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iShares ESG Aware US Aggregate Bond ETF
EAGG

468 hedge funds and large institutions have $3.93B invested in iShares ESG Aware US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 278 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 93

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $3.68B → $3.93B (+$252M)

4% more funds holding

Funds holding: 448 → 468 (+20)

0.69% more ownership

Funds ownership: 83.22% → 83.91% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
468
Holders Change
+20
Holders Change %
+4.46%
% of All Funds
5.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
44
Increased
278
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$132M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$41.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$36.6M
5
LPL Financial
LPL Financial
California
+$33M

Top Sellers

Rank Fund Capital Flow
1
SWM
SigFig Wealth Management
California
-$34.2M
2
KeyBank National Association
KeyBank National Association
Ohio
-$18.5M
3
M&T Bank
M&T Bank
New York
-$17.3M
4
CAL
Capital Advisors Ltd
Ohio
-$6.8M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
276
Potomac Fund Management
Florida
$490K +$58.5K +1,220 +13%
CFFNO
277
Common Fund For Nonprofit Organizations
Connecticut
$487K +$9.15K +191 +2%
SVWAG
278
Sound View Wealth Advisors Group
Georgia
$477K – – –
WS
279
Wedbush Securities
California
$477K +$39.1K +816 +9%
AWM
280
Ameliora Wealth Management
Switzerland
$476K – – –
MPW
281
MA Private Wealth
California
$475K – – –
NCM
282
Novare Capital Management
North Carolina
$466K -$262K -5,465 -36%
AWM
283
AE Wealth Management
Kansas
$463K +$28.3K +591 +6%
CA
284
CWC Advisors
Oregon
$462K – – –
SLG
285
Sanchez Levi Garrett
$460K +$464K +9,672 New
HCA
286
Harpswell Capital Advisors
Maine
$460K – – –
MWM
287
MBE Wealth Management
Wisconsin
$458K +$54.5K +1,137 +13%
SWP
288
Sagespring Wealth Partners
Tennessee
$455K +$55.1K +1,149 +14%
DT
289
Diversified Trust
Tennessee
$453K – – –
USCWA
290
U.S. Capital Wealth Advisors
Texas
$451K +$51.9K +1,082 +13%
NBWM
291
North Berkeley Wealth Management
California
$431K +$51K +1,065 +13%
VW
292
Veridan Wealth
Oregon
$429K -$12K -250 -3%
EWA
293
Emergent Wealth Advisors
New York
$418K +$165K +3,452 +65%
CAAS
294
Capital Asset Advisory Services
Michigan
$417K +$129K +2,692 +45%
BTI
295
Blue Trust Inc
Georgia
$413K – – –
SFG
296
SNS Financial Group
Minnesota
$411K +$81.7K +1,704 +25%
SPAS
297
Spectrum Planning & Advisory Services
California
$409K -$18.3K -381 -4%
MFC
298
Morris Financial Concepts
South Carolina
$408K +$27.5K +574 +7%
HBT
299
Hills Bank & Trust
Iowa
$407K +$15K +312 +4%
SWP
300
Stratos Wealth Partners
Ohio
$404K +$10.4K +216 +3%
10 11
12
13 14

EAGG Hedge Fund Activity: Q1 2026 in Review

468 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2026, worth a combined $3.93B — up 6.8% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EAGG positions and 15 closed out — a net gain of 29 holders — while 278 added to existing stakes and 93 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was SigFig Wealth Management, cutting an estimated $34.2M.

  • 468 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2026, up from 448 in Q4 2025.
  • Funds reported $3.93B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2026, up 6.8% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2026 and 15 closed out, a net change of +29 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2026 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2026 was SigFig Wealth Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2026.