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

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(As of 04/18/2024 ET)

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Stock Analysis Chart Dividend Headlines Holdings Ownership

Number of Institutional Buyers (last 12 months): 61
Total Institutional Inflows (last 12 months): $237.96M

Number of Institutional Sellers (last 12 months): 32
Total Institutional Outflows (last 12 months): $12.49M

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EAGG Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/17/2024	Private Ocean LLC	549,315	$25.85M	2.7%	+3.3%	0.862%
4/16/2024	Dohj LLC	173,038	$8.14M	2.2%	-2.6%	0.272%
4/16/2024	Wealth Enhancement Advisory Services LLC	210,212	$9.89M	0.0%	+13.6%	0.330%
4/15/2024	Sandbox Financial Partners LLC	9,663	$455K	0.2%	-30.9%	0.015%
4/15/2024	Aspiriant LLC	26,339	$1.24M	0.1%	-1.5%	0.041%
4/15/2024	Brookstone Capital Management	35,300	$1.66M	0.0%	-5.3%	0.055%
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4/12/2024	AdvisorNet Financial Inc	6,852	$322K	0.0%	-5.4%	0.011%
4/11/2024	Bangor Savings Bank	11,216	$528K	0.1%	+25.9%	0.018%
4/5/2024	First Hawaiian Bank	12,248	$576K	0.0%	-41.6%	0.019%
4/2/2024	Symmetry Partners LLC	10,511	$495K	0.0%	+3.0%	0.017%
2/15/2024	Baker Avenue Asset Management LP	28,726	$1.37M	0.1%	+1.2%	0.045%
2/15/2024	OLD Mission Capital LLC	56,504	$2.70M	0.0%	N/A	0.089%
2/15/2024	Baird Financial Group Inc.	260,123	$12.42M	0.0%	+18.6%	0.408%
2/12/2024	Tradition Wealth Management LLC	16,533	$789K	0.1%	+8.7%	0.026%
2/12/2024	Parallel Advisors LLC	22,177	$1.06M	0.0%	+63.7%	0.035%
2/9/2024	Atlantic Private Wealth LLC	78,856	$3.77M	3.4%	-1.2%	0.124%
2/9/2024	Cambridge Investment Research Advisors Inc.	157,425	$7.52M	0.0%	+6.3%	0.247%
2/9/2024	Moreno Evelyn V	5,647	$270K	0.1%	-35.6%	0.009%
2/8/2024	Retirement Income Solutions Inc	29,760	$1.42M	0.4%	-2.1%	0.047%
2/8/2024	Janney Montgomery Scott LLC	30,579	$1.46M	0.0%	+22.2%	0.048%
2/7/2024	Hills Bank & Trust Co	4,510	$215K	0.0%	+78.1%	0.007%
2/7/2024	Bogart Wealth LLC	17,903	$855K	0.0%	+14.1%	0.028%
2/6/2024	Legacy Financial Advisors Inc.	21,784	$1.04M	0.2%	-5.1%	0.034%
2/6/2024	First Horizon Advisors Inc.	3,089	$148K	0.0%	-24.9%	0.005%
2/5/2024	Transcend Capital Advisors LLC	4,471	$213K	0.0%	N/A	0.007%
2/2/2024	Spinnaker Trust	14,788	$706K	0.0%	+3.3%	0.023%
2/2/2024	Gould Asset Management LLC CA	8,255	$394K	0.1%	+2.9%	0.013%
2/1/2024	Cable Hill Partners LLC	23,370	$1.11M	0.1%	-50.4%	0.037%
2/1/2024	Signaturefd LLC	2,530	$121K	0.0%	-31.2%	0.004%
1/31/2024	Cambridge Trust Co.	53,441	$2.55M	0.1%	-10.1%	0.084%
1/30/2024	Diversified Portfolios Inc.	16,093	$768K	0.1%	+3.6%	0.025%
1/30/2024	Bear Mountain Capital Inc.	50,376	$2.38M	1.0%	N/A	0.079%
1/29/2024	Baystate Wealth Management LLC	61,772	$2.95M	0.2%	+109.6%	0.097%
1/24/2024	Mascoma Wealth Management LLC	107,477	$5.13M	1.5%	+4.5%	0.169%
1/23/2024	Private Ocean LLC	531,878	$25.39M	2.5%	-10.3%	0.835%
1/19/2024	AdvisorNet Financial Inc	7,244	$346K	0.0%	-17.4%	0.011%
1/19/2024	Manning & Napier Group LLC	13,239	$632K	0.0%	-2.7%	0.021%
1/16/2024	Bangor Savings Bank	8,912	$425K	0.0%	-15.9%	0.014%
1/11/2024	Whittier Trust Co.	13,883	$663K	0.0%	N/A	0.022%
1/10/2024	Financial Network Wealth Management LLC	272,715	$13.02M	5.6%	+11.6%	0.428%
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1/9/2024	First Hawaiian Bank	20,986	$1.00M	0.0%	-4.1%	0.033%
1/9/2024	Stonehearth Capital Management LLC	20,848	$995K	0.5%	-1.4%	0.033%
1/8/2024	Bartlett & CO. Wealth Management LLC	62,108	$2.97M	0.0%	+4.8%	0.098%
1/8/2024	Parkside Advisors LLC	53,635	$2.56M	0.7%	+8.0%	0.084%
1/8/2024	Diversified Trust Co	8,625	$412K	0.0%	+9.2%	0.014%
1/8/2024	Richard P Slaughter Associates Inc	6,837	$326K	0.1%	-5.3%	0.011%
1/8/2024	Horizons Wealth Management	4,222	$202K	0.1%	+15.8%	0.007%
1/2/2024	Symmetry Partners LLC	10,206	$487K	0.0%	-15.3%	0.016%
11/15/2023	Integrated Wealth Concepts LLC	28,725	$1.30M	0.0%	+52.8%	0.045%
11/15/2023	Baker Avenue Asset Management LP	28,399	$1.29M	0.1%	-2.1%	0.045%
11/15/2023	JPMorgan Chase & Co.	5,435,095	$246.21M	0.0%	+32.1%	8.532%
11/15/2023	Ameriprise Financial Inc.	2,088,329	$94.55M	0.0%	+13.6%	3.278%
11/13/2023	Cary Street Partners Investment Advisory LLC	3,145	$142K	0.0%	-81.6%	0.005%
11/13/2023	Sugarloaf Wealth Management LLC	3,285	$149K	0.0%	N/A	0.005%
11/8/2023	Spinnaker Trust	14,319	$649K	0.0%	+3.7%	0.022%
11/2/2023	Financial Network Wealth Management LLC	244,422	$10.99M	5.4%	+13.5%	0.384%
11/2/2023	Diversified Portfolios Inc.	15,527	$703K	0.1%	-3.1%	0.024%
11/1/2023	Retirement Income Solutions Inc	30,403	$1.38M	0.4%	-5.3%	0.048%
10/30/2023	Bogart Wealth LLC	15,691	$711K	0.0%	+135.5%	0.025%
10/30/2023	Concourse Financial Group Securities Inc.	1,789	$81K	0.0%	+15.8%	0.003%
10/30/2023	Perigon Wealth Management LLC	7,387	$335K	0.0%	N/A	0.012%
10/27/2023	First Horizon Advisors Inc.	4,115	$186K	0.0%	+10.2%	0.006%
10/26/2023	Hills Bank & Trust Co	2,532	$115K	0.0%	N/A	0.004%
10/26/2023	Cambridge Trust Co.	59,432	$2.69M	0.1%	+3.7%	0.093%
10/26/2023	Baystate Wealth Management LLC	29,473	$1.34M	0.1%	+19.6%	0.046%
10/24/2023	Bank of New York Mellon Corp	395,167	$17.90M	0.0%	+638.8%	0.620%
10/24/2023	Private Ocean LLC	593,180	$26.87M	3.4%	+1.5%	0.931%
10/24/2023	Gould Asset Management LLC CA	8,020	$363K	0.1%	+3.8%	0.013%
10/24/2023	Cambridge Investment Research Advisors Inc.	148,163	$6.71M	0.0%	+15.6%	0.233%
10/23/2023	Moreno Evelyn V	8,770	$397K	0.1%	N/A	0.014%
10/20/2023	Manning & Napier Group LLC	13,613	$617K	0.0%	+13.5%	0.021%
10/20/2023	Valeo Financial Advisors LLC	20,558	$931K	0.0%	+10.7%	0.032%
10/18/2023	CX Institutional	5,129	$232K	0.0%	N/A	0.008%
10/18/2023	Strategic Blueprint LLC	7,000	$317K	0.0%	+56.6%	0.011%
10/16/2023	ETF Portfolio Partners Inc.	14,556	$659K	0.2%	+12.5%	0.023%
10/13/2023	Mascoma Wealth Management LLC	102,837	$4.66M	1.5%	+2.8%	0.161%
10/10/2023	First Hawaiian Bank	21,883	$991K	0.0%	-6.1%	0.034%
10/10/2023	Bartlett & Co. LLC	59,251	$2.68M	0.0%	-5.3%	0.093%
10/10/2023	Symmetry Partners LLC	12,054	$546K	0.0%	+3.3%	0.019%
9/21/2023	Baystate Wealth Management LLC	24,639	$1.16M	0.1%	-22.5%	0.039%
9/12/2023	Farther Finance Advisors LLC	3,743	$177K	0.0%	+70.5%	0.006%
8/21/2023	Osaic Holdings Inc.	302,762	$14.28M	0.0%	-5.0%	0.475%
8/15/2023	Integrated Wealth Concepts LLC	18,801	$887K	0.0%	-7.9%	0.030%
8/15/2023	Colony Group LLC	14,377	$678K	0.0%	-2.4%	0.023%
8/15/2023	Captrust Financial Advisors	10,445	$493K	0.0%	-29.3%	0.016%
8/11/2023	Baird Financial Group Inc.	203,771	$9.61M	0.0%	+15.0%	0.320%
8/11/2023	Atlantic Private Wealth LLC	79,786	$3.76M	3.8%	+7.9%	0.125%
8/11/2023	JPMorgan Chase & Co.	4,113,774	$194.05M	0.0%	+64.8%	6.458%
8/9/2023	BNP Paribas Arbitrage SNC	964	$45K	0.0%	+186.9%	0.002%
8/9/2023	Diversified Portfolios Inc.	16,031	$756K	0.2%	+3.7%	0.025%
The “Perfect Storm” for Gold (Ad) Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025. Click here now to download the free Precious Metals Buying Guide!
8/4/2023	Parallel Advisors LLC	11,526	$544K	0.0%	+4.9%	0.020%
8/3/2023	First Horizon Advisors Inc.	3,733	$176K	0.0%	+22.9%	0.006%
8/3/2023	Bank of New York Mellon Corp	53,489	$2.52M	0.0%	+72.5%	0.093%
7/31/2023	Financial Network Wealth Management LLC	215,404	$10.12M	4.7%	+8.5%	0.375%
7/31/2023	Bogart Wealth LLC	6,664	$314K	0.0%	-3.9%	0.012%
7/28/2023	Retirement Income Solutions Inc	32,113	$1.52M	0.4%	+7.4%	0.056%
7/26/2023	Manning & Napier Group LLC	11,998	$566K	0.0%	+28.3%	0.021%
7/26/2023	Creative Financial Designs Inc. ADV	4,688	$221K	0.0%	N/A	0.008%
7/26/2023	Janney Montgomery Scott LLC	25,072	$1.18M	0.0%	+26.6%	0.044%
7/25/2023	UMB Bank n.a.	35,356	$1.67M	0.0%	+673.8%	0.061%

(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, 104 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 ($25.85M), Bank of New York Mellon Corp ($17.90M), Osaic Holdings Inc. ($14.28M), and PFS Investments Inc. ($13.26M).Learn more on EAGG's institutional investors.
Which institutional investors have been buying iShares ESG Aware U.S. Aggregate Bond ETF stock?: Of the 90 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. ($4.01M), Ameriprise Financial Inc. ($712.55K), Bank of New York Mellon Corp ($395.17K), PFS Investments Inc. ($283.74K), Baird Financial Group Inc. ($136.94K), Envestnet Asset Management Inc. ($113.59K), and Private Ocean LLC ($105.57K).
How much institutional buying is happening at iShares ESG Aware U.S. Aggregate Bond ETF?: Institutional investors have bought a total of 7,088,454 shares in the last 24 months. This purchase volume represents approximately $334.58M 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), Cambridge Trust Co. ($76.66K), Private Ocean LLC ($66.53K), Cambridge Investment Research Advisors Inc. ($38.49K), Colony Group LLC ($37.04K), Creative Planning ($25.31K), and Cable Hill Partners LLC ($23.77K).
How much institutional selling is happening at iShares ESG Aware U.S. Aggregate Bond ETF?: Institutional investors have sold a total of 538,612 shares in the last 24 months. This volume of shares sold represents approximately $25.78M in transactions.

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This page (NYSEARCA:EAGG) was last updated on 4/18/2024 by MarketBeat.com Staff

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

EAGG Institutional Buying and Selling by Quarter

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

EAGG Institutional Ownership - Frequently Asked Questions

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

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

EAGG Institutional Buying and Selling by Quarter

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

EAGG Institutional Ownership - Frequently Asked Questions