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iShares ESG Aware U.S. Aggregate Bond ETF (EAGG) Institutional Ownership

iShares ESG Aware U.S. Aggregate Bond ETF logo
$46.41 -0.32 (-0.68%)
As of 05/21/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$73.64M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$51.57M
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EAGG Institutional Buying and Selling by Quarter

iShares ESG Aware U.S. Aggregate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC65,296$3.10M0.0%-22.5%0.081%
5/16/2025 Integrated Wealth Concepts LLC22,740$1.08M0.0%+25.4%0.028%
5/15/2025 Baird Financial Group Inc.314,862$14.95M0.0%-1.0%0.391%
5/14/2025 Ameriprise Financial Inc.808,483$38.40M0.0%-10.5%1.003%
5/13/2025 Gen Wealth Partners Inc747$35K0.0%N/A0.001%
5/13/2025 EverSource Wealth Advisors LLC19,445$923K0.1%+29.4%0.024%
5/12/2025 JPMorgan Chase & Co.7,428,739$352.72M0.0%+5.4%9.217%
5/9/2025 Greykasell Wealth Strategies Inc.752$36K0.0%N/A0.001%
5/9/2025 Wealthspire Advisors LLC617,527$29.32M0.2%+1.6%0.766%
5/7/2025 Canopy Partners LLC6,140$292K0.1%-16.6%0.008%
5/7/2025 Motco1,317$63K0.0%+149.4%0.002%
5/7/2025 BlueStem Wealth Partners LLC10,264$487K0.1%+39.4%0.013%
5/6/2025 ANB Bank15,984$759K0.3%+6.1%0.020%
5/2/2025 Bear Mountain Capital Inc.62,667$2.98M1.2%-2.3%0.078%
5/2/2025 Graypoint LLC5,360$254K0.0%+5.4%0.007%
5/2/2025 Invera Wealth Advisors LLC38,995$1.85M2.2%+7.4%0.048%
5/1/2025 Gould Asset Management LLC CA17,104$812K0.2%+12.3%0.021%
4/30/2025 Valeo Financial Advisors LLC25,119$1.19M0.0%+14.3%0.031%
4/29/2025 TD Private Client Wealth LLC21,746$1.03M0.0%-21.8%0.027%
4/29/2025 Bank of New York Mellon Corp651,487$30.93M0.0%+16.0%0.808%
4/29/2025 Olde Wealth Management LLC377,333$17.92M6.3%+2.0%0.468%
4/29/2025 Strategic Blueprint LLC7,681$365K0.0%+11.8%0.010%
4/28/2025 First Horizon Advisors Inc.4,783$227K0.0%+45.9%0.006%
4/28/2025 Rossby Financial LCC13,589$642K0.3%N/A0.017%
4/25/2025 Spinnaker Trust15,758$748K0.0%+8.5%0.020%
4/24/2025 Mallini Complete Financial Planning LLC42,045$2.00M1.9%-23.4%0.053%
4/24/2025 Mascoma Wealth Management LLC143,121$6.80M1.7%-12.0%0.179%
4/24/2025 Bartlett & CO. Wealth Management LLC33,281$1.58M0.0%-3.2%0.042%
4/23/2025 Alpine Bank Wealth Management19,947$947K0.2%N/A0.025%
4/23/2025 Golden State Wealth Management LLC5,301$252K0.0%N/A0.007%
4/22/2025 Diversified Portfolios Inc.8,183$389K0.0%-8.1%0.010%
4/22/2025 Cambridge Investment Research Advisors Inc.189,110$8.98M0.0%-7.0%0.236%
4/17/2025 Janney Montgomery Scott LLC38,895$1.85M0.0%+31.0%0.049%
4/16/2025 Fort Washington Investment Advisors Inc. OH50,334$2.39M0.0%-33.9%0.063%
4/15/2025 CX Institutional39,287$1.87M0.1%+117.9%0.049%
4/14/2025 Farther Finance Advisors LLC21,986$1.04M0.0%+112.7%0.027%
4/9/2025 ETF Portfolio Partners Inc.6,729$319K0.1%-7.2%0.008%
4/8/2025 Parallel Advisors LLC14,489$688K0.0%-19.2%0.018%
4/7/2025 GAMMA Investing LLC7,027$334K0.0%N/A0.009%
2/17/2025 Fairview Capital Investment Management LLC6,725$312K0.0%+8.5%0.009%
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2/17/2025 Captrust Financial Advisors10,461$486K0.0%-8.9%0.014%
2/17/2025 Baird Financial Group Inc.318,192$14.78M0.0%+0.6%0.412%
2/17/2025 Ameriprise Financial Inc.903,284$41.94M0.0%-5.5%1.169%
2/14/2025 Keyvantage Wealth LLC5,223$243K0.2%N/A0.007%
2/14/2025 Integrated Wealth Concepts LLC18,132$842K0.0%-36.1%0.023%
2/14/2025 Coppell Advisory Solutions LLC549$26K0.0%+88.0%0.001%
2/13/2025 United Capital Financial Advisors LLC48,499$2.25M0.0%+8.4%0.063%
2/12/2025 OLD Mission Capital LLC62,192$2.89M0.0%N/A0.080%
2/12/2025 JPMorgan Chase & Co.7,046,458$327.24M0.0%-2.4%9.116%
2/12/2025 Ariadne Wealth Management LP18,277$854K0.4%+28.0%0.024%
2/11/2025 TD Private Client Wealth LLC27,792$1.29M0.0%+4.2%0.036%
2/11/2025 Financial Network Wealth Management LLC369,912$17.18M6.1%+6.5%0.479%
2/11/2025 Atlantic Private Wealth LLC84,220$3.91M2.9%-6.2%0.109%
2/10/2025 Parallel Advisors LLC17,941$833K0.0%-5.2%0.023%
2/10/2025 Mallini Complete Financial Planning LLC54,877$2.55M2.4%N/A0.071%
2/10/2025 Mascoma Wealth Management LLC162,622$7.55M1.9%-1.1%0.210%
2/10/2025 Farther Finance Advisors LLC10,339$480K0.0%+3.1%0.013%
2/10/2025 EverSource Wealth Advisors LLC15,027$698K0.0%+5.4%0.019%
2/5/2025 BlueStem Wealth Partners LLC7,364$342K0.0%N/A0.010%
2/5/2025 Motco528$25K0.0%N/A0.001%
2/5/2025 Private Trust Co. NA2,647$123K0.0%-25.7%0.003%
2/5/2025 Hilltop Partners LLC9,584$445K0.2%-3.1%0.012%
2/4/2025 Bank of New York Mellon Corp561,454$26.07M0.0%+1.9%0.726%
2/4/2025 Wealthspire Advisors LLC607,562$28.22M0.3%-47.1%0.786%
2/3/2025 First Horizon Advisors Inc.3,278$152K0.0%+8.5%0.004%
2/3/2025 Bear Mountain Capital Inc.64,134$2.98M1.2%+19.5%0.083%
2/3/2025 Invera Wealth Advisors LLC36,299$1.69M1.7%+16.6%0.047%
1/30/2025 Spinnaker Trust14,527$675K0.0%-4.2%0.019%
1/30/2025 Bogart Wealth LLC40,673$1.89M0.1%+4.0%0.053%
1/29/2025 Diversified Portfolios Inc.8,903$413K0.0%-27.8%0.012%
1/24/2025 GPS Wealth Strategies Group LLC1,057$49K0.0%+27.8%0.001%
1/23/2025 Manning & Napier Advisors LLC5,196$241K0.0%-11.0%0.007%
1/21/2025 ETF Portfolio Partners Inc.7,250$337K0.1%+6.8%0.009%
1/17/2025 Bartlett & CO. Wealth Management LLC34,381$1.60M0.0%-15.1%0.044%
1/17/2025 Finley Financial LLC7,400$343K0.2%N/A0.010%
1/17/2025 Fort Washington Investment Advisors Inc. OH76,124$3.54M0.0%-10.2%0.098%
1/16/2025 UMB Bank n.a.14,500$673K0.0%-59.0%0.019%
1/13/2025 AdvisorNet Financial Inc6,547$304K0.0%-17.1%0.008%
1/13/2025 Eastern Bank3,989$185K0.0%-52.3%0.005%
1/10/2025 Graypoint LLC5,086$236K0.0%N/A0.007%
1/7/2025 Bangor Savings Bank7,843$364K0.0%+10.8%0.010%
12/26/2024 JPMorgan Chase & Co.7,222,624$350.95M0.0%+8.3%9.344%
11/25/2024 Wilmington Savings Fund Society FSB545$26K0.0%N/A0.001%
11/15/2024 Continuum Advisory LLC2,380$111K0.0%-24.4%0.003%
11/15/2024 Integrated Wealth Concepts LLC28,369$1.38M0.0%+8.3%0.037%
11/14/2024 Captrust Financial Advisors11,489$558K0.0%+3.3%0.015%
11/13/2024 BNP Paribas Financial Markets1,709$83K0.0%+35.0%0.002%
11/12/2024 Canopy Partners LLC7,361$358K0.2%N/A0.010%
11/8/2024 First Horizon Advisors Inc.3,021$147K0.0%+55.3%0.004%
11/6/2024 Diversified Portfolios Inc.12,328$599K0.1%-7.2%0.016%
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11/6/2024 Cable Hill Partners LLC6,172$300K0.0%-61.8%0.008%
11/5/2024 Mascoma Wealth Management LLC164,385$7.99M2.0%+15.1%0.213%
10/31/2024 Spinnaker Trust15,161$737K0.0%+7.3%0.020%
10/29/2024 Bear Mountain Capital Inc.53,671$2.57M1.0%+2.5%0.069%
10/29/2024 Janney Montgomery Scott LLC29,616$1.44M0.0%-1.5%0.038%
10/29/2024 Farther Finance Advisors LLC10,030$487K0.0%+19.8%0.013%
10/23/2024 Bogart Wealth LLC39,098$1.90M0.1%+16.0%0.051%
10/22/2024 Eastern Bank8,357$406K0.0%N/A0.011%
10/18/2024 Bartlett & CO. Wealth Management LLC40,497$1.97M0.0%-36.5%0.052%
10/10/2024 Valeo Financial Advisors LLC21,975$1.07M0.0%+3.8%0.028%
(Data available from 1/1/2016 forward)

EAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAGG shares?

During the previous two years, 101 institutional investors and hedge funds held shares of iShares ESG Aware U.S. Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($352.72M), Ameriprise Financial Inc. ($38.40M), Bank of New York Mellon Corp ($30.93M), Wealthspire Advisors LLC ($29.32M), Private Ocean LLC ($26.15M), Olde Wealth Management LLC ($17.92M), and Financial Network Wealth Management LLC ($17.18M).Learn more on EAGG's institutional investors.

Which institutional investors have been buying iShares ESG Aware U.S. Aggregate Bond ETF stock?

Of the 81 institutional investors that purchased iShares ESG Aware U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($3.87M), Bank of New York Mellon Corp ($479.55K), Ameriprise Financial Inc. ($249.72K), Cambridge Investment Research Advisors Inc. ($103.91K), Financial Network Wealth Management LLC ($96.68K), Bear Mountain Capital Inc. ($64.76K), and OLD Mission Capital LLC ($62.19K).

How much institutional buying is happening at iShares ESG Aware U.S. Aggregate Bond ETF?

Institutional investors have bought a total of 5,625,150 shares in the last 24 months. This purchase volume represents approximately $262.55M in transactions.

Which iShares ESG Aware U.S. Aggregate Bond ETF major shareholders have been selling company stock?

Of the 58 institutional investors that sold iShares ESG Aware U.S. Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealthspire Advisors LLC ($541.92K), JPMorgan Chase & Co. ($176.17K), Ameriprise Financial Inc. ($147.59K), Private Ocean LLC ($61.30K), Fort Washington Investment Advisors Inc. OH ($34.42K), Cable Hill Partners LLC ($33.74K), and Bartlett & CO. Wealth Management LLC ($30.51K).

How much institutional selling is happening at iShares ESG Aware U.S. Aggregate Bond ETF?

Institutional investors have sold a total of 1,278,314 shares in the last 24 months. This volume of shares sold represents approximately $59.82M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 5/22/2025 by MarketBeat.com Staff
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