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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

410 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, 130 reducing their positions, and 28 closing their positions.

Holders
410
Holders Change
–
Holders Change %
0%
% 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
130
Closed
28
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$508K

Top Buyers

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

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$378K
2
BlackRock
2
BlackRock
New York
$57.7M
3
GEM
3
Global Endowment Management
North Carolina
$0
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.49M
5
Goldman Sachs
5
Goldman Sachs
New York
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
101
Omega Financial Group
California
$2.88M 60,510 -4,462 -7%
TC
102
Trilogy Capital
California
$2.79M 58,638 +847 +1%
SPA
103
Sentinel Pension Advisors
Massachusetts
$2.78M 58,569 +605 +1%
SPIA
104
Steward Partners Investment Advisory
New York
$2.75M 57,872 +1,453 +3%
RCS
105
Retirement Capital Strategies
California
$2.68M 56,276 +10,849 +24%
EWA
106
EP Wealth Advisors
California
$2.61M 54,923 +1,573 +3%
Stifel Financial
107
Stifel Financial
Missouri
$2.61M 54,922 +1,252 +2%
MCFP
108
Mallini Complete Financial Planning
Florida
$2.6M 54,669 +12,624 +30%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$2.58M 54,237 -647 -1%
NCM
110
Neumann Capital Management
California
$2.51M 52,725 +23,480 +80%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$2.49M 52,437 -115,989 -69%
EFM
112
Eley Financial Management
Vermont
$2.43M 51,208 -2,171 -4%
MWM
113
Modera Wealth Management
New Jersey
$2.4M 50,539 +15 +0%
ICCON
114
Investment Counsel Company of Nevada
Nevada
$2.34M 49,278 +485 +1%
Corient Private Wealth
115
Corient Private Wealth
Florida
$2.29M 48,098 +808 +2%
DE
116
Diversified Enterprises
Delaware
$2.28M 48,024 +18,087 +60%
CFFP
117
Center for Financial Planning
Michigan
$2.25M 47,399 +821 +2%
GI
118
Gradient Investments
Minnesota
$2.17M 45,577 -9,487 -17%
BMD
119
Better Money Decisions
New Mexico
$2.14M 44,950 +1,733 +4%
BWG
120
Beta Wealth Group
California
$2.13M 44,721 +44,721 New
BFP
121
Brewster Financial Planning
New York
$2.06M 43,300 -175 -0.4%
CFIA
122
Cantor Fitzgerald Investment Advisors
New York
$2.04M 42,922 -7,747 -15%
AWM
123
Axxcess Wealth Management
California
$2M 42,007 +19,304 +85%
FG
124
Foster Group
Iowa
$2M 41,990 -2,136 -5%
GM
125
GeoWealth Management
Illinois
$1.96M 41,243 +10,411 +34%
3 4
5
6 7