$988 +21 +0.1%
APW
177
Austin Private Wealth
Texas
$683K -$9.78K -210 -1%
ACA
178
Aptus Capital Advisors
Alabama
$677K +$593K +12,596 +706%
Citadel Advisors
179
Citadel Advisors
Florida
$669K +$669K +14,208 New
TC
180
Trust Company
Kansas
$667K +$13.2K +281 +2%
ST
181
Spinnaker Trust
Maine
$660K -$36.3K -771 -5%
VNA
182
Valley National Advisers
Pennsylvania
$657K +$95.7K +2,036 +17%
WFAG
183
Wescott Financial Advisory Group
Pennsylvania
$656K -$58.6K -1,246 -8%
WT
184
Whittier Trust
California
$653K
MPW
185
MA Private Wealth
California
$651K
WSTAM
186
Wilbanks Smith & Thomas Asset Management
Virginia
$649K +$49.5K +1,051 +8%
IFWM
187
Institute for Wealth Management
Colorado
$637K +$36.1K +768 +6%
CW
188
CreativeOne Wealth
Kansas
$631K +$7.15K +152 +1%
CFG
189
Citizens Financial Group
Rhode Island
$625K -$641K -13,628 -51%
WS
190
Wedbush Securities
California
$620K +$224K +4,755 +56%
VCP
191
Verus Capital Partners
Arizona
$619K +$38K +808 +7%
RBA
192
Richard Bernstein Advisors
New York
$606K -$1.32M -28,040 -69%
DPI
193
Diversified Portfolios Inc
Michigan
$605K -$153K -3,243 -20%
MOS
194
MGO One Seven
Ohio
$604K -$75.3K -1,601 -11%
T
195
TCWP
Ohio
$601K -$75.4K -1,602 -11%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$583K -$45.1K -959 -7%
FHB
197
First Hawaiian Bank
Hawaii
$576K -$411K -8,738 -42%
WA
198
Wealthstream Advisors
New York
$573K -$22.4K -476 -4%
VHAM
199
Van Hulzen Asset Management
California
$552K +$552K +11,727 New
SYBT
200
Stock Yards Bank & Trust
Kentucky
$551K