EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

363 hedge funds and large institutions have $2.77B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 167 increasing their positions, 117 reducing their positions, and 29 closing their positions.

Holders
363
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
5.28%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
37
Increased
167
Reduced
117
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$39.6M
2
Jane Street
2
Jane Street
New York
$15.6M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$311M
4
Bank of America
4
Bank of America
North Carolina
$789M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.1M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$75.5M
2
BlackRock
2
BlackRock
New York
$106M
3
OWA
3
One Wealth Advisors
California
$0
4
SAG
4
SageView Advisory Group
California
$1.05M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$38.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
201
CreativeOne Wealth
Kansas
$534K 11,452 -1,956 -15%
DC
202
Davenport & Co
Virginia
$533K 11,445 +290 +3%
BSB
203
Bangor Savings Bank
Maine
$523K 11,216 – –
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$518K 11,119 +1,846 +20%
BWM
205
Benchmark Wealth Management
Connecticut
$516K 11,078 +963 +10%
T
206
TrueFG
Texas
$516K 11,061 +363 +3%
SP
207
Symmetry Partners
Connecticut
$514K 11,025 +514 +5%
MOS
208
MGO One Seven
Ohio
$510K 10,946 -1,887 -15%
Lido Advisors
209
Lido Advisors
California
$510K 10,940 +347 +3%
T
210
TCWP
Ohio
$508K 10,894 -1,886 -15%
FHB
211
First Hawaiian Bank
Hawaii
$502K 10,770 -1,478 -12%
GAM
212
Gould Asset Management
California
$492K 10,562 +685 +7%
SFA
213
Sequoia Financial Advisors
Ohio
$490K 10,506 -7,389 -41%
SFG
214
SNS Financial Group
Minnesota
$474K 10,171 +3,364 +49%
AAM
215
Ameraudi Asset Management
New York
$469K 10,053 – –
KAS
216
Kestra Advisory Services
Texas
$462K 9,903 +1,485 +18%
LGWM
217
Litman Gregory Wealth Management
California
$459K 9,846 +706 +8%
OGF
218
Orin Green Financial
California
$456K 9,794 +9,794 New
BRWA
219
B. Riley Wealth Advisors
Florida
$448K 9,615 -6,463 -40%
CAL
220
Capital Analysts LLC
Pennsylvania
$447K 9,586 -98 -1%
VWM
221
Venturi Wealth Management
Texas
$442K 9,490 -601 -6%
MNA
222
Manning & Napier Advisors
New York
$439K 9,415 +9,415 New
PPW
223
Presilium Private Wealth
Pennsylvania
$437K 9,368 +223 +2%
SVWAG
224
Sound View Wealth Advisors Group
Georgia
$434K 9,318 -898 -9%
VW
225
Veridan Wealth
Oregon
$429K 9,028 +9,028 New
7 8
9
10 11