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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

362 hedge funds and large institutions have $3.09B invested in iShares ESG Aware US Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 187 increasing their positions, 102 reducing their positions, and 23 closing their positions.

Holders
362
Holders Change
-3
Holders Change %
-0.82%
% of All Funds
5.25%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
29
Increased
187
Reduced
102
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$299M
2
Bank of America
2
Bank of America
North Carolina
$786M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$62.1M
4
BlackRock
4
BlackRock
New York
$125M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$14.5M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$44.8M
2
MIS
2
Morningstar Investment Services
Illinois
$11.9M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.82M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$41.8M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$786M 16,693,862 +288,021 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$449M 9,543,602 +48,185 +0.5%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$299M 6,345,530 +374,611 +6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$183M 3,897,030 -124,364 -3%
BlackRock
5
BlackRock
New York
$125M 2,649,321 +181,304 +7%
Northern Trust
6
Northern Trust
Illinois
$62.3M 1,323,383 +45,377 +4%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$62.1M 1,320,640 +205,445 +18%
Goldman Sachs
8
Goldman Sachs
New York
$61.4M 1,304,502 +62,583 +5%
LPL Financial
9
LPL Financial
California
$52.3M 1,111,021 +112,951 +11%
Wells Fargo
10
Wells Fargo
California
$51.4M 1,092,263 +86,162 +9%
Ameriprise
11
Ameriprise
Minnesota
$44.8M 947,000 -1,200,948 -56%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$41.8M 887,239 -166,425 -16%
RJA
13
Raymond James & Associates
Florida
$34.9M 741,548 +72,536 +11%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$31.4M 667,935 +112,115 +20%
M&T Bank
15
M&T Bank
New York
$30.5M 647,965 +45,456 +8%
AA
16
Alesco Advisors
New York
$29.5M 627,902 +13,540 +2%
KeyBank National Association
17
KeyBank National Association
Ohio
$27.6M 585,638 +29,991 +5%
PO
18
Private Ocean
California
$25.9M 549,315 +17,437 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23.4M 497,885 +91,701 +23%
SWM
20
SigFig Wealth Management
California
$21.4M 455,631 +62,942 +16%
Betterment LLC
21
Betterment LLC
New York
$20.6M 437,903 +29,889 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18.4M 390,518 +9,807 +3%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$16.3M 346,424 +17,906 +5%
AF
24
Allworth Financial
California
$16.1M 342,352 +44,967 +15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$15.9M 338,194 -42,729 -11%
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