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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

50 hedge funds and large institutions have $115M invested in iShares ESG Aware US Aggregate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
23
Reduced
2
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$26.4M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$33.9M
3
SA
3
Stewardship Advisors
Pennsylvania
$9.48M
4
WP
4
WealthSource Partners
California
$1.23M
5
RCS
5
Retirement Capital Strategies
California
$2.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FAAS
2
First Allied Advisory Services
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$856K
4
AIC
4
Ameritas Investment Company
Nebraska
$0
5
SFS
5
Sowell Financial Services
Arkansas
$41K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$33.9M 631,845 +244,775 +63%
Goldman Sachs
2
Goldman Sachs
New York
$26.4M 492,845 +466,424 +1,765%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.6M 317,288 – –
SA
4
Stewardship Advisors
Pennsylvania
$9.48M 176,831 +176,831 New
RCS
5
Retirement Capital Strategies
California
$2.78M 51,756 +20,140 +64%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.29M 42,790 +7,590 +22%
MIS
7
Morningstar Investment Services
Illinois
$2.1M 39,154 +12,846 +49%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.59M 29,609 +11,446 +63%
AG
9
Advisor Group
Arizona
$1.3M 24,188 +12,008 +99%
Bank of America
10
Bank of America
North Carolina
$1.27M 23,648 +17,191 +266%
WP
11
WealthSource Partners
California
$1.23M 22,863 +22,863 New
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.06M 19,801 +2,395 +14%
WS
13
Wedbush Securities
California
$1.06M 19,795 +11,688 +144%
BCWM
14
Bartlett & Co Wealth Management
Ohio
$1.05M 19,610 +9,805 +100%
PFGIA
15
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M 19,558 +13,664 +232%
SCM
16
Stonehearth Capital Management
Massachusetts
$881K 16,424 +2,647 +19%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$856K 15,965 -343 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$836K 15,582 +10,458 +204%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$760K 14,171 +14,171 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$613K 11,546 +4,185 +57%
ASN
21
Advisory Services Network
Georgia
$603K 11,245 +11,245 New
PA
22
Parallel Advisors
California
$591K 11,020 +7,387 +203%
RJA
23
Raymond James & Associates
Florida
$545K 10,156 +10,156 New
WR
24
Watson Rebecca
$529K 9,862 +9,862 New
BCI
25
Brinker Capital Investments
Pennsylvania
$479K 8,936 +6,316 +241%
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