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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

411 hedge funds and large institutions have $3.27B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 197 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
411
Holders Change
+1
Holders Change %
+0.24%
% of All Funds
5.51%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
36
Increased
197
Reduced
131
Closed
29
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

1
RWP
RWA Wealth Partners
Massachusetts
$17.5M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$17.4M
3
Franklin Resources
Franklin Resources
California
$16.1M
4
Betterment LLC
Betterment LLC
New York
$67.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$366M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$378K
2
BlackRock
BlackRock
New York
$57.7M
3
GEM
Global Endowment Management
North Carolina
$0
4
BRIA
Balanced Rock Investment Advisors
Massachusetts
$2.49M
5
Goldman Sachs
Goldman Sachs
New York
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
76
Atlantic Private Wealth
North Carolina
$4.01M +$856 +18 +0%
SAG
77
SageView Advisory Group
California
$3.98M +$446K +9,461 +13%
EH
78
Equitable Holdings
New York
$3.85M +$325K +6,837 +9%
Creative Planning
79
Creative Planning
Kansas
$3.76M -$144K -3,032 -4%
BDFN
80
Bond & Devick Financial Network
Minnesota
$3.74M +$110K +2,323 +3%
BPA
81
Beacon Pointe Advisors
California
$3.73M -$370K -7,788 -9%
NL
82
NEPC LLC
Massachusetts
$3.73M -$2.18M -45,835 -37%
NA
83
NewEdge Advisors
Louisiana
$3.69M +$589K +12,394 +19%
PA
84
Parkside Advisors
California
$3.65M -$63.3K -1,331 -2%
BC
85
Brio Consultants
California
$3.62M -$25.2K -530 -0.7%
SHJ
86
Sharkey, Howes & Javer
Colorado
$3.48M +$348K +7,317 +11%
DAS
87
Dynamic Advisor Solutions
Arizona
$3.45M -$342K -7,193 -9%
LRWA
88
Long Run Wealth Advisors
New York
$3.36M +$41.8K +879 +1%
UCFA
89
United Capital Financial Advisors
Texas
$3.26M +$112K +2,358 +4%
Citadel Advisors
90
Citadel Advisors
Florida
$3.24M +$3.24M +68,224 New
COCM
91
Charter Oak Capital Management
New Hampshire
$3.21M +$18.2K +383 +0.6%
JFA
92
JNBA Financial Advisors
Minnesota
$3.15M +$64.3K +1,353 +2%
RFA
93
RTD Financial Advisors
Pennsylvania
$3.13M -$1.1M -23,153 -26%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$3.04M +$1.19M +24,998 +64%
CWA
95
Crux Wealth Advisors
California
$3.01M +$1.68M +35,359 +126%
BCI
96
Brinker Capital Investments
Pennsylvania
$2.99M -$29.9K -629 -1%
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$2.96M +$126K +2,659 +4%
BMC
98
Bear Mountain Capital
Washington
$2.94M -$3.15K -67 -0.1%
WA
99
Wealth Architects
California
$2.92M +$511K +10,750 +21%
B
100
Barings
North Carolina
$2.9M – – –
2 3
4
5 6