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iShares ESG Aware US Aggregate Bond ETF
EAGG

468 hedge funds and large institutions have $3.93B invested in iShares ESG Aware US Aggregate Bond ETF in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 278 increasing their positions, 93 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 93

193% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $3.68B → $3.93B (+$252M)

4% more funds holding

Funds holding: 448 → 468 (+20)

0.69% more ownership

Funds ownership: 83.22% → 83.91% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 → 11 (0)

Holders
468
Holders Change
+20
Holders Change %
+4.46%
% of All Funds
5.76%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
44
Increased
278
Reduced
93
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$132M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$41.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.4M
4
JP Morgan Chase
JP Morgan Chase
New York
+$36.6M
5
LPL Financial
LPL Financial
California
+$33M

Top Sellers

Rank Fund Capital Flow
1
SWM
SigFig Wealth Management
California
-$34.2M
2
KeyBank National Association
KeyBank National Association
Ohio
-$18.5M
3
M&T Bank
M&T Bank
New York
-$17.3M
4
CAL
Capital Advisors Ltd
Ohio
-$6.8M
5
Goldman Sachs
Goldman Sachs
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
101
RTD Financial Advisors
Pennsylvania
$3.2M +$6.57K +137 +0.2%
CWA
102
Crux Wealth Advisors
California
$3.19M +$27.6K +575 +0.9%
NCM
103
Neumann Capital Management
California
$3.18M +$114K +2,370 +4%
RCS
104
Retirement Capital Strategies
California
$3.09M +$80.4K +1,678 +3%
ABWM
105
Alpine Bank Wealth Management
Colorado
$3.04M +$282K +5,881 +10%
MCFP
106
Mallini Complete Financial Planning
Florida
$3.04M +$232K +4,850 +8%
SPIA
107
Steward Partners Investment Advisory
New York
$3.01M +$222K +4,637 +8%
Stifel Financial
108
Stifel Financial
Missouri
$3M +$171K +3,559 +6%
DAS
109
Dynamic Advisor Solutions
Arizona
$2.98M +$126K +2,632 +4%
RP
110
Riverwater Partners
Wisconsin
$2.95M +$2.98M +62,083 New
FG
111
Foster Group
Iowa
$2.95M +$87K +1,816 +3%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$2.94M +$32.9K +687 +1%
PSA
113
Plum Street Advisors
Louisiana
$2.9M +$7.72K +161 +0.3%
OFG
114
Omega Financial Group
California
$2.87M +$34.2K +714 +1%
SCA
115
Sensenig Capital Advisors
Pennsylvania
$2.79M -$382K -7,964 -12%
DE
116
Diversified Enterprises
Delaware
$2.69M +$203K +4,229 +8%
BRIA
117
Balanced Rock Investment Advisors
Massachusetts
$2.6M +$17.8K +372 +0.7%
EFM
118
Eley Financial Management
Vermont
$2.59M -$8.63K -180 -0.3%
Corient Private Wealth
119
Corient Private Wealth
Florida
$2.56M -$2.66M -55,490 -51%
MCWS
120
McKinley Carter Wealth Services
West Virginia
$2.53M -$344K -7,179 -12%
ICCON
121
Investment Counsel Company of Nevada
Nevada
$2.52M -$12.6K -263 -0.5%
FFA
122
Farther Finance Advisors
California
$2.52M +$164K +3,426 +7%
CFIA
123
Cantor Fitzgerald Investment Advisors
New York
$2.52M +$428K +8,929 +20%
MFG
124
Merit Financial Group
Georgia
$2.5M +$970K +20,242 +62%
PWM
125
Perigon Wealth Management
California
$2.5M +$274K +5,727 +12%
3 4
5
6 7

EAGG Hedge Fund Activity: Q1 2026 in Review

468 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q1 2026, worth a combined $3.93B — up 6.8% from $3.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new EAGG positions and 15 closed out — a net gain of 29 holders — while 278 added to existing stakes and 93 trimmed.

The largest buyer was Bank of America, adding an estimated $132M. The largest seller was SigFig Wealth Management, cutting an estimated $34.2M.

  • 468 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q1 2026, up from 448 in Q4 2025.
  • Funds reported $3.93B of iShares ESG Aware US Aggregate Bond ETF stock for Q1 2026, up 6.8% quarter-over-quarter.
  • 44 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q1 2026 and 15 closed out, a net change of +29 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q1 2026 was Bank of America, an estimated $132M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q1 2026 was SigFig Wealth Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q1 2026.