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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

316 hedge funds and large institutions have $2.53B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 163 increasing their positions, 87 reducing their positions, and 22 closing their positions.

Holders
316
Holders Change
+4
Holders Change %
+1.28%
% of All Funds
4.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
29
Increased
163
Reduced
87
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$194M
2
BlackRock
2
BlackRock
New York
$133M
3
Bank of America
3
Bank of America
North Carolina
$720M
4
NL
4
NEPC LLC
Massachusetts
$9.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$215M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.38M
2
IAIM
2
International Assets Investment Management
Florida
$0
3
Jane Street
3
Jane Street
New York
$20.9M
4
SEI Investments
4
SEI Investments
Pennsylvania
$14.5M
5
BIP
5
Blueprint Investment Partners
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
201
Advisornet Financial
Minnesota
$412K 8,728 +1,926 +28%
FWP
202
Falcon Wealth Planning
California
$408K 8,647 +3,659 +73%
FPCP
203
Fort Point Capital Partners
California
$392K 8,310 +2,603 +46%
WA
204
Wealth Alliance
New York
$387K 8,197 -2,889 -26%
SFG
205
SNS Financial Group
Minnesota
$374K 7,936 -909 -10%
BBW
206
Blue Barn Wealth
Utah
$370K 7,846 -1,543 -16%
GAM
207
Gould Asset Management
California
$365K 7,728 +165 +2%
CS
208
Comerica Securities
Michigan
$363K 7,702 +421 +6%
COCM
209
Charter Oak Capital Management
New Hampshire
$362K 7,675 +1,225 +19%
AIM
210
Acropolis Investment Management
Missouri
$357K 7,575 +4,675 +161%
RFC
211
Regions Financial Corp
Alabama
$352K 7,469 -89 -1%
BRWA
212
B. Riley Wealth Advisors
Florida
$351K 7,448 -419 -5%
FI
213
Financial Insights
Washington
$349K 7,399 +486 +7%
LIA
214
LifePlan Investment Advisors
North Carolina
$342K 7,260 +7,260 New
ASN
215
Advisory Services Network
Georgia
$339K 7,184 -1,241 -15%
SWPG
216
Strategic Wealth Partners Group
Illinois
$337K 7,163 +3,169 +79%
GW
217
GW & Wade
Massachusetts
$336K 7,119 -72 -1%
1WM
218
1900 Wealth Management
Texas
$330K 7,003 +280 +4%
DT
219
Diversified Trust
Tennessee
$328K 6,950 – –
AIP
220
Ameritas Investment Partners
Nebraska
$324K 6,872 +84 +1%
BWL
221
Bogart Wealth LLC
Virginia
$314K 6,664 -269 -4%
AG
222
Ascent Group
Virginia
$296K 6,338 +823 +15%
WS
223
Wedbush Securities
California
$291K 6,166 – –
CF
224
Corrigan Financial
Rhode Island
$289K 6,123 -438 -7%
SAG
225
SageView Advisory Group
California
$285K 6,043 +6,043 New
7 8
9
10 11