EAGG · iShares ESG Aware U.S. Aggregate Bond ETF ETF
$46.44
+0.01 (+0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $3,372,887
Total Shares: 71,143
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
63.1%
−34.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,950
Highly concentrated−4,629
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
1
Unchanged
1
Holder count:
+1
Institutional value:
-92.3%
Shares held:
-92.3%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +1,982 | 21,748 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 44,860 | $2,126,812 | |
| Mega CITADEL ADVISORS LLC | 4,494 | $213,060 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 902,510 | $42,914,349 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC EAGG | $2,126,812 | 63.06% | 44,860 | Shares | 2026-08-27 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group EAGG | $1,031,072 | 30.57% | 21,748 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC EAGG | $213,060 | 6.32% | 4,494 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC EAGG | $1,943 | 0.06% | 41 | Shares | 2026-08-27 |