We are live on ! Find out more
EAGG icon

iShares ESG Aware US Aggregate Bond ETF

417 hedge funds and large institutions have $3.45B invested in iShares ESG Aware US Aggregate Bond ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 227 increasing their positions, 100 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 100

70% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 23

5% more capital invested

Capital invested by funds: $3.28B → $3.45B (+$175M)

1% more funds holding

Funds holding: 414417 (+3)

0.37% more ownership

Funds ownership: 82.1%82.48% (+0.37%)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $235K

Holders
417
Holders Change
+3
Holders Change %
+0.72%
% of All Funds
5.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
39
Increased
227
Reduced
100
Closed
23
Calls
Puts
$235K
Net Calls
-$235K
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$921M +$86.3M +1,814,298 +10%
JP Morgan Chase
2
JP Morgan Chase
New York
$385M +$15.8M +332,157 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$190M -$88.9M -1,869,866 -32%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$133M +$22.3M +468,567 +20%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$101M +$4.05M +85,090 +4%
LPL Financial
6
LPL Financial
California
$96.1M +$6.98M +146,842 +8%
Goldman Sachs
7
Goldman Sachs
New York
$78.9M +$1.66M +34,846 +2%
Northern Trust
8
Northern Trust
Illinois
$77.3M +$6.7M +140,834 +10%
Betterment LLC
9
Betterment LLC
New York
$73.2M +$4.51M +94,963 +7%
BlackRock
10
BlackRock
New York
$68.3M +$9.94M +209,116 +17%
Raymond James Financial
11
Raymond James Financial
Florida
$63.4M +$4.52M +95,018 +8%
KeyBank National Association
12
KeyBank National Association
Ohio
$43.3M +$4.28M +89,940 +11%
M&T Bank
13
M&T Bank
New York
$38.6M +$5.1M +107,264 +15%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
$37.9M -$2.38M -50,161 -6%
Ameriprise
15
Ameriprise
Minnesota
$35.9M -$1.97M -41,344 -5%
SWM
16
SigFig Wealth Management
California
$35.6M +$3.23M +67,953 +10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$34M +$1.35M +28,452 +4%
AA
18
Alesco Advisors
New York
$31.8M -$489K -10,276 -2%
WANY
19
Wealthspire Advisors (New York)
New York
$30.7M +$989K +20,805 +3%
SEI Investments
20
SEI Investments
Pennsylvania
$28.5M +$3.13M +65,741 +12%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$28.1M +$449K +9,435 +2%
Wells Fargo
22
Wells Fargo
California
$26.5M -$1.08M -22,740 -4%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$25.9M +$754K +15,849 +3%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$25.2M +$7.61M +160,116 +44%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$23.3M +$1.95M +41,106 +9%