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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
MYIA
376
Mount Yale Investment Advisors
Colorado
$55.2K +$54.5K +1,161 New
AGWCA
377
Annis Gardner Whiting Capital Advisors
Florida
$41.9K -$4.13K -88 -9%
FPF
378
First Pacific Financial
Washington
$40.7K +$40.2K +856 New
EWM
379
Evolution Wealth Management
Florida
$39.4K +$38.9K +828 New
GWP
380
Gen-Wealth Partners
Michigan
$35.5K
WCM
381
WealthTrak Capital Management
Virginia
$35.1K +$1.93K +41 +6%
ME
382
McIlrath & Eck
Washington
$34.7K -$12.6K -269 -27%
GWM
383
Geneos Wealth Management
Colorado
$34.6K +$16.1K +343 +89%
PG
384
Proffitt & Goodson
Tennessee
$34.3K +$7.99K +170 +31%
TCPW
385
Twin City Private Wealth
North Carolina
$33.7K +$33.3K +709 New
GWS
386
Greykasell Wealth Strategies
California
$29K -$6.67K -142 -19%
DIP
387
DT Investment Partners
Pennsylvania
$26.8K -$1.5K -32 -5%
PWA
388
Physician Wealth Advisors
Utah
$26.5K +$235 +5 +0.9%
C
389
Covestor
United Kingdom
$26K +$2.63K +56 +11%
KFP
390
Keener Financial Planning
Texas
$24K
CA
391
CoreCap Advisors
Michigan
$22.9K
RA
392
Rise Advisors
New York
$21.4K +$188 +4 +0.9%
WSFS
393
Wilmington Savings Fund Society
Delaware
$21.3K
KG
394
Kilter Group
New York
$14.6K +$14.4K +307 New
YAL
395
Your Advocates Ltd
Texas
$14.5K
Citigroup
396
Citigroup
New York
$9.51K
BNP Paribas Financial Markets
397
BNP Paribas Financial Markets
France
$9.22K -$6.25K -133 -41%
AG
398
AmeriFlex Group
Nevada
$8.56K -$1.64K -35 -16%
NSIM
399
North Star Investment Management
Illinois
$8.13K +$94 +2 +1%
NS
400
NBC Securities
Alabama
$8K +$8.88K +189 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.