We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

412 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 218 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 108

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

5% more capital invested

Capital invested by funds: $3.02B → $3.17B (+$153M)

3% more funds holding

Funds holding: 399412 (+13)

0.97% more ownership

Funds ownership: 82.79%83.76% (+0.97%)

1% less call options, than puts

Call options by funds: $622K | Put options by funds: $626K

Holders
412
Holders Change
+13
Holders Change %
+3.26%
% of All Funds
5.53%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
218
Reduced
108
Closed
22
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
251
Sovran Advisors
California
$468K +$468K +9,981 New
EC
252
Estate Counselors
Wisconsin
$466K +$164K +3,500 +55%
Comerica Bank
253
Comerica Bank
Texas
$465K +$53.8K +1,148 +13%
VCP
254
Verus Capital Partners
Arizona
$464K -$180K -3,848 -28%
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$463K +$18.1K +386 +4%
OWCM
256
One Wealth Capital Management
Arizona
$463K +$214K +4,573 +88%
CA
257
CWC Advisors
Oregon
$462K +$1.17K +25 +0.3%
OGF
258
Orin Green Financial
California
$457K +$459K +9,794 New
MPW
259
MA Private Wealth
California
$455K
WS
260
Wedbush Securities
California
$449K +$86K +1,835 +24%
DT
261
Diversified Trust
Tennessee
$445K +$39.6K +845 +10%
FHB
262
First Hawaiian Bank
Hawaii
$444K
MWM
263
MBE Wealth Management
Wisconsin
$443K +$437K +9,320 New
VW
264
Veridan Wealth
Oregon
$441K -$157K -3,359 -27%
VNA
265
Valley National Advisers
Pennsylvania
$437K -$1.83K -39 -0.4%
JC
266
JB Capital
Connecticut
$435K +$88.5K +1,888 +26%
BBW
267
Blue Barn Wealth
Utah
$426K -$6.37K -136 -1%
JF
268
JSF Financial
California
$419K +$105K +2,247 +34%
NBWM
269
North Berkeley Wealth Management
California
$405K -$31.5K -673 -7%
USCWA
270
U.S. Capital Wealth Advisors
Texas
$393K +$91.8K +1,959 +31%
PFM
271
Potomac Fund Management
Florida
$392K -$8.25K -176 -2%
SFG
272
SNS Financial Group
Minnesota
$390K -$47.2K -1,007 -11%
DPI
273
Diversified Portfolios Inc
Michigan
$389K -$33.7K -720 -8%
SWP
274
Sagespring Wealth Partners
Tennessee
$386K +$158K +3,370 +71%
BSB
275
Bangor Savings Bank
Maine
$384K +$11.1K +237 +3%