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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
176
Valley National Advisers
Pennsylvania
$679K 14,579 +606 +4%
EWA
177
EverSource Wealth Advisors
Alabama
$676K 14,219 +13,784 +3,169%
D
178
Diversified
Delaware
$673K 14,447 +14,447 New
ACA
179
Aptus Capital Advisors
Alabama
$670K 14,381 +1 +0%
AWM
180
Ariadne Wealth Management
California
$664K 14,255 +14,255 New
ST
181
Spinnaker Trust
Maine
$659K 14,133 +116 +0.8%
TC
182
Trust Company
Kansas
$653K 14,008 -171 -1%
WT
183
Whittier Trust
California
$647K 13,883 – –
MPW
184
MA Private Wealth
California
$644K 13,824 – –
CA
185
Clearstead Advisors
Ohio
$643K 13,792 +13,792 New
CPCM
186
Cardinal Point Capital Management
Ontario, Canada
$636K 13,635 -1,200 -8%
CFG
187
Citizens Financial Group
Rhode Island
$624K 13,383 +105 +0.8%
DPI
188
Diversified Portfolios Inc
Michigan
$619K 13,284 +434 +3%
NCM
189
Novare Capital Management
North Carolina
$615K 13,192 +13,192 New
PPA
190
Painted Porch Advisors
California
$613K 13,153 +2,332 +22%
WA
191
Wealthstream Advisors
New York
$611K 13,111 +938 +8%
WS
192
Wedbush Securities
California
$602K 12,916 -265 -2%
APW
193
Austin Private Wealth
Texas
$579K 12,428 -2,241 -15%
VCP
194
Verus Capital Partners
Arizona
$571K 12,248 -903 -7%
CB
195
Commerce Bank
Missouri
$564K 12,090 +1,025 +9%
BBA
196
BLB&B Advisors
Pennsylvania
$553K 11,869 +1,149 +11%
SYBT
197
Stock Yards Bank & Trust
Kentucky
$546K 11,705 – –
AIP
198
Ameritas Investment Partners
Nebraska
$541K 11,617 +1,045 +10%
SHWM
199
Smith & Howard Wealth Management
Georgia
$540K 11,580 – –
VHAM
200
Van Hulzen Asset Management
California
$535K 11,477 -250 -2%
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