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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
TPCW
176
TD Private Client Wealth
New York
$1.02M -$9.53K -203 -0.9%
ABWM
177
Alpine Bank Wealth Management
Colorado
$1.02M +$74.2K +1,579 +8%
Pictet Asset Management
178
Pictet Asset Management
Switzerland
$999K +$400K +8,506 +68%
NRI
179
NFP Retirement Inc
California
$993K -$47 -1 -0%
CA
180
Clearstead Advisors
Ohio
$978K
EWA
181
EverSource Wealth Advisors
Alabama
$964K +$38.9K +828 +4%
LIA
182
LifePlan Investment Advisors
North Carolina
$963K +$65K +1,383 +7%
TCOT
183
Trust Company of Toledo
Ohio
$961K +$949K +20,213 New
TF
184
Theory Financial
Colorado
$950K +$168K +3,574 +22%
SW
185
SoFi Wealth
California
$935K +$375K +7,979 +68%
RA
186
RFG Advisory
Alabama
$934K -$42.6K -906 -4%
SOAG
187
Silver Oak Advisory Group
Oregon
$914K +$218K +4,652 +32%
AG
188
AlTi Global
New York
$901K -$26.8K -570 -3%
EFG
189
Elios Financial Group
Ohio
$872K +$312K +6,645 +57%
MOS
190
MGO One Seven
Ohio
$838K +$20.7K +440 +3%
PA
191
Parallel Advisors
California
$822K +$132K +2,804 +19%
LRIA
192
Leonard Rickey Investment Advisors
Washington
$820K -$72.3K -1,540 -8%
CPRC
193
Consolidated Portfolio Review Corp
New York
$817K +$11.7K +250 +1%
GAM
194
Gould Asset Management
California
$814K +$939 +20 +0.1%
KL
195
KilterHowling LLC
Colorado
$813K +$2.68K +57 +0.3%
DC
196
Davenport & Co
Virginia
$812K -$24.9K -531 -3%
OPWM
197
Oregon Pacific Wealth Management
Oregon
$807K -$17.8K -380 -2%
AG
198
Ascent Group
Virginia
$804K +$11.4K +242 +1%
HFA
199
Highland Financial Advisors
New Jersey
$799K +$466K +9,915 +144%
ST
200
Spinnaker Trust
Maine
$780K +$30.2K +644 +4%

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.