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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
BWP
301
BlueStem Wealth Partners
Minnesota
$305K -$181K -3,853 -38%
CL
302
Choreo LLC
Illinois
$302K -$169K -3,603 -36%
WFS
303
WealthGarden F.S.
California
$301K -$49.8K -1,060 -14%
AWM
304
AE Wealth Management
Kansas
$292K -$8.45K -180 -3%
FHA
305
Flagship Harbor Advisors
Massachusetts
$288K +$73.6K +1,567 +35%
SB
306
Strategic Blueprint
Georgia
$279K -$85.1K -1,811 -24%
B
307
Birchbrook
Maine
$276K -$1.69K -36 -0.6%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$273K +$270K +5,747 New
MW
309
Maia Wealth
Colorado
$273K +$270K +5,747 New
CGFA
310
Colton Groome Financial Advisors
North Carolina
$271K +$8.22K +175 +3%
JWCA
311
J.W. Cole Advisors
Florida
$270K +$55.9K +1,191 +27%
SFG
312
Sage Financial Group
Pennsylvania
$267K +$3.05K +65 +1%
FNB
313
Farmers National Bank
Kentucky
$265K -$5.35K -114 -2%
BEI
314
Benjamin Edwards Inc
Missouri
$264K -$8.55K -182 -3%
RIA
315
Regal Investment Advisors
Michigan
$262K +$7.75K +165 +3%
GL
316
Graypoint LLC
New York
$259K +$4.18K +89 +2%
LJAC
317
L.J. Altfest & Co
New York
$259K -$19.8K -421 -7%
CWM
318
Centurion Wealth Management
Virginia
$258K +$255K +5,436 New
AIM
319
Acropolis Investment Management
Missouri
$253K +$16.2K +345 +7%
GRP
320
Global Retirement Partners
California
$253K +$250K +5,329 New
JWA
321
JFS Wealth Advisors
Pennsylvania
$253K +$2.3K +49 +0.9%
EWA
322
Emergent Wealth Advisors
New York
$248K +$14K +298 +6%
PS
323
Principal Securities
Iowa
$248K +$78.9K +1,680 +48%
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$244K +$241K +5,134 New
FA
325
FC Advisory
Pennsylvania
$242K +$22.6K +482 +10%

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.