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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
AF
26
Allworth Financial
California
$20.3M +$856K +18,217 +4%
DWM
27
Destination Wealth Management
California
$18.4M +$5.04M +107,407 +38%
RWP
28
RWA Wealth Partners
Massachusetts
$17.5M +$17.3M +368,471 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$17.4M +$15.1M +321,025 +720%
Franklin Resources
30
Franklin Resources
California
$16.1M +$14.1M +299,970 +784%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$15.2M +$201K +4,284 +1%
UBS Group
32
UBS Group
Switzerland
$14.6M +$152K +3,228 +1%
SC
33
Savant Capital
Illinois
$13.8M +$1.27M +27,131 +10%
Mariner
34
Mariner
Kansas
$12M +$646K +13,744 +6%
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$11.8M +$5.89M +125,345 +103%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11.7M +$1.19M +25,286 +11%
AI
37
Accredited Investors
Minnesota
$11.3M +$832K +17,710 +8%
Jane Street
38
Jane Street
New York
$11M +$5.3M +112,752 +95%
PAS
39
Park Avenue Securities
New York
$10.6M +$286K +6,098 +3%
WB
40
WesBanco Bank
West Virginia
$10.2M +$352K +7,491 +4%
MG
41
Mather Group
Illinois
$9.84M +$1.05M +22,273 +12%
JAA
42
Joel Adams & Associates
North Carolina
$9.62M +$12.4K +263 +0.1%
FWI
43
Facet Wealth Inc
Maryland
$9.34M +$251K +5,354 +3%
GC
44
Garde Capital
Washington
$9.21M +$261K +5,561 +3%
AC
45
Apella Capital
Connecticut
$9.21M +$172K +3,654 +2%
ACA
46
Affinity Capital Advisors
California
$9.15M +$180K +3,840 +2%
Financial Engines Advisors
47
Financial Engines Advisors
California
$9.02M -$1.01M -21,608 -10%
MMA
48
Miracle Mile Advisors
California
$9M +$8.89M +189,248 New
DL
49
DOHJ LLC
Washington
$8.98M -$456K -9,718 -5%
MML Investors Services
50
MML Investors Services
Massachusetts
$8.95M -$68.3K -1,454 -0.8%

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.