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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 %
OFG
101
Omega Financial Group
California
$2.88M -$212K -4,462 -7%
TC
102
Trilogy Capital
California
$2.79M +$40.3K +847 +1%
SPA
103
Sentinel Pension Advisors
Massachusetts
$2.78M +$28.8K +605 +1%
SPIA
104
Steward Partners Investment Advisory
New York
$2.75M +$69.1K +1,453 +3%
RCS
105
Retirement Capital Strategies
California
$2.68M +$516K +10,849 +24%
EWA
106
EP Wealth Advisors
California
$2.61M +$74.8K +1,573 +3%
Stifel Financial
107
Stifel Financial
Missouri
$2.61M +$59.5K +1,252 +2%
MCFP
108
Mallini Complete Financial Planning
Florida
$2.6M +$600K +12,624 +30%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$2.58M -$30.8K -647 -1%
NCM
110
Neumann Capital Management
California
$2.51M +$1.12M +23,480 +80%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$2.49M -$5.51M -115,989 -69%
EFM
112
Eley Financial Management
Vermont
$2.43M -$103K -2,171 -4%
MWM
113
Modera Wealth Management
New Jersey
$2.4M +$713 +15 +0%
ICCON
114
Investment Counsel Company of Nevada
Nevada
$2.34M +$23.1K +485 +1%
Corient Private Wealth
115
Corient Private Wealth
Florida
$2.29M +$38.4K +808 +2%
DE
116
Diversified Enterprises
Delaware
$2.28M +$860K +18,087 +60%
CFFP
117
Center for Financial Planning
Michigan
$2.25M +$39K +821 +2%
GI
118
Gradient Investments
Minnesota
$2.17M -$451K -9,487 -17%
BMD
119
Better Money Decisions
New Mexico
$2.14M +$82.4K +1,733 +4%
BWG
120
Beta Wealth Group
California
$2.13M +$2.13M +44,721 New
BFP
121
Brewster Financial Planning
New York
$2.06M -$8.32K -175 -0.4%
CFIA
122
Cantor Fitzgerald Investment Advisors
New York
$2.04M -$368K -7,747 -15%
AWM
123
Axxcess Wealth Management
California
$2M +$918K +19,304 +85%
FG
124
Foster Group
Iowa
$2M -$102K -2,136 -5%
GM
125
GeoWealth Management
Illinois
$1.96M +$495K +10,411 +34%
3 4
5
6 7