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

iShares ESG Aware U.S. Aggregate Bond ETF logo
$47.02 +0.06 (+0.13%)
Closing price 07/18/2025 04:10 PM Eastern
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$47.02 0.00 (0.00%)
As of 07/18/2025 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)
57
Total
Institutional Inflows
(last 12 months)
$79.61M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$51.86M
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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
7/17/2025 Janney Montgomery Scott LLC63,893$3.04M0.0%+64.3%0.076%
7/17/2025 Alpine Bank Wealth Management21,526$1.02M0.2%+7.9%0.026%
7/17/2025 Fort Washington Investment Advisors Inc. OH24,416$1.16M0.0%-51.5%0.029%
7/11/2025 Mallini Complete Financial Planning LLC54,669$2.60M2.3%+30.0%0.065%
7/11/2025 Farther Finance Advisors LLC23,593$1.12M0.0%+7.3%0.028%
7/8/2025 Parallel Advisors LLC17,293$822K0.0%+19.4%0.021%
6/6/2025eCIO Inc.94,142$4.47M1.5%N/A0.117%
5/16/2025NewEdge Advisors LLC65,296$3.10M0.0%-22.5%0.081%
5/16/2025Integrated Wealth Concepts LLC22,740$1.08M0.0%+25.4%0.028%
5/15/2025Baird Financial Group Inc.314,862$14.95M0.0%-1.0%0.391%
5/14/2025Ameriprise Financial Inc.808,483$38.40M0.0%-10.5%1.003%
5/13/2025Gen Wealth Partners Inc747$35K0.0%N/A0.001%
5/13/2025EverSource Wealth Advisors LLC19,445$923K0.1%+29.4%0.024%
5/12/2025JPMorgan Chase & Co.7,428,739$352.72M0.0%+5.4%9.217%
5/9/2025Greykasell Wealth Strategies Inc.752$36K0.0%N/A0.001%
5/9/2025Wealthspire Advisors LLC617,527$29.32M0.2%+1.6%0.766%
5/7/2025Canopy Partners LLC6,140$292K0.1%-16.6%0.008%
5/7/2025Motco1,317$63K0.0%+149.4%0.002%
5/7/2025BlueStem Wealth Partners LLC10,264$487K0.1%+39.4%0.013%
5/6/2025ANB Bank15,984$759K0.3%+6.1%0.020%
5/2/2025Bear Mountain Capital Inc.62,667$2.98M1.2%-2.3%0.078%
5/2/2025 Graypoint LLC5,360$254K0.0%+5.4%0.007%
5/2/2025Invera Wealth Advisors LLC38,995$1.85M2.2%+7.4%0.048%
5/1/2025Gould Asset Management LLC CA17,104$812K0.2%+12.3%0.021%
4/30/2025Valeo 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%
4/29/2025Bank of New York Mellon Corp651,487$30.93M0.0%+16.0%0.808%
4/29/2025Olde Wealth Management LLC377,333$17.92M6.3%+2.0%0.468%
4/29/2025Strategic Blueprint LLC7,681$365K0.0%+11.8%0.010%
4/28/2025First Horizon Advisors Inc.4,783$227K0.0%+45.9%0.006%
4/28/2025Rossby Financial LCC13,589$642K0.3%N/A0.017%
4/25/2025Spinnaker Trust15,758$748K0.0%+8.5%0.020%
4/24/2025 Mallini Complete Financial Planning LLC42,045$2.00M1.9%-23.4%0.053%
4/24/2025Mascoma 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%
4/23/2025Golden State Wealth Management LLC5,301$252K0.0%N/A0.007%
4/22/2025Diversified Portfolios Inc.8,183$389K0.0%-8.1%0.010%
4/22/2025Cambridge 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%
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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%
4/9/2025ETF 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%
2/17/2025Fairview Capital Investment Management LLC6,725$312K0.0%+8.5%0.009%
2/17/2025Captrust Financial Advisors10,461$486K0.0%-8.9%0.014%
2/17/2025Baird Financial Group Inc.318,192$14.78M0.0%+0.6%0.412%
2/17/2025Ameriprise Financial Inc.903,284$41.94M0.0%-5.5%1.169%
2/14/2025Keyvantage Wealth LLC5,223$243K0.2%N/A0.007%
2/14/2025Integrated Wealth Concepts LLC18,132$842K0.0%-36.1%0.023%
2/14/2025Coppell Advisory Solutions LLC549$26K0.0%+88.0%0.001%
2/13/2025United Capital Financial Advisors LLC48,499$2.25M0.0%+8.4%0.063%
2/12/2025OLD Mission Capital LLC62,192$2.89M0.0%N/A0.080%
2/12/2025JPMorgan Chase & Co.7,046,458$327.24M0.0%-2.4%9.116%
2/12/2025Ariadne 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%
2/11/2025Financial Network Wealth Management LLC369,912$17.18M6.1%+6.5%0.479%
2/11/2025Atlantic 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%
2/10/2025Mascoma 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%
2/10/2025EverSource Wealth Advisors LLC15,027$698K0.0%+5.4%0.019%
2/5/2025BlueStem Wealth Partners LLC7,364$342K0.0%N/A0.010%
2/5/2025Motco528$25K0.0%N/A0.001%
2/5/2025Private Trust Co. NA2,647$123K0.0%-25.7%0.003%
2/5/2025Hilltop Partners LLC9,584$445K0.2%-3.1%0.012%
2/4/2025Bank of New York Mellon Corp561,454$26.07M0.0%+1.9%0.726%
2/4/2025Wealthspire Advisors LLC607,562$28.22M0.3%-47.1%0.786%
2/3/2025First Horizon Advisors Inc.3,278$152K0.0%+8.5%0.004%
2/3/2025Bear Mountain Capital Inc.64,134$2.98M1.2%+19.5%0.083%
2/3/2025Invera Wealth Advisors LLC36,299$1.69M1.7%+16.6%0.047%
1/30/2025Spinnaker Trust14,527$675K0.0%-4.2%0.019%
1/30/2025Bogart Wealth LLC40,673$1.89M0.1%+4.0%0.053%
1/29/2025Diversified Portfolios Inc.8,903$413K0.0%-27.8%0.012%
1/24/2025GPS Wealth Strategies Group LLC1,057$49K0.0%+27.8%0.001%
1/23/2025Manning & Napier Advisors LLC5,196$241K0.0%-11.0%0.007%
1/21/2025ETF 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%
1/13/2025Eastern 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%
12/26/2024JPMorgan Chase & Co.7,222,624$350.95M0.0%+8.3%9.344%
11/25/2024Wilmington Savings Fund Society FSB545$26K0.0%N/A0.001%
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11/15/2024Continuum Advisory LLC2,380$111K0.0%-24.4%0.003%
11/15/2024Integrated Wealth Concepts LLC28,369$1.38M0.0%+8.3%0.037%
11/14/2024Captrust Financial Advisors11,489$558K0.0%+3.3%0.015%
11/13/2024BNP Paribas Financial Markets1,709$83K0.0%+35.0%0.002%
11/12/2024Canopy Partners LLC7,361$358K0.2%N/A0.010%
11/8/2024First Horizon Advisors Inc.3,021$147K0.0%+55.3%0.004%
11/6/2024Diversified Portfolios Inc.12,328$599K0.1%-7.2%0.016%
11/6/2024Cable Hill Partners LLC6,172$300K0.0%-61.8%0.008%
11/5/2024Mascoma Wealth Management LLC164,385$7.99M2.0%+15.1%0.213%
10/31/2024Spinnaker Trust15,161$737K0.0%+7.3%0.020%
(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, 102 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 iShares ESG Aware U.S. Aggregate Bond ETF's institutional investors.

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

Of the 81 institutional investors that purchased iShares ESG Aware U.S. Aggregate Bond ETF's 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), Financial Network Wealth Management LLC ($96.68K), eCIO Inc. ($94.14K), Mallini Complete Financial Planning LLC ($67.50K), and Bear Mountain Capital Inc. ($64.76K).

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

Institutional investors have bought a total of 1,668,555 shares in the last 24 months. This purchase volume represents approximately $79.61M in transactions.

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

Of the 33 institutional investors that sold iShares ESG Aware U.S. Aggregate Bond ETF's 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), Fort Washington Investment Advisors Inc. OH ($60.33K), Bartlett & CO. Wealth Management LLC ($30.51K), Mascoma Wealth Management LLC ($21.26K), and UMB Bank n.a. ($20.86K).

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

Institutional investors have sold a total of 1,109,590 shares in the last 24 months. This volume of shares sold represents approximately $51.86M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 7/20/2025 by MarketBeat.com Staff
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