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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
JC
251
JB Capital
Connecticut
$479K +$42.3K +901 +10%
GVCM
252
Global View Capital Management
Wisconsin
$476K +$189K +4,031 +67%
AWM
253
Ameliora Wealth Management
Switzerland
$475K -$376K -8,000 -44%
MWM
254
MBE Wealth Management
Wisconsin
$471K +$28K +597 +6%
EC
255
Estate Counselors
Wisconsin
$467K
OGF
256
Orin Green Financial
California
$466K
CA
257
CWC Advisors
Oregon
$462K -$235 -5 -0.1%
SWP
258
Sagespring Wealth Partners
Tennessee
$461K +$73.6K +1,566 +19%
MPW
259
MA Private Wealth
California
$456K
WS
260
Wedbush Securities
California
$448K -$1.97K -42 -0.4%
DT
261
Diversified Trust
Tennessee
$446K
FHB
262
First Hawaiian Bank
Hawaii
$445K
VNA
263
Valley National Advisers
Pennsylvania
$435K -$2.54K -54 -0.6%
AWS
264
Atria Wealth Solutions
New York
$432K -$4.49M -95,579 -91%
SPAS
265
Spectrum Planning & Advisory Services
California
$426K +$47.6K +1,013 +13%
BBW
266
Blue Barn Wealth
Utah
$417K -$9.25K -197 -2%
CIA
267
Concurrent Investment Advisors
Florida
$408K +$196K +4,168 +94%
SFG
268
SNS Financial Group
Minnesota
$404K +$13.2K +282 +3%
USCWA
269
U.S. Capital Wealth Advisors
Texas
$404K +$10K +213 +3%
SWP
270
Stratos Wealth Partners
Ohio
$399K +$115K +2,439 +41%
RFC
271
Regions Financial Corp
Alabama
$398K +$43.3K +921 +12%
NBWM
272
North Berkeley Wealth Management
California
$394K -$11.1K -236 -3%
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$394K +$49.5K +1,053 +15%
PFM
274
Potomac Fund Management
Florida
$385K -$9.3K -198 -2%
SHWM
275
Smith & Howard Wealth Management
Georgia
$382K -$166K -3,539 -31%

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.