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

iShares ESG Aware U.S. Aggregate Bond ETF logo
$47.17
+0.10 (+0.21%)
(As of 03:45 PM ET)
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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)
$90.51M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$9.19M
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EAGG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/5/2024Mascoma Wealth Management LLC164,385$7.99M2.0%+15.1%0.213%
10/31/2024 Spinnaker Trust15,161$737K0.0%+7.3%0.020%
10/29/2024 Bear 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%
10/29/2024 Farther Finance Advisors LLC10,030$487K0.0%+19.8%0.013%
10/23/2024 Bogart Wealth LLC39,098$1.90M0.1%+16.0%0.051%
10/22/2024 Eastern Bank8,357$406K0.0%N/A0.011%
10/18/2024Bartlett & CO. Wealth Management LLC40,497$1.97M0.0%-36.5%0.052%
10/10/2024 Valeo 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%
10/8/2024 ETF 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%
7/31/2024 Farther Finance Advisors LLC8,371$387K0.0%+24.5%0.011%
7/31/2024Private Ocean LLC561,002$26.15M2.3%+2.1%0.726%
7/27/2024 Strategic Blueprint LLC6,781$316K0.0%-10.7%0.009%
7/26/2024 Cambridge 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%
7/25/2024 Hills Bank & Trust Co6,013$280K0.0%+5.8%0.008%
7/23/2024 Bear 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%
7/16/2024 GPS Wealth Strategies Group LLC817$38K0.0%N/A0.001%
7/16/2024 ORG Partners LLC1,030$48K0.0%N/A0.001%
7/15/2024 ETF Portfolio Partners Inc.6,042$282K0.1%-58.7%0.008%
7/11/2024Manning & Napier Advisors LLC9,415$439K0.0%N/A0.012%
7/11/2024 Symmetry Partners LLC11,025$514K0.0%+4.9%0.014%
7/2/2024 First Hawaiian Bank10,770$502K0.0%-12.1%0.014%
7/2/2024 Transcend 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%
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5/11/2024 Covestor 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%
4/26/2024 Bogart Wealth LLC18,364$864K0.0%+2.6%0.024%
4/25/2024 Bear Mountain Capital Inc.49,746$2.28M1.0%-1.3%0.065%
4/25/2024 Valeo Financial Advisors LLC21,298$976K0.0%+3.6%0.028%
4/25/2024 Cambridge 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%
4/23/2024 Strategic 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%
4/16/2024 Dohj 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%
4/15/2024Aspiriant 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%
4/2/2024 Symmetry 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%
2/9/2024 Cambridge 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%
2/7/2024 Hills Bank & Trust Co4,510$215K0.0%+78.1%0.007%
2/7/2024 Bogart Wealth LLC17,903$855K0.0%+14.1%0.028%
2/6/2024Legacy Financial Advisors Inc.21,784$1.04M0.2%-5.1%0.034%
2/6/2024First Horizon Advisors Inc.3,089$148K0.0%-24.9%0.005%
2/5/2024 Transcend Capital Advisors LLC4,471$213K0.0%N/A0.007%
2/2/2024 Spinnaker 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%
2/1/2024 Signaturefd 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%
1/30/2024 Bear 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%
1/24/2024Mascoma Wealth Management LLC107,477$5.13M1.5%+4.5%0.169%
1/23/2024Private Ocean LLC531,878$25.39M2.5%-10.3%0.835%
1/19/2024 AdvisorNet Financial Inc7,244$346K0.0%-17.4%0.011%
1/19/2024Manning & Napier Group LLC13,239$632K0.0%-2.7%0.021%
1/16/2024 Bangor Savings Bank8,912$425K0.0%-15.9%0.014%
1/11/2024 Whittier Trust Co.13,883$663K0.0%N/A0.022%
1/10/2024Financial Network Wealth Management LLC272,715$13.02M5.6%+11.6%0.428%
1/9/2024 First Hawaiian Bank20,986$1.00M0.0%-4.1%0.033%
1/9/2024 Stonehearth Capital Management LLC20,848$995K0.5%-1.4%0.033%
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1/8/2024 Parkside Advisors LLC53,635$2.56M0.7%+8.0%0.084%
1/8/2024 Diversified Trust Co8,625$412K0.0%+9.2%0.014%
1/8/2024 Richard P Slaughter Associates Inc6,837$326K0.1%-5.3%0.011%
1/8/2024 Horizons Wealth Management4,222$202K0.1%+15.8%0.007%
1/2/2024 Symmetry Partners LLC10,206$487K0.0%-15.3%0.016%
11/15/2023Integrated Wealth Concepts LLC28,725$1.30M0.0%+52.8%0.045%
11/15/2023Baker Avenue Asset Management LP28,399$1.29M0.1%-2.1%0.045%
11/15/2023JPMorgan Chase & Co.5,435,095$246.21M0.0%+32.1%8.532%
11/15/2023Ameriprise Financial Inc.2,088,329$94.55M0.0%+13.6%3.278%
11/13/2023 Cary Street Partners Investment Advisory LLC3,145$142K0.0%-81.6%0.005%
(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, 92 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. ($246.21M), Ameriprise Financial Inc. ($94.55M), Envestnet Asset Management Inc. ($30.87M), Private Ocean LLC ($26.15M), Bank of New York Mellon Corp ($23.91M), Osaic Holdings Inc. ($14.28M), and Financial Network Wealth Management LLC ($13.02M).Learn more on EAGG's institutional investors.

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

Of the 74 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. ($2.99M), Bank of New York Mellon Corp ($379.23K), Ameriprise Financial Inc. ($249.72K), Envestnet Asset Management Inc. ($113.59K), Cambridge Investment Research Advisors Inc. ($106.04K), Private Ocean LLC ($84.78K), and Cambridge Trust Co. ($84.74K).

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

Institutional investors have bought a total of 4,900,232 shares in the last 24 months. This purchase volume represents approximately $227.35M 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: One Wealth Advisors LLC ($96.03K), Private Ocean LLC ($61.30K), Cambridge Trust Co. ($55.76K), Cable Hill Partners LLC ($23.77K), Bartlett & CO. Wealth Management LLC ($23.30K), 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 389,333 shares in the last 24 months. This volume of shares sold represents approximately $18.38M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 11/5/2024 by MarketBeat.com Staff
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