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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$299M
2
Bank of America
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
BlackRock
New York
$125M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$44.8M
2
MIS
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SHWM
201
Smith & Howard Wealth Management
Georgia
$545K – – –
BSB
202
Bangor Savings Bank
Maine
$528K +$108K +2,304 +26%
PWM
203
Perigon Wealth Management
California
$526K +$86.1K +1,830 +20%
DC
204
Davenport & Co
Virginia
$525K -$4.85K -103 -0.9%
FA
205
Fermata Advisors
California
$525K +$3.2K +68 +0.6%
CB
206
Commerce Bank
Missouri
$521K – – –
MNG
207
Manning & Napier Group
New York
$513K -$632K – –
PPA
208
Painted Porch Advisors
California
$509K +$509K +10,821 New
BBA
209
BLB&B Advisors
Pennsylvania
$504K – – –
T
210
TrueFG
Texas
$503K +$14.9K +316 +3%
AWM
211
Ameliora Wealth Management
Switzerland
$503K – – –
Lido Advisors
212
Lido Advisors
California
$499K +$35.1K +745 +8%
AIP
213
Ameritas Investment Partners
Nebraska
$498K +$15.9K +337 +3%
SP
214
Symmetry Partners
Connecticut
$495K +$14.4K +305 +3%
OMC
215
Old Mission Capital
Illinois
$492K -$2.17M -46,045 -81%
SVWAG
216
Sound View Wealth Advisors Group
Georgia
$481K -$2.07K -44 -0.4%
BWM
217
Benchmark Wealth Management
Connecticut
$476K – – –
VWM
218
Venturi Wealth Management
Texas
$475K -$43.5K -924 -8%
AAM
219
Ameraudi Asset Management
New York
$473K – – –
PAG
220
Private Advisor Group
New Jersey
$470K +$14.7K +313 +3%
OGF
221
Orin Green Financial
California
$466K -$473K -9,903 Closed
GAM
222
Gould Asset Management
California
$465K +$76.3K +1,622 +20%
CAL
223
Capital Analysts LLC
Pennsylvania
$456K +$4.14K +88 +0.9%
SFP
224
Sandbox Financial Partners
Maryland
$455K -$203K -4,314 -31%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$441K -$75.5K -1,605 -15%
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