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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
PS
351
Principal Securities
Iowa
$279K -$1.15K -24 -0.4%
NWM
352
Navigate Wealth Management
Alabama
$276K +$278K +5,800 New
DPI
353
Diversified Portfolios Inc
Michigan
$276K -$66.8K -1,394 -19%
CGFA
354
Colton Groome Financial Advisors
North Carolina
$268K +$2.4K +50 +0.9%
BFA
355
Bragg Financial Advisors
North Carolina
$267K -$1.01K -21 -0.4%
OWCM
356
One Wealth Capital Management
Arizona
$265K +$267K +5,563 New
HSA
357
HBK Sorce Advisory
Pennsylvania
$263K +$265K +5,536 New
CCM
358
Coldstream Capital Management
Washington
$261K -$386K -8,064 -60%
FMN
359
Financial Management Network
California
$260K -$8.58K -179 -3%
FFG
360
Fiduciary Financial Group
California
$260K – – –
FA
361
FC Advisory
Pennsylvania
$259K +$2.06K +43 +0.8%
BFG
362
Buttonwood Financial Group
Missouri
$255K +$55.1K +1,150 +27%
IWM
363
IHT Wealth Management
Illinois
$254K +$256K +5,344 New
WWM
364
Western Wealth Management
Colorado
$248K +$911 +19 +0.4%
AWA
365
Asempa Wealth Advisors
Louisiana
$247K +$250K +5,211 New
JWA
366
JFS Wealth Advisors
Pennsylvania
$247K +$26.7K +557 +12%
Lido Advisors
367
Lido Advisors
California
$246K -$635K -13,247 -72%
WAP
368
Wealthcare Advisory Partners
Pennsylvania
$244K – – –
SPC
369
Sigma Planning Corp
Michigan
$244K +$8.58K +179 +4%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$242K – – –
GT
371
GreatBanc Trust
Illinois
$242K +$244K +5,090 New
CH
372
CDKV Holdings
Colorado
$238K – – –
4FG
373
4Thought Financial Group
New York
$237K – – –
KWM
374
Kingsview Wealth Management
Oregon
$236K +$2.25K +47 +1%
KW
375
Keyvantage Wealth
Pennsylvania
$235K -$2.64K -55 -1%
13 14
15
16 17

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.