EAGG icon

iShares ESG Aware US Aggregate Bond ETF

407 hedge funds and large institutions have $3.42B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 224 increasing their positions, 96 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

1% less funds holding

Funds holding: 412407 (-5)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $235K

Holders
407
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$235K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
251
Orin Green Financial
California
$470K
CA
252
CWC Advisors
Oregon
$465K
DT
253
Diversified Trust
Tennessee
$453K
WS
254
Wedbush Securities
California
$447K
VW
255
Veridan Wealth
Oregon
$438K
SWP
256
Sagespring Wealth Partners
Tennessee
$432K
FHB
257
First Hawaiian Bank
Hawaii
$431K
SPAS
258
Spectrum Planning & Advisory Services
California
$429K
USCWA
259
U.S. Capital Wealth Advisors
Texas
$428K
PFM
260
Potomac Fund Management
Florida
$411K
RFC
261
Regions Financial Corp
Alabama
$408K
SFG
262
SNS Financial Group
Minnesota
$405K
MWM
263
MBE Wealth Management
Wisconsin
$405K
CIA
264
Concurrent Investment Advisors
Florida
$403K
NBWM
265
North Berkeley Wealth Management
California
$398K
PFGIA
266
Patriot Financial Group Insurance Agency
Massachusetts
$398K
SWP
267
Stratos Wealth Partners
Ohio
$398K
HBT
268
Hills Bank & Trust
Iowa
$388K
SHWM
269
Smith & Howard Wealth Management
Georgia
$386K
OFG
270
Opulen Financial Group
Virginia
$382K
OWCM
271
One Wealth Capital Management
Arizona
$382K
BSB
272
Bangor Savings Bank
Maine
$380K
LGWM
273
Litman Gregory Wealth Management
California
$378K
CFFNO
274
Common Fund For Nonprofit Organizations
Connecticut
$378K
FA
275
Financial Alternatives
California
$373K