We are live on ! Find out more
EAGG icon

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
M&T Bank
26
M&T Bank
New York
$22.3M -$17.3M -360,378 -43%
FNWM
27
Financial Network Wealth Management
Utah
$21.9M +$1.05M +21,907 +5%
DWM
28
Destination Wealth Management
California
$21.6M +$975K +20,339 +5%
UBS Group
29
UBS Group
Switzerland
$19M +$3.28M +68,356 +21%
RWP
30
RWA Wealth Partners
Massachusetts
$18.6M +$726K +15,140 +4%
KeyBank National Association
31
KeyBank National Association
Ohio
$18.5M -$18.5M -386,239 -50%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$18M +$1.37M +28,669 +8%
SC
33
Savant Capital
Illinois
$17.5M +$1.87M +38,969 +12%
FWCM
34
Ferguson Wellman Capital Management
Oregon
$17.1M +$17.3M +360,183 New
Franklin Resources
35
Franklin Resources
California
$17.1M +$392K +8,180 +2%
Truist Financial
36
Truist Financial
North Carolina
$16.5M +$215K +4,494 +1%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$16M +$595K +12,408 +4%
Mariner
38
Mariner
Kansas
$15.9M +$2.64M +55,051 +20%
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$14.4M +$895K +18,667 +7%
AI
40
Accredited Investors
Minnesota
$13.7M +$1.81M +37,706 +15%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$13.5M +$863K +18,002 +7%
ZAM
42
Zevin Asset Management
Massachusetts
$13.2M +$450K +9,388 +3%
PAS
43
Park Avenue Securities
New York
$11.4M +$2.69M +56,110 +31%
FWI
44
Facet Wealth Inc
Maryland
$11.1M +$460K +9,601 +4%
MG
45
Mather Group
Illinois
$11M +$370K +7,728 +3%
Financial Engines Advisors
46
Financial Engines Advisors
California
$10.9M +$239K +4,981 +2%
WB
47
WesBanco Bank
West Virginia
$10.8M +$35.6K +743 +0.3%
AC
48
Apella Capital
Connecticut
$10.8M +$486K +10,139 +5%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$10.6M +$903K +18,840 +9%
JAA
50
Joel Adams & Associates
North Carolina
$10.6M +$113K +2,350 +1%
1
2
3 4 5

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.