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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 %
Bank of America
1
Bank of America
North Carolina
$841M 17,317,938 +387,857 +2%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$351M 7,222,624 +553,330 +8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$204M 4,189,933 +273,361 +7%
BlackRock
4
BlackRock
New York
$109M 2,242,657 -38,255 -2%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$84.5M 1,737,995 +242,907 +16%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$80.8M 1,663,796 +43,430 +3%
Goldman Sachs
7
Goldman Sachs
New York
$67M 1,378,886 +60,424 +5%
LPL Financial
8
LPL Financial
California
$63.5M 1,306,610 +105,196 +9%
Northern Trust
9
Northern Trust
Illinois
$61.9M 1,274,597 +112 +0%
WANY
10
Wealthspire Advisors (New York)
New York
$55.9M 1,149,477 +1,149,477 New
Ameriprise
11
Ameriprise
Minnesota
$46.4M 956,072 +30,830 +3%
Betterment LLC
12
Betterment LLC
New York
$43.5M 894,859 +45,505 +5%
RJA
13
Raymond James & Associates
Florida
$41.8M 859,427 +50,794 +6%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$40.5M 833,614 +6,140 +0.7%
M&T Bank
15
M&T Bank
New York
$33.6M 692,023 +44,347 +7%
AA
16
Alesco Advisors
New York
$31.9M 656,556 -3,754 -0.6%
KeyBank National Association
17
KeyBank National Association
Ohio
$31M 638,507 +26,161 +4%
SWM
18
SigFig Wealth Management
California
$28.3M 581,692 +62,625 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$26.8M 551,168 +38,203 +7%
Wells Fargo
20
Wells Fargo
California
$25.6M 526,376 -584,911 -53%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$24.1M 496,090 -113,802 -19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$21.2M 437,160 +19,412 +5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$20.2M 415,234 +45,749 +12%
AF
24
Allworth Financial
California
$18.1M 373,407 +12,253 +3%
FNWM
25
Financial Network Wealth Management
Utah
$16.9M 347,352 +18,666 +6%
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