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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
SPC
351
Sigma Planning Corp
Michigan
$204K -$4.56K -97 -2%
TFCP
352
Twin Focus Capital Partners
Massachusetts
$202K
OFS
353
OneAscent Financial Services
Alabama
$201K +$199K +4,238 New
CFD
354
Creative Financial Designs
Indiana
$186K -$31.7K -675 -15%
CIA
355
Cape Investment Advisory
Georgia
$166K +$21.7K +463 +15%
MCM
356
MAI Capital Management
Ohio
$162K
TWC
357
TD Waterhouse Canada
Ontario, Canada
$153K -$44.8K -953 -23%
HWM
358
Horizons Wealth Management
North Carolina
$140K
DF
359
Dunhill Financial
United Kingdom
$138K +$1.03K +22 +0.8%
SC
360
Stephens Consulting
Michigan
$130K
PTC
361
Private Trust Company
Ohio
$130K +$4.04K +86 +3%
SMFG
362
Sumitomo Mitsui Financial Group
Japan
$104K
IA
363
IFP Advisors
Florida
$102K +$78.1K +1,663 +346%
M
364
MOTCO
Texas
$89.1K +$26.7K +568 +43%
William Blair & Company
365
William Blair & Company
Illinois
$88.9K +$517 +11 +0.6%
GC
366
Gould Capital
Washington
$88.5K
TPWA
367
Twin Peaks Wealth Advisors
California
$88.3K +$87.4K +1,861 New
SA
368
Scarborough Advisors
Maryland
$87.8K +$86.7K +1,846 New
SIS
369
Sound Income Strategies
Florida
$81.1K +$28.1K +599 +54%
CA
370
Crewe Advisors
Utah
$76.7K +$38.6K +821 +104%
GWSG
371
GPS Wealth Strategies Group
Colorado
$72.4K +$26.3K +561 +58%
RWM
372
RMG Wealth Management
Wisconsin
$65.6K +$123K +2,614 New
AAG
373
Armstrong Advisory Group
Massachusetts
$61.4K +$28.1K +598 +86%
T
374
Transce3nd
Texas
$56.7K +$1.46K +31 +3%
OLVIG
375
Oliver Lagore Vanvalin Investment Group
Michigan
$55.3K +$54.7K +1,164 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.