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

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$46.49
-0.11 (-0.24%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG U.S. Aggregate Bond ETF (NYSEARCA:EAGG)

Number of
Institutional Buyers
(last 12 months)
50
Total
Institutional Inflows
(last 12 months)
$188.91M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$8.25M
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EAGG Institutional Buying and Selling by Quarter

iShares ESG 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
5/17/2024 Comerica Bank4,027$190K0.0%-7.5%0.005%
5/15/2024 Fairview Capital Investment Management LLC5,700$268K0.0%+28.1%0.007%
5/11/2024 Covestor Ltd1,018$48K0.0%-24.1%0.001%
5/4/2024 Gould 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%
5/1/2024 BNP 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%
4/17/2024 Private 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%
4/15/2024 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%
4/2/2024 Symmetry Partners LLC10,511$495K0.0%+3.0%0.017%
2/12/2024 Tradition Wealth Management LLC16,533$789K0.1%+8.7%0.026%
2/12/2024 Parallel Advisors LLC22,177$1.06M0.0%+63.7%0.035%
2/9/2024 Atlantic 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%
2/8/2024 Retirement 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%
2/6/2024 Legacy Financial Advisors Inc.21,784$1.04M0.2%-5.1%0.034%
2/6/2024 First Horizon Advisors Inc.3,089$148K0.0%-24.9%0.005%
2/5/2024 Transcend Capital Advisors LLC4,471$213K0.0%N/A0.007%
2/2/2024Spinnaker Trust14,788$706K0.0%+3.3%0.023%
2/2/2024 Gould Asset Management LLC CA8,255$394K0.1%+2.9%0.013%
2/1/2024 Cable 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%
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1/30/2024 Diversified 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%
1/24/2024 Mascoma Wealth Management LLC107,477$5.13M1.5%+4.5%0.169%
1/23/2024 Private Ocean LLC531,878$25.39M2.5%-10.3%0.835%
1/19/2024 AdvisorNet Financial Inc7,244$346K0.0%-17.4%0.011%
1/19/2024 Manning & 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%
1/10/2024 Financial 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%
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%
11/15/2023 Integrated Wealth Concepts LLC28,725$1.30M0.0%+52.8%0.045%
11/15/2023 Baker Avenue Asset Management LP28,399$1.29M0.1%-2.1%0.045%
11/15/2023 JPMorgan Chase & Co.5,435,095$246.21M0.0%+32.1%8.532%
11/15/2023 Ameriprise 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%
11/13/2023 Sugarloaf Wealth Management LLC3,285$149K0.0%N/A0.005%
11/8/2023Spinnaker Trust14,319$649K0.0%+3.7%0.022%
11/2/2023 Financial Network Wealth Management LLC244,422$10.99M5.4%+13.5%0.384%
11/2/2023 Diversified Portfolios Inc.15,527$703K0.1%-3.1%0.024%
11/1/2023 Retirement Income Solutions Inc30,403$1.38M0.4%-5.3%0.048%
10/30/2023 Bogart Wealth LLC15,691$711K0.0%+135.5%0.025%
10/30/2023 Concourse Financial Group Securities Inc.1,789$81K0.0%+15.8%0.003%
10/30/2023 Perigon Wealth Management LLC7,387$335K0.0%N/A0.012%
10/27/2023 First Horizon Advisors Inc.4,115$186K0.0%+10.2%0.006%
10/26/2023 Hills Bank & Trust Co2,532$115K0.0%N/A0.004%
10/26/2023Cambridge Trust Co.59,432$2.69M0.1%+3.7%0.093%
10/26/2023Baystate Wealth Management LLC29,473$1.34M0.1%+19.6%0.046%
10/24/2023 Bank of New York Mellon Corp395,167$17.90M0.0%+638.8%0.620%
10/24/2023 Private Ocean LLC593,180$26.87M3.4%+1.5%0.931%
10/24/2023 Gould Asset Management LLC CA8,020$363K0.1%+3.8%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.148,163$6.71M0.0%+15.6%0.233%
10/23/2023Moreno Evelyn V8,770$397K0.1%N/A0.014%
10/20/2023 Manning & Napier Group LLC13,613$617K0.0%+13.5%0.021%
10/20/2023 Valeo Financial Advisors LLC20,558$931K0.0%+10.7%0.032%
10/18/2023 CX Institutional5,129$232K0.0%N/A0.008%
10/18/2023 Strategic Blueprint LLC7,000$317K0.0%+56.6%0.011%
10/16/2023 ETF Portfolio Partners Inc.14,556$659K0.2%+12.5%0.023%
10/13/2023 Mascoma Wealth Management LLC102,837$4.66M1.5%+2.8%0.161%
10/10/2023 First Hawaiian Bank21,883$991K0.0%-6.1%0.034%
10/10/2023Bartlett & Co. LLC59,251$2.68M0.0%-5.3%0.093%
10/10/2023 Symmetry Partners LLC12,054$546K0.0%+3.3%0.019%
9/21/2023Baystate Wealth Management LLC24,639$1.16M0.1%-22.5%0.039%
9/12/2023Farther Finance Advisors LLC3,743$177K0.0%+70.5%0.006%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
8/21/2023 Osaic Holdings Inc.302,762$14.28M0.0%-5.0%0.475%
8/11/2023 Baird Financial Group Inc.203,771$9.61M0.0%+15.0%0.320%
8/11/2023 Atlantic Private Wealth LLC79,786$3.76M3.8%+7.9%0.125%
8/11/2023 JPMorgan Chase & Co.4,113,774$194.05M0.0%+64.8%6.458%
8/9/2023 Diversified Portfolios Inc.16,031$756K0.2%+3.7%0.025%
8/4/2023 Parallel Advisors LLC11,526$544K0.0%+4.9%0.020%
8/3/2023 First Horizon Advisors Inc.3,733$176K0.0%+22.9%0.006%
8/3/2023 Bank of New York Mellon Corp53,489$2.52M0.0%+72.5%0.093%
7/31/2023 Financial Network Wealth Management LLC215,404$10.12M4.7%+8.5%0.375%
7/31/2023 Bogart Wealth LLC6,664$314K0.0%-3.9%0.012%
(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, 90 institutional investors and hedge funds held shares of iShares ESG 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 Financial Network Wealth Management LLC ($13.02M).Learn more on EAGG's institutional investors.

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

Of the 72 institutional investors that purchased iShares ESG 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. ($3.30M), Bank of New York Mellon Corp ($364.15K), Ameriprise Financial Inc. ($249.72K), Envestnet Asset Management Inc. ($113.59K), Private Ocean LLC ($105.57K), Cambridge Investment Research Advisors Inc. ($97.82K), and One Wealth Advisors LLC ($96.89K).

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

Institutional investors have bought a total of 5,340,521 shares in the last 24 months. This purchase volume represents approximately $249.09M in transactions.

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

Of the 47 institutional investors that sold iShares ESG 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 ($61.30K), Cambridge Investment Research Advisors Inc. ($38.92K), Creative Planning ($25.31K), Cable Hill Partners LLC ($23.77K), and Osaic Holdings Inc. ($16.04K).

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

Institutional investors have sold a total of 444,896 shares in the last 24 months. This volume of shares sold represents approximately $21.16M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 5/20/2024 by MarketBeat.com Staff

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