We are live on ! Find out more
EAGG icon

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
TNBTD
326
Trustmark National Bank Trust Department
Mississippi
$242K
CAG
327
Curtis Advisory Group
California
$242K
ICM
328
IMS Capital Management
Oregon
$242K
BTI
329
Blue Trust Inc
Georgia
$241K
KW
330
Keyvantage Wealth
Pennsylvania
$241K -$4.56K -97 -2%
BFA
331
Bragg Financial Advisors
North Carolina
$240K +$4.88K +104 +2%
FA
332
Fountainhead AM
New Jersey
$240K -$10.2K -217 -4%
CC
333
Copperleaf Capital
North Carolina
$238K
CAAS
334
Capital Asset Advisory Services
Michigan
$235K +$233K +4,962 New
GSEP
335
Golden State Equity Partners
California
$231K -$11.2K -239 -5%
IFWM
336
Institute for Wealth Management
Colorado
$230K -$5.5K -117 -2%
FI
337
Financial Insights
Washington
$229K
KV
338
Kickstand Ventures
New York
$228K +$226K +4,804 New
KPWS
339
Kestra Private Wealth Services
Texas
$228K -$329 -7 -0.1%
4FG
340
4Thought Financial Group
New York
$227K +$2.91K +62 +1%
BA
341
Bristlecone Advisors
Washington
$227K
OCM
342
One Capital Management
California
$224K -$3.29K -70 -1%
KFSC
343
Keystone Financial Services (Colorado)
Colorado
$224K -$75.7K -1,612 -25%
TIA
344
Traphagen Investment Advisors
New Jersey
$223K +$235 +5 +0.1%
JF
345
JSF Financial
California
$221K -$196K -4,171 -47%
GSWM
346
Golden State Wealth Management
California
$219K -$17.3K -368 -7%
SF
347
SWP Financial
California
$215K -$3.99K -85 -2%
TWCA
348
Two West Capital Advisors
Kansas
$211K +$210K +4,476 New
HH
349
Hilltop Holdings
Texas
$210K -$48.8K -1,040 -19%
GA
350
Gordian Advisors
Arizona
$208K +$205K +4,370 New

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.