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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

371 hedge funds and large institutions have $3B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 200 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
371
Holders Change
+8
Holders Change %
+2.2%
% of All Funds
5.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
35
Increased
200
Reduced
84
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WANY
1
Wealthspire Advisors (New York)
New York
$55.9M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M
3
Bank of America
3
Bank of America
North Carolina
$841M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$204M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$25.6M
2
Jane Street
2
Jane Street
New York
$516K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M
4
B
4
Barings
North Carolina
$4.32M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$24.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
201
Gould Asset Management
California
$586K 12,067 +1,505 +14%
AIP
202
Ameritas Investment Partners
Nebraska
$579K 11,915 +298 +3%
SYBT
203
Stock Yards Bank & Trust
Kentucky
$569K 11,705 – –
SHWM
204
Smith & Howard Wealth Management
Georgia
$563K 11,580 – –
CAPTRUST Financial Advisors
205
CAPTRUST Financial Advisors
North Carolina
$558K 11,489 +370 +3%
FWP
206
Falcon Wealth Planning
California
$557K 11,456 +3,334 +41%
Lido Advisors
207
Lido Advisors
California
$552K 11,370 +430 +4%
T
208
TrueFG
Texas
$551K 11,335 +274 +2%
SP
209
Symmetry Partners
Connecticut
$550K 11,317 +292 +3%
BWM
210
Benchmark Wealth Management
Connecticut
$543K 11,179 +101 +0.9%
EFG
211
Elios Financial Group
Ohio
$538K 11,070 +11,070 New
LGWM
212
Litman Gregory Wealth Management
California
$531K 10,919 +1,073 +11%
APW
213
Austin Private Wealth
Texas
$530K 10,898 -1,530 -12%
Jane Street
214
Jane Street
New York
$516K 10,621 -325,125 -97%
CAL
215
Capital Analysts LLC
Pennsylvania
$494K 10,167 +581 +6%
AAM
216
Ameraudi Asset Management
New York
$488K 10,053 – –
FFA
217
Farther Finance Advisors
California
$487K 10,030 +1,659 +20%
RIM
218
Rockbridge Investment Management
New York
$484K 9,954 +829 +9%
HP
219
Hilltop Partners
Indiana
$481K 9,894 +2,391 +32%
SFG
220
SNS Financial Group
Minnesota
$476K 9,796 -375 -4%
OGF
221
Orin Green Financial
California
$476K 9,794 – –
SFA
222
Sequoia Financial Advisors
Ohio
$468K 9,631 -875 -8%
MPW
223
MA Private Wealth
California
$466K 9,593 -4,231 -31%
VWM
224
Venturi Wealth Management
Texas
$463K 9,537 +47 +0.5%
CA
225
CWC Advisors
Oregon
$452K 9,308 +9,308 New
7 8
9
10 11