We are live on ! Find out more
EAGG icon

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
FPCP
126
Fort Point Capital Partners
California
$1.96M +$13.8K +293 +0.7%
IWA
127
Invera Wealth Advisors
Oregon
$1.94M +$88.1K +1,875 +5%
LAMNM
128
Longview Asset Management (New Mexico)
New Mexico
$1.89M -$1.15M -24,441 -38%
PA
129
Planning Alternatives
Michigan
$1.88M -$176K -3,748 -9%
CI
130
CX Institutional
Indiana
$1.87M +$6.43K +137 +0.3%
PSA
131
Plum Street Advisors
Louisiana
$1.87M +$174K +3,704 +10%
BWL
132
Bogart Wealth LLC
Virginia
$1.86M -$74.7K -1,590 -4%
AIA
133
Ally Invest Advisors
North Carolina
$1.85M -$121K -2,573 -6%
PHIC
134
Pine Haven Investment Counsel
Massachusetts
$1.84M +$173K +3,685 +11%
TWP
135
Tempus Wealth Planning
California
$1.82M +$209K +4,453 +13%
ISFAN
136
Investor's Fiduciary Advisor Network
Washington
$1.79M -$63.8K -1,358 -3%
CWM
137
Congress Wealth Management
Massachusetts
$1.77M +$424K +9,032 +32%
PWM
138
Perigon Wealth Management
California
$1.74M +$5.78K +123 +0.3%
BCM
139
Brookstone Capital Management
Illinois
$1.73M -$70.2K -1,495 -4%
BAAM
140
Baker Avenue Asset Management
California
$1.59M -$118K -2,522 -7%
WWA
141
Wingate Wealth Advisors
Massachusetts
$1.58M -$187K -3,985 -11%
WFAG
142
Wescott Financial Advisory Group
Pennsylvania
$1.58M +$269K +5,722 +21%
BCWM
143
Bartlett & Co Wealth Management
Ohio
$1.58M
ODIJL
144
One Day In July LLC
Vermont
$1.58M -$1.97K -42 -0.1%
SA
145
Sanctuary Advisors
Indiana
$1.49M +$155K +3,302 +12%
SWG
146
Summit Wealth Group
Vermont
$1.48M -$21.5K -457 -1%
ASN
147
Advisory Services Network
Georgia
$1.47M +$26.3K +559 +2%
IWC
148
Integrated Wealth Concepts
Massachusetts
$1.47M +$385K +8,206 +36%
MGIA
149
Moneta Group Investment Advisors
Missouri
$1.45M -$73.7K -1,570 -5%
CWM
150
Cranbrook Wealth Management
Michigan
$1.45M

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.