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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

410 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
43
Increased
216
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$271M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
3
Betterment LLC
Betterment LLC
New York
$54.8M
4
GC
Garde Capital
Washington
$8.94M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$814M
2
BlackRock
BlackRock
New York
$73.1M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.56M
5
Ameriprise
Ameriprise
Minnesota
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRIA
51
Balanced Rock Investment Advisors
Massachusetts
$8M +$395K +8,310 +5%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.6M +$4.34M +91,429 +133%
Morgan Stanley
53
Morgan Stanley
New York
$7.21M -$4.22M -88,930 -37%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$6.86M +$607K +12,778 +10%
MWM
55
Mascoma Wealth Management
New Hampshire
$6.8M -$926K -19,501 -12%
HighTower Advisors
56
HighTower Advisors
Illinois
$6.73M -$127K -2,676 -2%
AWA
57
Alaska Wealth Advisors
Alaska
$6.03M -$36.3K -764 -0.6%
RSWM
58
Robertson Stephens Wealth Management
California
$5.97M +$625K +13,168 +12%
US Bancorp
59
US Bancorp
Minnesota
$5.96M +$1.12M +23,573 +23%
NL
60
NEPC LLC
Massachusetts
$5.9M -$1.27M -26,750 -18%
Wealthfront Advisers
61
Wealthfront Advisers
California
$5.82M -$802K -16,883 -12%
BFA
62
Bluestem Financial Advisors
Illinois
$5.8M +$124K +2,609 +2%
Pathstone Holdings
63
Pathstone Holdings
New Jersey
$5.8M +$5.58M +117,704 +2,639%
OWA
64
One Wealth Advisors
California
$5.68M +$618K +13,022 +12%
Jane Street
65
Jane Street
New York
$5.66M +$5.66M +119,157 New
WIA
66
World Investment Advisors
California
$5.41M -$3.5M -73,686 -39%
SHGA
67
Sand Hill Global Advisors
California
$5.21M +$365K +7,684 +8%
SA
68
Stewardship Advisors
Pennsylvania
$5.14M +$3.51M +73,998 +216%
AWS
69
Atria Wealth Solutions
New York
$4.97M +$1.36M +28,632 +38%
Jones Financial Companies
70
Jones Financial Companies
Missouri
$4.59M +$910K +19,210 +25%
Osaic Holdings
71
Osaic Holdings
Arizona
$4.56M -$5.13M -108,034 -53%
EI
72
eCIO Inc
Wisconsin
$4.47M +$4.47M +94,142 New
SRWM
73
Shira Ridge Wealth Management
California
$4.36M -$489K -10,297 -10%
RFA
74
RTD Financial Advisors
Pennsylvania
$4.23M +$1.27M +26,757 +43%
HGWM
75
Horst & Graben Wealth Management
Oregon
$4.19M +$1.17M +24,643 +39%
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