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iShares ESG Aware US Aggregate Bond ETF

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: 448468 (+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: 1111 (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
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
51
Sand Hill Global Advisors
California
$9.95M +$1.14M +23,864 +13%
BPA
52
Beacon Pointe Advisors
California
$9.59M +$3.78M +78,971 +64%
MML Investors Services
53
MML Investors Services
Massachusetts
$9.14M +$1.19M +24,779 +15%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.08M +$163K +3,400 +2%
ACA
55
Affinity Capital Advisors
California
$8.93M -$54.4K -1,136 -0.6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$8.44M +$803K +16,755 +10%
Morgan Stanley
57
Morgan Stanley
New York
$8.23M +$445K +9,287 +6%
AssetMark Inc
58
AssetMark Inc
California
$8.18M +$1.35M +28,147 +20%
Creative Planning
59
Creative Planning
Kansas
$8.11M +$4.61M +96,176 +129%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$7.75M +$1.49M +31,177 +23%
EI
61
eCIO Inc
Wisconsin
$7.2M +$837K +17,462 +13%
US Bancorp
62
US Bancorp
Minnesota
$6.81M -$71.3K -1,488 -1%
HighTower Advisors
63
HighTower Advisors
Illinois
$6.69M +$88.7K +1,850 +1%
MWM
64
Mascoma Wealth Management
New Hampshire
$6.69M +$321K +6,704 +5%
BFA
65
Bluestem Financial Advisors
Illinois
$6.6M -$13.4K -279 -0.2%
OWA
66
One Wealth Advisors
California
$6.54M +$866K +18,072 +15%
AIM
67
Archer Investment Management
Texas
$6.49M +$5.3M +110,634 +428%
RSWM
68
Robertson Stephens Wealth Management
California
$6.42M +$755K +15,757 +13%
NL
69
NEPC LLC
Massachusetts
$6.21M +$2.5M +52,235 +67%
RF
70
rebel Financial
Ohio
$6.2M +$62.2K +1,297 +1%
AWA
71
Alaska Wealth Advisors
Alaska
$6.15M +$11.4K +237 +0.2%
Wealthfront Advisers
72
Wealthfront Advisers
California
$6.14M -$7.57K -158 -0.1%
NA
73
NewEdge Advisors
Louisiana
$6.07M +$1.84M +38,490 +43%
AWM
74
Axxcess Wealth Management
California
$5.9M +$372K +7,772 +7%
Principal Financial Group
75
Principal Financial Group
Iowa
$5.85M +$733K +15,295 +14%

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.