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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
APW
76
Atlantic Private Wealth
North Carolina
$4.01M +$845 +18 +0%
SAG
77
SageView Advisory Group
California
$3.98M +$444K +9,461 +13%
EH
78
Equitable Holdings
New York
$3.85M +$321K +6,837 +9%
Creative Planning
79
Creative Planning
Kansas
$3.76M -$142K -3,032 -4%
BDFN
80
Bond & Devick Financial Network
Minnesota
$3.74M +$109K +2,323 +3%
BPA
81
Beacon Pointe Advisors
California
$3.73M -$366K -7,788 -9%
NL
82
NEPC LLC
Massachusetts
$3.73M -$2.15M -45,835 -37%
NA
83
NewEdge Advisors
Louisiana
$3.69M +$582K +12,394 +19%
PA
84
Parkside Advisors
California
$3.65M -$62.5K -1,331 -2%
BC
85
Brio Consultants
California
$3.62M -$24.9K -530 -0.7%
SHJ
86
Sharkey, Howes & Javer
Colorado
$3.48M +$344K +7,317 +11%
DAS
87
Dynamic Advisor Solutions
Arizona
$3.45M -$338K -7,193 -9%
LRWA
88
Long Run Wealth Advisors
New York
$3.36M +$41.3K +879 +1%
UCFA
89
United Capital Financial Advisors
Texas
$3.26M +$111K +2,358 +4%
Citadel Advisors
90
Citadel Advisors
Florida
$3.24M +$3.2M +68,224 New
COCM
91
Charter Oak Capital Management
New Hampshire
$3.21M +$18K +383 +0.6%
JFA
92
JNBA Financial Advisors
Minnesota
$3.15M +$63.5K +1,353 +2%
RFA
93
RTD Financial Advisors
Pennsylvania
$3.13M -$1.09M -23,153 -26%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3.04M +$1.17M +24,998 +64%
CWA
95
Crux Wealth Advisors
California
$3.01M +$1.66M +35,359 +126%
BCI
96
Brinker Capital Investments
Pennsylvania
$2.99M -$29.5K -629 -1%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$2.96M +$125K +2,659 +4%
BMC
98
Bear Mountain Capital
Washington
$2.94M -$3.15K -67 -0.1%
WA
99
Wealth Architects
California
$2.92M +$505K +10,750 +21%
B
100
Barings
North Carolina
$2.9M

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.