Who Owns iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+10 / -1
Price History
EAGG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Increased | +548K | +$941.1B |
| KEYBANK NATIONAL ASSOCIATION/OH | New Position | +776K | +$37.1B |
| SigFig Wealth Management, LLC | New Position | +753K | +$36.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +761K | +$36.0B |
| ALESCO ADVISORS LLC | New Position | +646K | +$30.9B |
| GOLDMAN SACHS GROUP INC | Increased | +333K | +$15.1B |
| FMR LLC | Increased | +17K | +$12.0B |
| Accredited Investors Inc. | New Position | +250K | +$12.0B |
| WESBANCO BANK INC | New Position | +227K | +$10.9B |
| Facet Wealth, Inc. | New Position | +223K | +$10.7B |
| Joel Adams & Associates, Inc. | New Position | +221K | +$10.6B |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | +198K | +$8.2B |
| RAYMOND JAMES FINANCIAL INC | Increased | +179K | +$6.6B |
| Wealthfront Advisers LLC | New Position | +129K | +$6.2B |
| JONES FINANCIAL COMPANIES LLLP | New Position | +133K | +$6.0B |
EAGG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Decreased | -2.1M | -$101.4B |
| M&T BANK CORP | Decreased | -792K | -$38.5B |
| Cetera Investment Advisers | Decreased | -6K | -$23.2B |
| RWA WEALTH PARTNERS, LLC | Decreased | -4K | -$18.2B |
| Garde Capital, Inc. | Closed Position | -193K | -$9.3B |
| Robertson Stephens Wealth Management, LLC | Decreased | -2K | -$5.8B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -19K | -$3.8B |
| Creative Planning | Decreased | -5K | -$3.8B |
| OSAIC HOLDINGS, INC. | Decreased | -22K | -$3.6B |
| Dynamic Advisor Solutions LLC | Decreased | -12K | -$3.5B |
| WELLS FARGO & COMPANY/MN | Decreased | -6K | -$2.5B |
| AMERIPRISE FINANCIAL INC | Decreased | -34K | -$1.9B |
| eCIO, Inc. | Decreased | -37K | -$1.8B |
| Integrated Wealth Concepts LLC | Decreased | -9K | -$1.6B |
| Advisory Services Network, LLC | Decreased | -212 | -$1.5B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 19,347,125 | $925.0B | 67.29% | Share |
| 2 | JPMORGAN CHASE & CO | 4,267,513 | $204.0B | 12.81% | Share |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 2,963,376 | $141.0B | 214.94% | Share |
| 4 | JPMORGAN CHASE & CO | 2,330,309 | $111.0B | 6.97% | Share |
| 5 | GOLDMAN SACHS GROUP INC | 1,905,675 | $91.0B | 11.22% | Share |
| 6 | NORTHERN TRUST CORP | 1,694,215 | $81.0B | 10.33% | Share |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,228,619 | $58.0B | 18.05% | Share |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | 776,192 | $37.1B | 133.02% | Share |
| 9 | SigFig Wealth Management, LLC | 752,813 | $36.0B | 1.07% | Share |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 760,766 | $36.0B | 47.99% | Share |
| 11 | JPMORGAN CHASE & CO | 720,463 | $34.0B | 2.13% | Share |
| 12 | AMERIPRISE FINANCIAL INC | 710,714 | $34.0B | 7.68% | Share |
| 13 | JPMORGAN CHASE & CO | 701,589 | $33.0B | 2.07% | Share |
| 14 | Wealthspire Advisors, LLC | 668,702 | $31.0B | 246.72% | Share |
| 15 | ALESCO ADVISORS LLC | 646,343 | $30.9B | 0.80% | Share |
| 16 | SEI INVESTMENTS CO | 638,782 | $30.0B | 29.61% | Share |
| 17 | Destination Wealth Management | 434,675 | $20.8B | 0.54% | Share |
| 18 | PNC FINANCIAL SERVICES GROUP, INC. | 437,956 | $20.0B | 10.92% | Share |
| 19 | Baird Financial Group, Inc. | 349,662 | $16.0B | 24.94% | Share |
| 20 | UBS Group AG | 330,380 | $15.8B | 2.56% | Share |
| 21 | FRANKLIN RESOURCES INC | 332,995 | $15.0B | 3.68% | Share |
| 22 | FMR LLC | 265,642 | $12.0B | 0.61% | Share |
| 23 | Accredited Investors Inc. | 249,800 | $12.0B | 0.63% | Share |
| 24 | BANK OF AMERICA CORP /DE/ | 235,153 | $11.0B | 0.80% | Share |
| 25 | Facet Wealth, Inc. | 223,408 | $10.7B | 189.43% | Share |
| 26 | Joel Adams & Associates, Inc. | 220,737 | $10.6B | 7.94% | Share |
| 27 | WESBANCO BANK INC | 217,714 | $10.4B | 0.29% | Share |
| 28 | WELLS FARGO & COMPANY/MN | 228,025 | $10.0B | 1.82% | Share |
| 29 | Sand Hill Global Advisors, LLC | 185,400 | $8.0B | 0.28% | Share |
| 30 | WELLS FARGO & COMPANY/MN | 150,171 | $7.0B | 1.27% | Share |
| 31 | WELLS FARGO & COMPANY/MN | 166,583 | $7.0B | 1.27% | Share |
| 32 | ROYAL BANK OF CANADA | 154,627 | $7.0B | 1.14% | Share |
| 33 | ASSETMARK, INC | 143,842 | $6.9B | 14.03% | Share |
| 34 | BLUESTEM FINANCIAL ADVISORS, LLC | 139,044 | $6.7B | 2.57% | Share |
| 35 | eCIO, Inc. | 133,860 | $6.4B | 2.98% | Share |
| 36 | Wealthfront Advisers LLC | 129,198 | $6.2B | 13.82% | Share |
| 37 | RAYMOND JAMES FINANCIAL INC | 137,806 | $6.0B | 1.87% | Share |
| 38 | JPMORGAN CHASE & CO | 129,991 | $6.0B | 0.38% | Share |
| 39 | RAYMOND JAMES FINANCIAL INC | 131,828 | $6.0B | 1.87% | Share |
| 40 | BANK OF AMERICA CORP /DE/ | 139,172 | $6.0B | 0.44% | Share |
| 41 | JONES FINANCIAL COMPANIES LLLP | 132,976 | $6.0B | 3.66% | Share |
| 42 | US BANCORP \DE\ | 117,548 | $5.6B | 6.59% | Share |
| 43 | PRINCIPAL FINANCIAL GROUP INC | 107,748 | $5.2B | 2.63% | Share |
| 44 | Wealth Architects, LLC | 103,438 | $4.9B | 0.45% | Share |
| 45 | Bond & Devick Financial Network, Inc. | 97,971 | $4.7B | 1.32% | Share |
| 46 | Stewardship Advisors, LLC | 90,294 | $4.3B | 1.00% | Share |
| 47 | Shira Ridge Wealth Management | 85,312 | $4.1B | 1.64% | Share |
| 48 | Horst & Graben Wealth Management LLC | 85,057 | $4.1B | 0.61% | Share |
| 49 | PNC FINANCIAL SERVICES GROUP, INC. | 95,380 | $4.0B | 2.18% | Share |
| 50 | OneDigital Investment Advisors LLC | 85,116 | $4.0B | 39.20% | Share |
EAGG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 443 | $2.4T | +210 |
| Q3 2025 | 233 | $1.5T | -148 |
| Q2 2025 | 381 | $2.5T | -26 |
| Q1 2025 | 407 | $2.5T | +73 |
| Q4 2024 | 334 | $38.3T | +76 |
| Q3 2024 | 258 | $349.8T | +5 |
| Q2 2024 | 253 | $262.9T | +4 |
| Q1 2024 | 249 | $235.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold EAGG (iShares ESG Aware U.S. Aggregate Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $925.0B in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own EAGG?
As of Q4 2025, 50 institutional investors report holding EAGG (iShares ESG Aware U.S. Aggregate Bond ETF) in their 13F filings.
Who is the largest institutional holder of EAGG?
The largest institutional holder of EAGG is BANK OF AMERICA CORP /DE/ with $925.0B in shares.
Is institutional ownership of EAGG increasing or decreasing?
This quarter, 10 institutions opened new positions in EAGG and 1 closed their positions.