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iShares ESG Aware US Aggregate Bond ETF
EAGG

448 hedge funds and large institutions have $3.68B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 236 increasing their positions, 93 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 93

142% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 26

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

7% more funds holding

Funds holding: 417 → 448 (+31)

6% more capital invested

Capital invested by funds: $3.45B → $3.68B (+$224M)

0.74% more ownership

Funds ownership: 82.48% → 83.22% (+0.74%)

Holders
448
Holders Change
+31
Holders Change %
+7.43%
% of All Funds
5.45%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.13%
New
63
Increased
236
Reduced
93
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$26.4M
2
Goldman Sachs
Goldman Sachs
New York
+$16M
3
ZAM
Zevin Asset Management
Massachusetts
+$12.9M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.5M
5
Raymond James Financial
Raymond James Financial
Florida
+$8.61M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$15.7M
2
GC
Garde Capital
Washington
-$9.27M
3
KeyBank National Association
KeyBank National Association
Ohio
-$5.99M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.41M
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
126
Farther Finance Advisors
California
$2.38M +$558K +11,615 +30%
GEM
127
Global Endowment Management
North Carolina
$2.38M +$80.8K +1,680 +4%
BFP
128
Brewster Financial Planning
New York
$2.33M +$256K +5,334 +12%
PWM
129
Perigon Wealth Management
California
$2.24M +$503K +10,459 +29%
PA
130
Planning Alternatives
Michigan
$2.24M +$246K +5,117 +12%
AL
131
Aspiriant LLC
California
$2.2M +$1.05M +21,809 +90%
GM
132
GeoWealth Management
Illinois
$2.2M +$155K +3,223 +8%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$2.2M +$1.39M +28,880 +169%
CFFP
134
Center for Financial Planning
Michigan
$2.17M +$62K +1,290 +3%
AIA
135
Ally Invest Advisors
North Carolina
$2.12M +$176K +3,670 +9%
CFIA
136
Cantor Fitzgerald Investment Advisors
New York
$2.11M -$73.2K -1,523 -3%
BWG
137
Beta Wealth Group
California
$2.1M +$5.63K +117 +0.3%
BCM
138
Brookstone Capital Management
Illinois
$2.07M +$161K +3,349 +8%
IWA
139
Invera Wealth Advisors
Oregon
$2.03M -$7.79K -162 -0.4%
FPCP
140
Fort Point Capital Partners
California
$2.02M +$26.3K +548 +1%
BAAM
141
Baker Avenue Asset Management
California
$2M +$290K +6,023 +17%
BWL
142
Bogart Wealth LLC
Virginia
$1.97M -$7.59K -158 -0.4%
PHIC
143
Pine Haven Investment Counsel
Massachusetts
$1.97M +$195K +4,050 +11%
MOS
144
MGO One Seven
Ohio
$1.97M +$1.27M +26,321 +178%
GI
145
Gradient Investments
Minnesota
$1.92M -$22.5K -468 -1%
FPFC
146
Financial Planning Fort Collins
Colorado
$1.92M +$1.93M +40,091 New
TWP
147
Tempus Wealth Planning
California
$1.91M +$39K +811 +2%
MGIA
148
Moneta Group Investment Advisors
Missouri
$1.91M +$257K +5,342 +15%
WWA
149
Wingate Wealth Advisors
Massachusetts
$1.84M +$24.3K +506 +1%
WFAG
150
Wescott Financial Advisory Group
Pennsylvania
$1.81M +$94.2K +1,960 +5%
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6
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