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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

326 hedge funds and large institutions have $2.83B invested in iShares ESG Aware US Aggregate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 191 increasing their positions, 62 reducing their positions, and 18 closing their positions.

Holders
326
Holders Change
+10
Holders Change %
+3.16%
% of All Funds
5.2%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
34
Increased
191
Reduced
62
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$415M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$50M
4
Goldman Sachs
4
Goldman Sachs
New York
$83.9M
5
Bank of America
5
Bank of America
North Carolina
$716M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$184M
2
Jane Street
2
Jane Street
New York
$2.41M
3
PP
3
Prudential plc
United Kingdom
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
BlackRock
5
BlackRock
New York
$126M
Name Market Value Shares Shares
Change 		Shares
Change %
OBWG
201
Onyx Bridge Wealth Group
New York
$438K 9,676 -543 -5%
BWM
202
Benchmark Wealth Management
Connecticut
$437K 9,649 +458 +5%
TC
203
TownSquare Capital
Utah
$436K 9,634 +9,634 New
FWP
204
Falcon Wealth Planning
California
$436K 9,628 +981 +11%
PA
205
PFG Advisors
Arizona
$434K 9,574 +124 +1%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$418K 9,231 -1,214 -12%
WS
207
Wedbush Securities
California
$415K 9,161 +2,995 +49%
AIM
208
Acropolis Investment Management
Missouri
$413K 9,110 +1,535 +20%
FMN
209
Financial Management Network
California
$410K 9,149 -848 -8%
RW
210
Rede Wealth
Virginia
$404K 8,926 +182 +2%
AF
211
Advisornet Financial
Minnesota
$397K 8,771 +43 +0.5%
EVM
212
Evelyn V. Moreno
$397K 8,770 +8,770 New
CS
213
Comerica Securities
Michigan
$397K 8,759 +1,057 +14%
PPW
214
Presilium Private Wealth
Pennsylvania
$382K 8,431 +8,431 New
BBW
215
Blue Barn Wealth
Utah
$380K 8,396 +550 +7%
FPCP
216
Fort Point Capital Partners
California
$376K 8,310 – –
LIA
217
LifePlan Investment Advisors
North Carolina
$371K 8,199 +939 +13%
SQA
218
Simon Quick Advisors
New Jersey
$368K 8,123 -1,439 -15%
SHGA
219
Sand Hill Global Advisors
California
$365K 8,060 +8,060 New
GAM
220
Gould Asset Management
California
$363K 8,020 +292 +4%
SFG
221
SNS Financial Group
Minnesota
$362K 7,994 +58 +0.7%
CAL
222
Capital Analysts LLC
Pennsylvania
$362K 7,998 +5,123 +178%
AGA
223
Arkos Global Advisors
Texas
$359K 7,926 +7,926 New
DT
224
Diversified Trust
Tennessee
$358K 7,900 +950 +14%
Morgan Stanley
225
Morgan Stanley
New York
$340K 7,508 +3,174 +73%
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