Free Trial
→ $2 Trillion Disappears Because of Fed's Secretive New Move (From Stansberry Research) (Ad) Free EAGG Stock Alerts

iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) Institutional Ownership

iShares ESG Aware U.S. Aggregate Bond ETF logo
$46.69 +0.23 (+0.50%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$44.56M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$10.68M
Get EAGG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Aware U.S. Aggregate Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EAGG Institutional Buying and Selling by Quarter

iShares ESG Aware U.S. Aggregate Bond ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025ETF Portfolio Partners Inc.7,250$337K0.1%+6.8%0.009%
1/17/2025 Bartlett & CO. Wealth Management LLC34,381$1.60M0.0%-15.1%0.044%
1/17/2025 Finley Financial LLC7,400$343K0.2%N/A0.010%
1/17/2025 Fort Washington Investment Advisors Inc. OH76,124$3.54M0.0%-10.2%0.098%
1/16/2025 UMB Bank n.a.14,500$673K0.0%-59.0%0.019%
1/13/2025 AdvisorNet Financial Inc6,547$304K0.0%-17.1%0.008%
1/13/2025 Eastern Bank3,989$185K0.0%-52.3%0.005%
1/10/2025 Graypoint LLC5,086$236K0.0%N/A0.007%
1/7/2025 Bangor Savings Bank7,843$364K0.0%+10.8%0.010%
12/26/2024JPMorgan Chase & Co.7,222,624$350.95M0.0%+8.3%9.344%
11/25/2024Wilmington Savings Fund Society FSB545$26K0.0%N/A0.001%
11/15/2024Continuum Advisory LLC2,380$111K0.0%-24.4%0.003%
11/15/2024Integrated Wealth Concepts LLC28,369$1.38M0.0%+8.3%0.037%
11/14/2024Captrust Financial Advisors11,489$558K0.0%+3.3%0.015%
11/13/2024BNP Paribas Financial Markets1,709$83K0.0%+35.0%0.002%
11/12/2024Canopy Partners LLC7,361$358K0.2%N/A0.010%
11/8/2024First Horizon Advisors Inc.3,021$147K0.0%+55.3%0.004%
11/6/2024Diversified Portfolios Inc.12,328$599K0.1%-7.2%0.016%
11/6/2024Cable Hill Partners LLC6,172$300K0.0%-61.8%0.008%
11/5/2024Mascoma Wealth Management LLC164,385$7.99M2.0%+15.1%0.213%
10/31/2024Spinnaker Trust15,161$737K0.0%+7.3%0.020%
10/29/2024Bear Mountain Capital Inc.53,671$2.57M1.0%+2.5%0.069%
10/29/2024 Janney Montgomery Scott LLC29,616$1.44M0.0%-1.5%0.038%
10/29/2024Farther Finance Advisors LLC10,030$487K0.0%+19.8%0.013%
10/23/2024Bogart Wealth LLC39,098$1.90M0.1%+16.0%0.051%
10/22/2024 Eastern Bank8,357$406K0.0%N/A0.011%
10/18/2024 Bartlett & CO. Wealth Management LLC40,497$1.97M0.0%-36.5%0.052%
10/10/2024Valeo Financial Advisors LLC21,975$1.07M0.0%+3.8%0.028%
10/8/2024 Partnership Wealth Management LLC12,200$593K0.4%N/A0.016%
10/8/2024 Parkside Advisors LLC60,229$2.93M0.7%+0.9%0.078%
10/8/2024 Sugarloaf Wealth Management LLC2,771$135K0.0%-8.2%0.004%
10/8/2024ETF Portfolio Partners Inc.6,790$330K0.1%+12.4%0.009%
10/8/2024 Bangor Savings Bank7,077$344K0.0%-36.9%0.009%
8/14/2024EverSource Wealth Advisors LLC14,219$676K0.0%+3,168.7%0.018%
8/8/2024Parallel Advisors LLC39,849$1.86M0.0%+19.7%0.052%
8/7/2024Invera Wealth Advisors LLC26,716$1.26M1.3%+20.6%0.035%
8/2/2024Mascoma Wealth Management LLC142,833$6.66M1.8%+17.0%0.185%
8/1/2024Hilltop Partners LLC7,503$350K0.1%N/A0.010%
7/31/2024Farther Finance Advisors LLC8,371$387K0.0%+24.5%0.011%
7/31/2024Private Ocean LLC561,002$26.15M2.3%+2.1%0.726%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
7/27/2024Strategic Blueprint LLC6,781$316K0.0%-10.7%0.009%
7/26/2024Cambridge Investment Research Advisors Inc.172,620$8.05M0.0%+10.0%0.223%
7/26/2024Bank of New York Mellon Corp512,965$23.91M0.0%+3.0%0.664%
7/25/2024Hills Bank & Trust Co6,013$280K0.0%+5.8%0.008%
7/23/2024Bear Mountain Capital Inc.52,356$2.47M1.0%+5.2%0.068%
7/23/2024Diversified Portfolios Inc.13,284$619K0.1%+3.4%0.017%
7/22/2024 Horizons Wealth Management2,944$139K0.1%-30.3%0.004%
7/20/2024First Horizon Advisors Inc.1,945$91K0.0%-15.9%0.003%
7/20/2024Continuum Advisory LLC3,148$147K0.0%+20.2%0.004%
7/16/2024GPS Wealth Strategies Group LLC817$38K0.0%N/A0.001%
7/16/2024 ORG Partners LLC1,030$48K0.0%N/A0.001%
7/15/2024ETF Portfolio Partners Inc.6,042$282K0.1%-58.7%0.008%
7/11/2024Manning & Napier Advisors LLC9,415$439K0.0%N/A0.012%
7/11/2024Symmetry Partners LLC11,025$514K0.0%+4.9%0.014%
7/2/2024 First Hawaiian Bank10,770$502K0.0%-12.1%0.014%
7/2/2024Transcend Capital Advisors LLC5,047$235K0.0%-14.5%0.007%
5/30/2024Cambridge Trust Co.44,581$2.10M0.1%-16.6%0.058%
5/17/2024Comerica Bank4,027$190K0.0%-7.5%0.005%
5/15/2024Fairview Capital Investment Management LLC5,700$268K0.0%+28.1%0.007%
5/11/2024Covestor Ltd1,018$48K0.0%-24.1%0.001%
5/4/2024Gould Asset Management LLC CA9,877$465K0.1%+19.6%0.013%
5/1/2024 Janney Montgomery Scott LLC32,724$1.54M0.0%+7.0%0.043%
5/1/2024BNP Paribas Financial Markets1,507$71K0.0%+39.0%0.002%
4/26/2024Bogart Wealth LLC18,364$864K0.0%+2.6%0.024%
4/25/2024Bear Mountain Capital Inc.49,746$2.28M1.0%-1.3%0.065%
4/25/2024Valeo Financial Advisors LLC21,298$976K0.0%+3.6%0.028%
4/25/2024Cambridge Investment Research Advisors Inc.156,996$7.39M0.0%-0.3%0.205%
4/23/2024 Sugarloaf Wealth Management LLC3,020$142K0.0%-8.1%0.004%
4/23/2024Strategic Blueprint LLC7,591$357K0.0%+9.1%0.010%
4/22/2024Invera Wealth Advisors LLC22,150$1.01M0.8%+38.2%0.029%
4/17/2024Private Ocean LLC549,315$25.85M2.7%+3.3%0.862%
4/16/2024Dohj LLC173,038$8.14M2.2%-2.6%0.272%
4/16/2024 Wealth Enhancement Advisory Services LLC210,212$9.89M0.0%+13.6%0.330%
4/15/2024 Sandbox Financial Partners LLC9,663$455K0.2%-30.9%0.015%
4/15/2024 Aspiriant LLC26,339$1.24M0.1%-1.5%0.041%
4/15/2024 Brookstone Capital Management35,300$1.66M0.0%-5.3%0.055%
4/12/2024 AdvisorNet Financial Inc6,852$322K0.0%-5.4%0.011%
4/11/2024 Bangor Savings Bank11,216$528K0.1%+25.9%0.018%
4/5/2024 First Hawaiian Bank12,248$576K0.0%-41.6%0.019%
4/2/2024Symmetry Partners LLC10,511$495K0.0%+3.0%0.017%
2/12/2024Tradition Wealth Management LLC16,533$789K0.1%+8.7%0.026%
2/12/2024Parallel Advisors LLC22,177$1.06M0.0%+63.7%0.035%
2/9/2024Atlantic Private Wealth LLC78,856$3.77M3.4%-1.2%0.124%
2/9/2024Cambridge Investment Research Advisors Inc.157,425$7.52M0.0%+6.3%0.247%
2/9/2024Moreno Evelyn V5,647$270K0.1%-35.6%0.009%
2/8/2024Retirement Income Solutions Inc29,760$1.42M0.4%-2.1%0.047%
2/8/2024 Janney Montgomery Scott LLC30,579$1.46M0.0%+22.2%0.048%
2/7/2024Hills Bank & Trust Co4,510$215K0.0%+78.1%0.007%
2/7/2024Bogart Wealth LLC17,903$855K0.0%+14.1%0.028%
2/6/2024Legacy Financial Advisors Inc.21,784$1.04M0.2%-5.1%0.034%
$2 Trillion Disappears Because of Fed's Secretive New Move (Ad)

$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.

Click here to see his new research now.
2/6/2024First Horizon Advisors Inc.3,089$148K0.0%-24.9%0.005%
2/5/2024Transcend Capital Advisors LLC4,471$213K0.0%N/A0.007%
2/2/2024Spinnaker Trust14,788$706K0.0%+3.3%0.023%
2/2/2024Gould Asset Management LLC CA8,255$394K0.1%+2.9%0.013%
2/1/2024Cable Hill Partners LLC23,370$1.11M0.1%-50.4%0.037%
2/1/2024Signaturefd LLC2,530$121K0.0%-31.2%0.004%
1/31/2024Cambridge Trust Co.53,441$2.55M0.1%-10.1%0.084%
1/30/2024Diversified Portfolios Inc.16,093$768K0.1%+3.6%0.025%
1/30/2024Bear Mountain Capital Inc.50,376$2.38M1.0%N/A0.079%
1/29/2024Baystate Wealth Management LLC61,772$2.95M0.2%+109.6%0.097%
(Data available from 1/1/2016 forward)

EAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAGG shares?

During the previous two years, 88 institutional investors and hedge funds held shares of iShares ESG Aware U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($350.95M), Ameriprise Financial Inc. ($94.55M), Private Ocean LLC ($26.15M), Bank of New York Mellon Corp ($23.91M), Osaic Holdings Inc. ($14.28M), Financial Network Wealth Management LLC ($13.02M), and Wealth Enhancement Advisory Services LLC ($9.89M).Learn more on EAGG's institutional investors.

Which institutional investors have been buying iShares ESG Aware U.S. Aggregate Bond ETF stock?

Of the 71 institutional investors that purchased iShares ESG Aware U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.54M), Bank of New York Mellon Corp ($379.23K), Ameriprise Financial Inc. ($249.72K), Cambridge Investment Research Advisors Inc. ($106.04K), Private Ocean LLC ($84.78K), Baird Financial Group Inc. ($76.43K), and Mascoma Wealth Management LLC ($76.06K).

How much institutional buying is happening at iShares ESG Aware U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 5,159,117 shares in the last 24 months. This purchase volume represents approximately $240.56M in transactions.

Which iShares ESG Aware U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 46 institutional investors that sold iShares ESG Aware U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Private Ocean LLC ($61.30K), Cambridge Trust Co. ($55.76K), Cable Hill Partners LLC ($33.74K), Bartlett & CO. Wealth Management LLC ($29.41K), UMB Bank n.a. ($20.86K), Osaic Holdings Inc. ($16.04K), and Cary Street Partners Investment Advisory LLC ($13.97K).

How much institutional selling is happening at iShares ESG Aware U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 332,005 shares in the last 24 months. This volume of shares sold represents approximately $15.74M in transactions.


Related Companies

This page (NYSEARCA:EAGG) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Altcoin season moves fast, and those who hesitate are left behind. The window is closing.
Crypto Swap Profits | Sponsored
I was wrong. Dead wrong.
Something is stirring deep in Silicon Valley. My team and I have been watching the tech markets closely. ...
Porter & Company | Sponsored
Buy this AI Stock Before Elon’s Announcement
With Trump back in office, xAI is primed to become the leader in generative AI, leaving competitors in the dus...
InvestorPlace | Sponsored