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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 %
G
151
GenTrust
Florida
$1.33M +$289K +6,085 +28%
CWA
152
Crux Wealth Advisors
California
$1.33M +$196K +4,128 +17%
WFAG
153
Wescott Financial Advisory Group
Pennsylvania
$1.31M +$101K +2,131 +8%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$1.31M -$253K -5,333 -16%
DAS
155
Diversify Advisory Services
Utah
$1.22M +$449K +9,467 +58%
VFA
156
Valeo Financial Advisors
Indiana
$1.19M +$149K +3,144 +14%
AWM
157
Aprio Wealth Management
Georgia
$1.18M +$43.8K +923 +4%
MA
158
Mutual Advisors
Nebraska
$1.15M -$369K -7,803 -24%
AL
159
Aspiriant LLC
California
$1.15M -$102K -2,154 -8%
CWM
160
Cornerstone Wealth Management
Missouri
$1.13M -$5.32K -112 -0.5%
SCM
161
Stonehearth Capital Management
Massachusetts
$1.13M -$60K -1,263 -5%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1.11M -$244K -5,135 -18%
CFG
163
Citizens Financial Group
Rhode Island
$1.09M +$209K +4,407 +24%
IWC
164
Integrated Wealth Concepts
Massachusetts
$1.08M +$219K +4,608 +25%
AWM
165
Axxcess Wealth Management
California
$1.08M -$22.8K -480 -2%
GWM
166
Grand Wealth Management
Michigan
$1.05M -$4.89K -103 -0.5%
FFA
167
Farther Finance Advisors
California
$1.04M +$553K +11,647 +113%
VHAM
168
Van Hulzen Asset Management
California
$1.04M +$665 +14 +0.1%
TPCW
169
TD Private Client Wealth
New York
$1.03M -$287K -6,046 -22%
SP
170
Symmetry Partners
Connecticut
$1.03M – – –
PA
171
PFG Advisors
Arizona
$1.02M +$1.71K +36 +0.2%
P
172
&Partners
Tennessee
$1.02M +$276K +5,720 +37%
MWG
173
Martin Worley Group
Utah
$995K +$995K +20,959 New
NRI
174
NFP Retirement Inc
California
$992K -$371K -7,821 -27%
CA
175
Clearstead Advisors
Ohio
$976K +$322K +6,772 +49%
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