EAGG icon

iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
$17.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$17.4M
3
Franklin Resources
Franklin Resources
California
$16.1M
4
Betterment LLC
Betterment LLC
New York
$67.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$378K
2
BlackRock
BlackRock
New York
$57.7M
3
GEM
Global Endowment Management
North Carolina
$0
4
BRIA
Balanced Rock Investment Advisors
Massachusetts
$2.49M
5
Goldman Sachs
Goldman Sachs
New York
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
401
1 North Wealth Services
Maryland
$6.66K – – –
WP
402
WealthShield Partners
North Carolina
$4.66K – – –
VWA
403
VSM Wealth Advisory
Maryland
$3.21K – – –
ADL
404
Asset Dedication LLC
California
$3.14K +$3.14K +66 New
GI
405
GAMMA Investing
California
$3K -$4.04K -85 -57%
AAS
406
Ameritas Advisory Services
Nebraska
$2.81K +$2.81K +59 New
NB
407
NBT Bank
New York
$2.19K – – –
WCM
408
Winthrop Capital Management
Indiana
$2K – – –
CTWM
409
Cherry Tree Wealth Management
Minnesota
$809 – – –
MEG
410
Millstone Evans Group
Colorado
$808 – – –
Bank of Montreal
411
Bank of Montreal
Ontario, Canada
$238 +$238 +5 New
Russell Investments Group
412
Russell Investments Group
United Kingdom
$3 -$3 – –
GEM
413
Global Endowment Management
North Carolina
– -$8.03M -169,079 Closed
CF
414
Cantor Fitzgerald
New York
– -$1.42M -30,000 Closed
Susquehanna International Group
415
Susquehanna International Group
Pennsylvania
– -$848K -17,859 Closed
WWA
416
WCG Wealth Advisors
Nevada
– -$776K -16,341 Closed
AFA
417
Arlington Financial Advisors
California
– -$645K -13,591 Closed
TC
418
TownSquare Capital
Utah
– -$629K -13,238 Closed
SA
419
Sovran Advisors
California
– -$468K -9,981 Closed
VCP
420
Verus Capital Partners
Arizona
– -$464K -9,766 Closed
FAIM
421
Financial Advocates Investment Management
Washington
– -$312K -6,563 Closed
CP
422
Canopy Partners
Ohio
– -$292K -6,140 Closed
MF
423
Montis Financial
Massachusetts
– -$277K -5,837 Closed
MLA
424
My Legacy Advisors
Oregon
– -$270K -5,685 Closed
CAM
425
Cresset Asset Management
Illinois
– -$250K -5,274 Closed
14 15 16
17
18