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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
WP
451
WealthShield Partners
North Carolina
$5.13K +$479 +10 +10%
KCM
452
Key Capital Management
Tennessee
$5.09K -$58.7K -1,224 -92%
BNP Paribas Financial Markets
453
BNP Paribas Financial Markets
France
$3.52K -$11.4K -238 -76%
RCM
454
Raleigh Capital Management
North Carolina
$3.16K +$3.16K +66 New
ADL
455
Asset Dedication LLC
California
$3.14K – – –
GI
456
GAMMA Investing
California
$2.38K -$431 -9 -15%
NB
457
NBT Bank
New York
$2.19K -$96 -2 -4%
LWM
458
Lodestone Wealth Management
Washington
$1.87K – – –
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$1.14K +$1.15K +24 New
FA
460
Fountainhead AM
New Jersey
$858 – – –
CTWM
461
Cherry Tree Wealth Management
Minnesota
$809 – – –
MEG
462
Millstone Evans Group
Colorado
$808 – – –
SS
463
Sunbelt Securities
Texas
$808 – – –
DCM
464
Davis Capital Management
Florida
$190 – – –
Russell Investments Group
465
Russell Investments Group
United Kingdom
$98 – – –
SGFG
466
Silver Grove Financial Group
New York
$54 +$48 +1 New
FLP
467
Financial Life Planners
Arizona
$51 +$48 +1 New
SWP
468
Strategic Wealth Partners
Ohio
$13 – – –
BMC
469
Bear Mountain Capital
Washington
$10 -$3.44M -71,711 Closed
VFA
470
Valeo Financial Advisors
Indiana
– -$1.18M -24,727 Closed
EC
471
Estate Counselors
Wisconsin
– -$470K -9,825 Closed
FPAS
472
Focus Partners Advisor Solutions
Missouri
– -$462K -9,658 Closed
NCTC
473
New Covenant Trust Company
Indiana
– -$456K -9,530 Closed
SFP
474
Sandbox Financial Partners
Maryland
– -$329K -6,884 Closed
DAS
475
Diversify Advisory Services
Utah
– -$295K -6,159 Closed
16 17 18
19
20

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.