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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

283 hedge funds and large institutions have $1.91B invested in iShares ESG Aware US Aggregate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 123 increasing their positions, 83 reducing their positions, and 24 closing their positions.

Holders
283
Holders Change
+19
Holders Change %
+7.2%
% of All Funds
4.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
49
Increased
123
Reduced
83
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$657M
2
Goldman Sachs
2
Goldman Sachs
New York
$85M
3
PI
3
PFS Investments
Georgia
$13.3M
4
Franklin Resources
4
Franklin Resources
California
$9.08M
5
DWA
5
Divergent Wealth Advisors
Utah
$7.84M

Top Sellers

1
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$0
2
Jane Street
2
Jane Street
New York
$8.2M
3
Northern Trust
3
Northern Trust
Illinois
$36.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
B
5
Barings
North Carolina
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$258K 5,525 +377 +7%
OC
202
Oakworth Capital
Alabama
$256K 5,477 – –
DP
203
Denver PWM
Colorado
$254K 5,431 +110 +2%
PA
204
PFG Advisors
Arizona
$249K 5,327 -640 -11%
BFP
205
Brewster Financial Planning
New York
$243K 5,194 +200 +4%
AF
206
Advisornet Financial
Minnesota
$241K 5,165 +4 +0.1%
US Bancorp
207
US Bancorp
Minnesota
$239K 5,105 +4,070 +393%
FWP
208
Falcon Wealth Planning
California
$237K 5,078 +5,078 New
Morgan Stanley
209
Morgan Stanley
New York
$237K 5,070 -334 -6%
SWM
210
Spire Wealth Management
Virginia
$236K 5,046 -540 -10%
KMWM
211
Keudell/Morrison Wealth Management
Oregon
$234K 5,000 +5,000 New
CFFP
212
Center for Financial Planning
Michigan
$232K 4,957 +4,957 New
BA
213
Bristlecone Advisors
Washington
$227K 4,857 -450 -8%
ICM
214
IMS Capital Management
Oregon
$225K 4,818 – –
OCM
215
One Capital Management
California
$224K 4,790 +200 +4%
GW
216
GW & Wade
Massachusetts
$220K 4,707 -2,795 -37%
V
217
Veritable
Delaware
$218K 4,673 -2,190 -32%
TA
218
Tiedemann Advisors
New York
$217K 4,637 +4,637 New
OWM
219
Opes Wealth Management
California
$217K 4,632 +260 +6%
GM
220
GeoWealth Management
Illinois
$216K 4,622 +4,410 +2,080%
UB
221
UMB Bank
Missouri
$214K 4,569 – –
KAS
222
Kestra Advisory Services
Texas
$213K 4,561 -101 -2%
FCFS
223
First Command Financial Services
Texas
$212K 4,535 – –
FCB
224
First Command Bank
Texas
$212K 4,535 – –
FWM
225
Fingerlakes Wealth Management
New York
$212K 4,529 -619 -12%
7 8
9
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