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iShares ESG Aware US Aggregate Bond ETF

414 hedge funds and large institutions have $3.28B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 132

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

3% more capital invested

Capital invested by funds: $3.17B → $3.28B (+$109M)

0% more funds holding

Funds holding: 412414 (+2)

1.65% less ownership

Funds ownership: 83.76%82.1% (-1.7%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
414
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
37
Increased
199
Reduced
132
Closed
30
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
226
Ameritas Investment Partners
Nebraska
$609K -$235 -5 -0%
CWMK
227
Caliber Wealth Management (Kansas)
Kansas
$598K +$591K +12,586 New
DAS
228
Diversify Advisory Services
Utah
$595K -$616K -13,125 -51%
OBWG
229
Onyx Bridge Wealth Group
New York
$573K +$7.33K +156 +1%
T
230
TrueFG
Texas
$557K -$5.21K -111 -0.9%
ACA
231
Ackerman Capital Advisors
Texas
$556K +$549K +11,698 New
BWM
232
Benchmark Wealth Management
Connecticut
$555K
LWA
233
Lifelong Wealth Advisors
Minnesota
$554K +$2.77K +59 +0.5%
WAT
234
Wealth Advisory Team
Kentucky
$551K +$544K +11,584 New
PPW
235
Presilium Private Wealth
Pennsylvania
$549K +$24K +511 +5%
FFN
236
Focus Financial Network
Minnesota
$548K -$337K -7,176 -38%
HP
237
Hilltop Partners
Indiana
$547K -$25.7K -548 -5%
BFG
238
Buttonwood Financial Group
Missouri
$546K +$7.61K +162 +1%
Comerica Bank
239
Comerica Bank
Texas
$545K +$78.7K +1,676 +17%
PAG
240
Private Advisor Group
New Jersey
$541K +$51.3K +1,093 +11%
RIM
241
Rockbridge Investment Management
New York
$531K +$53.6K +1,141 +11%
CW
242
CreativeOne Wealth
Kansas
$520K -$50.8K -1,082 -9%
S
243
SignatureFD
Georgia
$517K +$18.9K +402 +4%
FHA
244
First Horizon Advisors
Tennessee
$516K +$285K +6,075 +127%
NAM
245
NorthCrest Asset Manangement
Minnesota
$514K +$8.97K +191 +2%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$504K +$141K +3,001 +40%
HPM
247
Hoxton Planning & Management
West Virginia
$502K -$41.5K -884 -8%
SVWAG
248
Sound View Wealth Advisors Group
Georgia
$495K +$30.6K +651 +7%
SFA
249
Sequoia Financial Advisors
Ohio
$485K -$25K -532 -5%
OWCM
250
One Wealth Capital Management
Arizona
$481K +$16.8K +357 +4%

EAGG Hedge Fund Activity: Q2 2025 in Review

414 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2025, worth a combined $3.28B — up 3.4% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EAGG positions and 30 closed out — a net gain of 7 holders — while 199 added to existing stakes and 132 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $17.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.7M.

  • 414 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2025, up from 412 in Q1 2025.
  • Funds reported $3.28B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2025 and 30 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2025 was RWA Wealth Partners, an estimated $17.3M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.