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iShares ESG Aware US Aggregate Bond ETF

414 hedge funds and large institutions have $3.28B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 199 increasing their positions, 132 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 132

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

3% more capital invested

Capital invested by funds: $3.17B → $3.28B (+$109M)

0% more funds holding

Funds holding: 412414 (+2)

1.65% less ownership

Funds ownership: 83.76%82.1% (-1.7%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
414
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
5.45%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.13%
New
37
Increased
199
Reduced
132
Closed
30
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$508K
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
101
Omega Financial Group
California
$2.88M -$210K -4,462 -7%
TC
102
Trilogy Capital
California
$2.79M +$39.8K +847 +1%
SPA
103
Sentinel Pension Advisors
Massachusetts
$2.78M +$28.4K +605 +1%
SPIA
104
Steward Partners Investment Advisory
New York
$2.75M +$68.2K +1,453 +3%
RCS
105
Retirement Capital Strategies
California
$2.68M +$510K +10,849 +24%
EWA
106
EP Wealth Advisors
California
$2.61M +$73.9K +1,573 +3%
Stifel Financial
107
Stifel Financial
Missouri
$2.61M +$58.8K +1,252 +2%
MCFP
108
Mallini Complete Financial Planning
Florida
$2.6M +$593K +12,624 +30%
MCWS
109
McKinley Carter Wealth Services
West Virginia
$2.58M -$30.4K -647 -1%
NCM
110
Neumann Capital Management
California
$2.51M +$1.1M +23,480 +80%
BRIA
111
Balanced Rock Investment Advisors
Massachusetts
$2.49M -$5.45M -115,989 -69%
EFM
112
Eley Financial Management
Vermont
$2.43M -$102K -2,171 -4%
MWM
113
Modera Wealth Management
New Jersey
$2.4M +$705 +15 +0%
ICCON
114
Investment Counsel Company of Nevada
Nevada
$2.34M +$22.8K +485 +1%
DE
115
Diversified Enterprises
Delaware
$2.28M +$850K +18,087 +60%
CFFP
116
Center for Financial Planning
Michigan
$2.25M +$38.6K +821 +2%
GI
117
Gradient Investments
Minnesota
$2.17M -$446K -9,487 -17%
BMD
118
Better Money Decisions
New Mexico
$2.14M +$81.4K +1,733 +4%
BWG
119
Beta Wealth Group
California
$2.13M +$2.1M +44,721 New
BFP
120
Brewster Financial Planning
New York
$2.06M -$8.22K -175 -0.4%
CFIA
121
Cantor Fitzgerald Investment Advisors
New York
$2.04M -$364K -7,747 -15%
Corient Private Wealth
122
Corient Private Wealth
Florida
$2.01M -$236K -5,021 -11%
AWM
123
Axxcess Wealth Management
California
$2M +$907K +19,304 +85%
FG
124
Foster Group
Iowa
$2M -$100K -2,136 -5%
GM
125
GeoWealth Management
Illinois
$1.96M +$489K +10,411 +34%

EAGG Hedge Fund Activity: Q2 2025 in Review

414 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares ESG Aware US Aggregate Bond ETF (EAGG) for Q2 2025, worth a combined $3.28B — up 3.4% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EAGG positions and 30 closed out — a net gain of 7 holders — while 199 added to existing stakes and 132 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $17.3M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $18.7M.

  • 414 institutional investors held iShares ESG Aware US Aggregate Bond ETF (EAGG) as of Q2 2025, up from 412 in Q1 2025.
  • Funds reported $3.28B of iShares ESG Aware US Aggregate Bond ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 37 funds opened new iShares ESG Aware US Aggregate Bond ETF positions in Q2 2025 and 30 closed out, a net change of +7 holders.
  • The largest iShares ESG Aware US Aggregate Bond ETF buyer in Q2 2025 was RWA Wealth Partners, an estimated $17.3M added.
  • The largest iShares ESG Aware US Aggregate Bond ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.