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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
Bank of America
1
Bank of America
North Carolina
$825M +$9.75M +207,650 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$366M +$12.4M +264,384 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$277M +$5.65M +120,383 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$109M +$9.44M +201,045 +10%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$96.3M +$4.67M +99,534 +5%
LPL Financial
6
LPL Financial
California
$88.1M +$8.67M +184,611 +11%
Goldman Sachs
7
Goldman Sachs
New York
$76.5M -$4.99M -106,269 -6%
Northern Trust
8
Northern Trust
Illinois
$69.8M +$3.75M +79,811 +6%
Betterment LLC
9
Betterment LLC
New York
$67.9M +$12.8M +273,567 +24%
Raymond James Financial
10
Raymond James Financial
Florida
$58.2M +$1.03M +21,970 +2%
BlackRock
11
BlackRock
New York
$57.7M -$15.3M -325,106 -21%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$39.9M -$3.8M -80,849 -9%
KeyBank National Association
13
KeyBank National Association
Ohio
$38.5M +$2.17M +46,308 +6%
Ameriprise
14
Ameriprise
Minnesota
$37.5M -$896K -19,083 -2%
M&T Bank
15
M&T Bank
New York
$33.1M -$1.1M -23,450 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$32.3M +$1.31M +27,877 +4%
AA
17
Alesco Advisors
New York
$31.9M +$16.3K +346 +0.1%
SWM
18
SigFig Wealth Management
California
$31.9M +$1.06M +22,550 +3%
WANY
19
Wealthspire Advisors (New York)
New York
$29.4M +$64.8K +1,380 +0.2%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$27.4M +$1.67M +35,646 +7%
Wells Fargo
21
Wells Fargo
California
$27.3M +$1.33M +28,243 +5%
SEI Investments
22
SEI Investments
Pennsylvania
$25.1M +$6.06M +128,926 +32%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$24.7M +$1.88M +39,924 +8%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$23.9M +$5.76M +122,563 +32%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$21.1M +$778K +16,557 +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.