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iShares ESG Aware US Aggregate Bond ETF
EAGG

Overview Fund Activity

410 hedge funds and large institutions have $3.17B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
5.57%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.15%
New
43
Increased
216
Reduced
107
Closed
21
Calls
$622K
Puts
$626K
Net Calls
-$4K
Net Calls Change
+$52K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$271M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
3
Betterment LLC
Betterment LLC
New York
$54.8M
4
GC
Garde Capital
Washington
$8.94M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$814M
2
BlackRock
BlackRock
New York
$73.1M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$4.56M
5
Ameriprise
Ameriprise
Minnesota
$38.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPA
101
Sentinel Pension Advisors
Massachusetts
$2.75M +$64.9K +1,366 +2%
TC
102
Trilogy Capital
California
$2.74M -$191K -4,025 -7%
SPIA
103
Steward Partners Investment Advisory
New York
$2.68M -$989K -20,832 -27%
GI
104
Gradient Investments
Minnesota
$2.61M -$199K -4,199 -7%
MCWS
105
McKinley Carter Wealth Services
West Virginia
$2.61M +$2.61M +54,884 New
Stifel Financial
106
Stifel Financial
Missouri
$2.55M +$178K +3,743 +7%
EWA
107
EP Wealth Advisors
California
$2.53M -$151K -3,175 -6%
EFM
108
Eley Financial Management
Vermont
$2.53M +$120K +2,537 +5%
CFIA
109
Cantor Fitzgerald Investment Advisors
New York
$2.41M -$422K -8,885 -15%
WA
110
Wealth Architects
California
$2.41M +$493K +10,390 +26%
MWM
111
Modera Wealth Management
New Jersey
$2.4M +$22.3K +470 +0.9%
FWIA
112
Fort Washington Investment Advisors
Ohio
$2.39M -$1.22M -25,790 -34%
ICCON
113
Investment Counsel Company of Nevada
Nevada
$2.32M +$14.7K +309 +0.6%
Corient Private Wealth
114
Corient Private Wealth
Florida
$2.25M -$298K -6,284 -12%
CFFP
115
Center for Financial Planning
Michigan
$2.21M +$102K +2,150 +5%
RCS
116
Retirement Capital Strategies
California
$2.16M +$1.6M +33,737 +289%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.12M +$598K +12,605 +39%
FG
118
Foster Group
Iowa
$2.1M +$20K +421 +1%
BFP
119
Brewster Financial Planning
New York
$2.06M +$25.6K +540 +1%
PA
120
Planning Alternatives
Michigan
$2.05M +$421K +8,869 +26%
BMD
121
Better Money Decisions
New Mexico
$2.05M +$167K +3,509 +9%
MCFP
122
Mallini Complete Financial Planning
Florida
$2M -$609K -12,832 -23%
AIA
123
Ally Invest Advisors
North Carolina
$1.97M -$67.9K -1,430 -3%
FPCP
124
Fort Point Capital Partners
California
$1.94M +$8.69K +183 +0.4%
BWL
125
Bogart Wealth LLC
Virginia
$1.93M -$997 -21 -0.1%
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5
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