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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

74 hedge funds and large institutions have $157M invested in iShares ESG Aware US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
74
Holders Change
+24
Holders Change %
+48%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
32
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$8.44M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$41.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$31.5M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.07M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.49M

Top Sellers

1
PFGIA
1
Patriot Financial Group Insurance Agency
Massachusetts
$335K
2
SA
2
Stewardship Advisors
Pennsylvania
$9.5M
3
WS
3
Wedbush Securities
California
$934K
4
AA
4
Alesco Advisors
New York
$424K
5
ACM
5
Anfield Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$41.2M 743,171 +111,326 +18%
Goldman Sachs
2
Goldman Sachs
New York
$31.5M 567,593 +74,748 +15%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$17.6M 317,288 – –
SA
4
Stewardship Advisors
Pennsylvania
$9.5M 171,352 -5,479 -3%
Jane Street
5
Jane Street
New York
$8.44M 152,222 +152,222 New
RCS
6
Retirement Capital Strategies
California
$3.48M 62,865 +11,109 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.07M 104,277 +104,277 New
MIS
8
Morningstar Investment Services
Illinois
$2.79M 50,420 +11,266 +29%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.49M 44,973 +29,008 +182%
MML Investors Services
10
MML Investors Services
Massachusetts
$2.45M 44,270 +1,480 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.43M 43,866 +28,284 +182%
SBSB
12
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.23M 40,166 +20,365 +103%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.97M 35,617 +6,008 +20%
WP
14
WealthSource Partners
California
$1.83M 33,023 +10,160 +44%
Bank of America
15
Bank of America
North Carolina
$1.43M 25,775 +2,127 +9%
VHAM
16
Van Hulzen Asset Management
California
$1.22M 21,955 +21,955 New
BC
17
Bartlett & Co
Ohio
$1.2M 21,560 +21,560 New
BCWM
18
Bartlett & Co Wealth Management
Ohio
$1.19M 21,560 +1,950 +10%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$1.16M 20,855 +6,684 +47%
AC
20
Athanor Capital
New York
$1.11M 20,000 +20,000 New
AC
21
Apella Capital
Connecticut
$1.05M 18,968 +18,968 New
SCM
22
Stonehearth Capital Management
Massachusetts
$966K 17,437 +1,013 +6%
WR
23
Watson Rebecca
$958K 17,068 +7,206 +73%
WS
24
Wedbush Securities
California
$934K 16,861 -2,934 -15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$897K 16,200 +11,686 +259%
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