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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 42 funds opening new positions, 217 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+12
Holders Change %
+3.02%
% 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
42
Increased
217
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 %
RA
176
RFG Advisory
Alabama
$976K +$149K +3,130 +18%
FF
177
Friedenthal Financial
New Jersey
$963K +$24.5K +517 +3%
ABWM
178
Alpine Bank Wealth Management
Colorado
$947K +$947K +19,947 New
AG
179
AlTi Global
New York
$927K – – –
EWA
180
EverSource Wealth Advisors
Alabama
$923K +$210K +4,418 +29%
MFG
181
Merit Financial Group
Georgia
$901K +$901K +18,978 New
LIA
182
LifePlan Investment Advisors
North Carolina
$896K +$340K +7,160 +61%
FFN
183
Focus Financial Network
Minnesota
$888K +$285K +6,005 +47%
AWM
184
Ariadne Wealth Management
California
$884K +$27.2K +580 +3%
LRIA
185
Leonard Rickey Investment Advisors
Washington
$879K -$3.84K -82 -0.4%
CPCM
186
Cardinal Point Capital Management
Ontario, Canada
$873K +$15K +315 +2%
AWM
187
Ameliora Wealth Management
Switzerland
$855K – – –
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$848K +$327K +6,884 +63%
DC
189
Davenport & Co
Virginia
$836K +$8.02K +169 +1%
OPWM
190
Oregon Pacific Wealth Management
Oregon
$824K +$190K +4,004 +30%
MOS
191
MGO One Seven
Ohio
$816K +$218K +4,597 +37%
GAM
192
Gould Asset Management
California
$812K +$88.6K +1,867 +12%
CPRC
193
Consolidated Portfolio Review Corp
New York
$804K -$24K -505 -3%
KL
194
KilterHowling LLC
Colorado
$798K -$45.3K -968 -5%
AG
195
Ascent Group
Virginia
$791K +$420K +8,842 +113%
TF
196
Theory Financial
Colorado
$785K +$191K +4,022 +32%
RIS
197
Retirement Income Solutions
Michigan
$777K +$32.2K +707 +4%
NCTC
198
New Covenant Trust Company
Indiana
$776K – – –
WWA
199
WCG Wealth Advisors
Nevada
$776K -$33.6K -708 -4%
AB
200
ANB Bank
Colorado
$759K +$44K +926 +6%
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