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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
HSBC Holdings
151
HSBC Holdings
United Kingdom
$1.44M -$1.98M -42,100 -58%
AAS
152
Avantax Advisory Services
Texas
$1.44M +$99.1K +2,110 +7%
RF
153
Rossby Financial
Florida
$1.37M +$712K +15,156 +112%
Focus Partners Wealth
154
Focus Partners Wealth
Massachusetts
$1.36M +$52.7K +1,121 +4%
HI
155
Harbour Investments
Wisconsin
$1.34M -$124K -2,640 -9%
G
156
GenTrust
Florida
$1.32M -$16.2K -345 -1%
SAI
157
Savvy Advisors Inc
New York
$1.3M +$749K +15,957 +140%
MFG
158
Merit Financial Group
Georgia
$1.29M +$378K +8,058 +42%
FEG
159
Fund Evaluation Group
Ohio
$1.26M +$1.25M +26,546 New
CWM
160
Cornerstone Wealth Management
Missouri
$1.17M +$41.3K +879 +4%
FWIA
161
Fort Washington Investment Advisors
Ohio
$1.16M -$1.22M -25,918 -51%
AL
162
Aspiriant LLC
California
$1.15M
VFA
163
Valeo Financial Advisors
Indiana
$1.14M -$55.6K -1,183 -5%
SCM
164
Stonehearth Capital Management
Massachusetts
$1.13M +$5.17K +110 +0.5%
MA
165
Mutual Advisors
Nebraska
$1.13M -$16.1K -342 -1%
FFA
166
Farther Finance Advisors
California
$1.12M +$75.5K +1,607 +7%
CPCM
167
Cardinal Point Capital Management
Ontario, Canada
$1.1M +$224K +4,770 +26%
AWM
168
Aprio Wealth Management
Georgia
$1.1M -$86.7K -1,847 -7%
CFG
169
Citizens Financial Group
Rhode Island
$1.07M -$19.6K -417 -2%
GWM
170
Grand Wealth Management
Michigan
$1.07M +$13.2K +280 +1%
PA
171
PFG Advisors
Arizona
$1.07M +$40.4K +860 +4%
P
172
&Partners
Tennessee
$1.06M +$43.9K +935 +4%
VHAM
173
Van Hulzen Asset Management
California
$1.04M -$5.07K -108 -0.5%
MWG
174
Martin Worley Group
Utah
$1.03M +$35.5K +756 +4%
SP
175
Symmetry Partners
Connecticut
$1.03M -$141 -3 -0%

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.