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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
Thrivent Financial for Lutherans
276
Thrivent Financial for Lutherans
Minnesota
$378K -$18.7M -398,317 -98%
BSB
277
Bangor Savings Bank
Maine
$377K -$7.51K -160 -2%
DPI
278
Diversified Portfolios Inc
Michigan
$371K -$17.9K -382 -5%
SFP
279
Sandbox Financial Partners
Maryland
$369K -$3.94K -84 -1%
LGWM
280
Litman Gregory Wealth Management
California
$368K +$28K +596 +8%
FA
281
Financial Alternatives
California
$367K +$50.3K +1,071 +16%
FMN
282
Financial Management Network
California
$361K +$1.6K +34 +0.4%
OWM
283
Opes Wealth Management
California
$356K +$5.17K +110 +1%
MFC
284
Morris Financial Concepts
South Carolina
$356K +$62K +1,321 +21%
FF
285
Finley Financial
Nevada
$352K
OFG
286
Opulen Financial Group
Virginia
$351K +$12.5K +266 +4%
OMC
287
Old Mission Capital
Illinois
$346K +$342K +7,283 New
CCM
288
Coldstream Capital Management
Washington
$346K +$289K +6,154 +552%
AFG
289
Atomi Financial Group
New York
$338K +$21.9K +467 +7%
CFFNO
290
Common Fund For Nonprofit Organizations
Connecticut
$337K +$28.8K +613 +9%
AI
291
Atria Investments
North Carolina
$336K +$60.6K +1,290 +22%
HBT
292
Hills Bank & Trust
Iowa
$334K +$39.2K +834 +13%
BBA
293
Braun-Bostich & Associates
Pennsylvania
$329K -$10.2K -218 -3%
WA
294
Wealth Alliance
New York
$325K -$170K -3,613 -35%
FCIM
295
Fairview Capital Investment Management
California
$322K
MIM
296
Macroview Investment Management
Maryland
$322K +$318K +6,769 New
EPP
297
ETF Portfolio Partners
Kansas
$320K +$47 +1 +0%
AQR Capital Management
298
AQR Capital Management
Connecticut
$315K +$312K +6,635 New
AF
299
Advisornet Financial
Minnesota
$311K +$5.21K +111 +2%
HF
300
HRT Financial
New York
$311K -$251K -5,353 -45%

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.