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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
176
Aptus Capital Advisors
Alabama
$743K 15,288 +907 +6%
ST
177
Spinnaker Trust
Maine
$737K 15,161 +1,028 +7%
PPA
178
Painted Porch Advisors
California
$723K 14,887 +1,734 +13%
NCM
179
Novare Capital Management
North Carolina
$706K 14,527 +1,335 +10%
BBA
180
BLB&B Advisors
Pennsylvania
$702K 14,444 +2,575 +22%
DC
181
Davenport & Co
Virginia
$702K 14,441 +2,996 +26%
CFG
182
Citizens Financial Group
Rhode Island
$694K 14,277 +894 +7%
EWA
183
EverSource Wealth Advisors
Alabama
$693K 14,263 +44 +0.3%
KAS
184
Kestra Advisory Services
Texas
$681K 14,009 +4,106 +41%
Franklin Resources
185
Franklin Resources
California
$676K 14,163 -2,166 -13%
WT
186
Whittier Trust
California
$675K 13,883 – –
AWM
187
Ariadne Wealth Management
California
$673K 14,284 +29 +0.2%
CA
188
Clearstead Advisors
Ohio
$670K 13,792 – –
TC
189
Trust Company
Kansas
$670K 13,779 -229 -2%
WA
190
Wealthstream Advisors
New York
$653K 13,432 +321 +2%
SWA
191
Stratos Wealth Advisors
Ohio
$647K 13,312 -4,727 -26%
WS
192
Wedbush Securities
California
$627K 12,911 -5 -0%
D
193
Diversified
Delaware
$609K 12,524 -1,923 -13%
DE
194
Diversified Enterprises
Delaware
$609K 12,524 +12,524 New
CW
195
CreativeOne Wealth
Kansas
$606K 12,465 +1,013 +9%
VCP
196
Verus Capital Partners
Arizona
$604K 12,429 +181 +1%
DPI
197
Diversified Portfolios Inc
Michigan
$599K 12,328 -956 -7%
PWM
198
Partnership Wealth Management
Maryland
$593K 12,200 +12,200 New
MOS
199
MGO One Seven
Ohio
$592K 12,174 +1,228 +11%
CB
200
Commerce Bank
Missouri
$587K 12,090 – –
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