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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$8.64M -$342K -7,277 -4%
Truist Financial
52
Truist Financial
North Carolina
$8.18M -$65.9K -1,404 -0.8%
WA
53
Westfuller Advisors
New York
$7.63M -$562K -11,970 -7%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.53M -$81.2K -1,729 -1%
Morgan Stanley
55
Morgan Stanley
New York
$7.13M -$88.5K -1,884 -1%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$7.08M +$209K +4,452 +3%
MWM
57
Mascoma Wealth Management
New Hampshire
$6.69M -$109K -2,313 -2%
BFA
58
Bluestem Financial Advisors
Illinois
$6.57M +$758K +16,143 +13%
EI
59
eCIO Inc
Wisconsin
$6.48M +$1.98M +42,090 +45%
US Bancorp
60
US Bancorp
Minnesota
$6.39M +$416K +8,855 +7%
RF
61
rebel Financial
Ohio
$6.21M +$6.14M +130,634 New
HighTower Advisors
62
HighTower Advisors
Illinois
$6.11M -$622K -13,250 -9%
AssetMark Inc
63
AssetMark Inc
California
$6.08M +$1.91M +40,750 +47%
Osaic Holdings
64
Osaic Holdings
Arizona
$6.03M +$1.45M +30,791 +32%
RSWM
65
Robertson Stephens Wealth Management
California
$5.98M -$4.79K -102 -0.1%
OWA
66
One Wealth Advisors
California
$5.79M +$99.3K +2,114 +2%
Wealthfront Advisers
67
Wealthfront Advisers
California
$5.66M -$166K -3,528 -3%
AWA
68
Alaska Wealth Advisors
Alaska
$5.44M -$586K -12,470 -10%
WIA
69
World Investment Advisors
California
$5.1M -$311K -6,613 -6%
SHGA
70
Sand Hill Global Advisors
California
$5.08M -$131K -2,794 -3%
Jones Financial Companies
71
Jones Financial Companies
Missouri
$5.05M +$460K +9,801 +10%
SA
72
Stewardship Advisors
Pennsylvania
$4.92M -$220K -4,684 -4%
OIA
73
OneDigital Investment Advisors
Kansas
$4.64M +$458K +9,761 +11%
HGWM
74
Horst & Graben Wealth Management
Oregon
$4.14M -$58.7K -1,250 -1%
SRWM
75
Shira Ridge Wealth Management
California
$4.07M -$288K -6,130 -7%

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.