EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

397 hedge funds and large institutions have $3.01B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 197 increasing their positions, 95 reducing their positions, and 31 closing their positions.

Holders
397
Holders Change
+26
Holders Change %
+7.01%
% of All Funds
5.29%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
63
Increased
197
Reduced
95
Closed
31
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$56K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$899M
2
Raymond James Financial
2
Raymond James Financial
Florida
$52.1M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$213M
4
LPL Financial
4
LPL Financial
California
$73.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$75.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$77.1M
2
WANY
2
Wealthspire Advisors (New York)
New York
$28.2M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$327M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$641K 13,792 – –
VCP
202
Verus Capital Partners
Arizona
$632K 13,614 +1,185 +10%
SWA
203
Stratos Wealth Advisors
Ohio
$624K 13,439 +127 +1%
OPWM
204
Oregon Pacific Wealth Management
Oregon
$620K 13,354 +13,354 New
Lido Advisors
205
Lido Advisors
California
$618K 13,300 +1,930 +17%
TC
206
TownSquare Capital
Utah
$599K 12,905 +6,132 +91%
FFN
207
Focus Financial Network
Minnesota
$589K 12,692 +4,898 +63%
VW
208
Veridan Wealth
Oregon
$589K 12,643 +12,643 New
AFA
209
Arlington Financial Advisors
California
$586K 12,609 +12,609 New
MOS
210
MGO One Seven
Ohio
$584K 12,584 +410 +3%
TF
211
Theory Financial
Colorado
$581K 12,502 +12,502 New
FWP
212
Falcon Wealth Planning
California
$578K 12,442 +986 +9%
AIP
213
Ameritas Investment Partners
Nebraska
$573K 12,348 +433 +4%
CB
214
Commerce Bank
Missouri
$561K 12,090 – –
SYBT
215
Stock Yards Bank & Trust
Kentucky
$558K 12,010 +305 +3%
T
216
TrueFG
Texas
$551K 11,866 +531 +5%
LIA
217
LifePlan Investment Advisors
North Carolina
$544K 11,710 +4,354 +59%
EFG
218
Elios Financial Group
Ohio
$543K 11,698 +628 +6%
RCS
219
Retirement Capital Strategies
California
$543K 11,690 -44,074 -79%
BWM
220
Benchmark Wealth Management
Connecticut
$540K 11,627 +448 +4%
SHWM
221
Smith & Howard Wealth Management
Georgia
$538K 11,580 – –
CW
222
CreativeOne Wealth
Kansas
$532K 11,463 -1,002 -8%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$510K 10,975 +10,975 New
APW
224
Austin Private Wealth
Texas
$500K 10,761 -137 -1%
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
$486K 10,461 -1,028 -9%
7 8
9
10 11