EAGG icon

iShares ESG Aware US Aggregate Bond ETF

410 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
42
Increased
217
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$241K
CC
327
Copperleaf Capital
North Carolina
$238K +$238K +5,008 New
AIM
328
Acropolis Investment Management
Missouri
$237K +$3.8K +80 +2%
GSWM
329
Golden State Wealth Management
California
$236K +$236K +4,966 New
BFA
330
Bragg Financial Advisors
North Carolina
$235K +$235K +4,946 New
IFWM
331
Institute for Wealth Management
Colorado
$235K -$160K -3,374 -41%
CA
332
Claro Advisors
Massachusetts
$230K +$230K +4,854 New
FI
333
Financial Insights
Washington
$229K
VIPI
334
Vista Investment Partners II
Indiana
$228K -$7.41K -156 -3%
KPWS
335
Kestra Private Wealth Services
Texas
$228K -$78.1K -1,645 -26%
OCM
336
One Capital Management
California
$227K
FHA
337
First Horizon Advisors
Tennessee
$227K +$71.5K +1,505 +46%
BA
338
Bristlecone Advisors
Washington
$226K
4FG
339
4Thought Financial Group
New York
$224K -$5.03K -106 -2%
TIA
340
Traphagen Investment Advisors
New Jersey
$223K -$25.7K -542 -10%
FA
341
FC Advisory
Pennsylvania
$219K -$7.74K -163 -3%
SF
342
SWP Financial
California
$219K +$219K +4,604 New
CFD
343
Creative Financial Designs
Indiana
$218K -$3.7K -78 -2%
FHA
344
Flagship Harbor Advisors
Massachusetts
$213K -$20.2K -425 -9%
JWCA
345
J.W. Cole Advisors
Florida
$213K +$213K +4,483 New
CIA
346
Concurrent Investment Advisors
Florida
$210K +$210K +4,414 New
SPC
347
Sigma Planning Corp
Michigan
$209K +$209K +4,397 New
ATWA
348
Arbor Trust Wealth Advisors
Michigan
$206K
TFCP
349
Twin Focus Capital Partners
Massachusetts
$202K -$165K -3,473 -45%
TWC
350
TD Waterhouse Canada
Ontario, Canada
$198K