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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

312 hedge funds and large institutions have $2.41B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 153 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
312
Holders Change
+29
Holders Change %
+10.25%
% of All Funds
4.99%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
61
Increased
153
Reduced
59
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
Bank of America
2
Bank of America
North Carolina
$724M
3
BlackRock
3
BlackRock
New York
$125M
4
Wells Fargo
4
Wells Fargo
California
$35.3M
5
Jane Street
5
Jane Street
New York
$36.8M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$58.3M
2
Franklin Resources
2
Franklin Resources
California
$536K
3
DWA
3
Divergent Wealth Advisors
Utah
$3.76M
4
RCS
4
Retirement Capital Strategies
California
$0
5
CT
5
Cambridge Trust
Massachusetts
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
CFFP
201
Center for Financial Planning
Michigan
$363K 7,561 +2,604 +53%
RFC
202
Regions Financial Corp
Alabama
$363K 7,558 +1,496 +25%
DSN
203
D. Scott Neal
Kentucky
$359K 7,478 – –
CS
204
Comerica Securities
Michigan
$350K 7,281 +7,005 +2,538%
GW
205
GW & Wade
Massachusetts
$346K 7,191 +2,484 +53%
US Bancorp
206
US Bancorp
Minnesota
$336K 6,985 +1,880 +37%
DT
207
Diversified Trust
Tennessee
$334K 6,950 – –
TSS
208
Two Sigma Securities
New York
$334K 6,944 +6,944 New
BWL
209
Bogart Wealth LLC
Virginia
$333K 6,933 +6,230 +886%
FI
210
Financial Insights
Washington
$332K 6,913 – –
EWS
211
Evergreen Wealth Solutions
Pennsylvania
$329K 6,836 -2,854 -29%
AF
212
Advisornet Financial
Minnesota
$327K 6,802 +1,637 +32%
AIP
213
Ameritas Investment Partners
Nebraska
$326K 6,788 -22 -0.3%
MGIA
214
Moneta Group Investment Advisors
Missouri
$321K 6,685 +209 +3%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$318K 6,622 +6,622 New
CF
216
Corrigan Financial
Rhode Island
$315K 6,561 -2,503 -28%
FAFN
217
First Affirmative Financial Network
Colorado
$315K 6,548 -98 -1%
1WM
218
1900 Wealth Management
Texas
$314K 6,723 – –
COCM
219
Charter Oak Capital Management
New Hampshire
$310K 6,450 -2,100 -25%
Morgan Stanley
220
Morgan Stanley
New York
$303K 6,296 +1,226 +24%
TIA
221
Traphagen Investment Advisors
New Jersey
$303K 8,902 +243 +3%
WS
222
Wedbush Securities
California
$296K 6,166 +6,166 New
TWM
223
Tradition Wealth Management
Minnesota
$285K 5,940 +323 +6%
FPCP
224
Fort Point Capital Partners
California
$274K 5,707 – –
B
225
Bridgeworth
Alabama
$272K 5,662 +5,662 New
7 8
9
10 11