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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
NCTC
201
New Covenant Trust Company
Indiana
$776K
APW
202
Austin Private Wealth
Texas
$775K +$94.3K +2,008 +14%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$769K -$334K -7,107 -31%
AB
204
ANB Bank
Colorado
$766K +$5.82K +124 +0.8%
FF
205
Friedenthal Financial
New Jersey
$763K -$199K -4,229 -21%
PPA
206
Painted Porch Advisors
California
$759K
AWM
207
Ariadne Wealth Management
California
$757K -$138K -2,944 -16%
AAM
208
Ameraudi Asset Management
New York
$756K
NCM
209
Novare Capital Management
North Carolina
$751K +$86.9K +1,850 +13%
ACA
210
Aptus Capital Advisors
Alabama
$744K +$2.54K +54 +0.3%
DADC
211
D.A. Davidson & Co
Montana
$737K
BBA
212
BLB&B Advisors
Pennsylvania
$719K +$1.46K +31 +0.2%
KAS
213
Kestra Advisory Services
Texas
$716K +$87.5K +1,862 +14%
CB
214
Commerce Bank
Missouri
$705K
UB
215
UMB Bank
Missouri
$689K -$141 -3 -0%
TC
216
Trust Company
Kansas
$688K -$3.38K -72 -0.5%
FWP
217
Falcon Wealth Planning
California
$686K +$157K +3,352 +30%
RIS
218
Retirement Income Solutions
Michigan
$686K -$124K -2,638 -15%
TWM
219
Tradition Wealth Management
Minnesota
$682K +$8.55K +182 +1%
WA
220
Wealthstream Advisors
New York
$660K -$3.48K -74 -0.5%
SYBT
221
Stock Yards Bank & Trust
Kentucky
$658K
CAL
222
Capital Analysts LLC
Pennsylvania
$654K +$69.1K +1,472 +12%
VWM
223
Venturi Wealth Management
Texas
$632K -$13.6K -290 -2%
Lido Advisors
224
Lido Advisors
California
$631K -$49K -1,044 -7%
FPAS
225
Focus Partners Advisor Solutions
Missouri
$610K +$5.31K +113 +0.9%

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.