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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$17.5M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$17.4M
3
Franklin Resources
3
Franklin Resources
California
$16.1M
4
Betterment LLC
4
Betterment LLC
New York
$67.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$366M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$378K
2
BlackRock
2
BlackRock
New York
$57.7M
3
GEM
3
Global Endowment Management
North Carolina
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Ameliora Wealth Management
Switzerland
$475K -$380K -8,000 -44%
MWM
252
MBE Wealth Management
Wisconsin
$471K +$28.4K +597 +6%
EC
253
Estate Counselors
Wisconsin
$467K – – –
OGF
254
Orin Green Financial
California
$466K – – –
CA
255
CWC Advisors
Oregon
$462K -$238 -5 -0.1%
SWP
256
Sagespring Wealth Partners
Tennessee
$461K +$74.4K +1,566 +19%
MPW
257
MA Private Wealth
California
$456K – – –
WS
258
Wedbush Securities
California
$448K -$2K -42 -0.4%
DT
259
Diversified Trust
Tennessee
$446K – – –
FHB
260
First Hawaiian Bank
Hawaii
$445K – – –
VNA
261
Valley National Advisers
Pennsylvania
$435K -$2.56K -54 -0.6%
AWS
262
Atria Wealth Solutions
New York
$432K -$4.54M -95,579 -91%
SPAS
263
Spectrum Planning & Advisory Services
California
$426K +$48.2K +1,013 +13%
BBW
264
Blue Barn Wealth
Utah
$417K -$9.37K -197 -2%
CIA
265
Concurrent Investment Advisors
Florida
$408K +$198K +4,168 +94%
SFG
266
SNS Financial Group
Minnesota
$404K +$13.4K +282 +3%
USCWA
267
U.S. Capital Wealth Advisors
Texas
$404K +$10.1K +213 +3%
SWP
268
Stratos Wealth Partners
Ohio
$399K +$116K +2,439 +41%
RFC
269
Regions Financial Corp
Alabama
$398K +$43.8K +921 +12%
NBWM
270
North Berkeley Wealth Management
California
$394K -$11.2K -236 -3%
PFGIA
271
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$50.1K +1,053 +15%
PFM
272
Potomac Fund Management
Florida
$385K -$9.29K -198 -2%
SHWM
273
Smith & Howard Wealth Management
Georgia
$382K -$168K -3,539 -31%
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
$378K -$18.9M -398,317 -98%
BSB
275
Bangor Savings Bank
Maine
$377K -$7.61K -160 -2%
9 10
11
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