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

iShares ESG Aware U.S. Aggregate Bond ETF logo
$46.67 +0.05 (+0.11%)
As of 07/24/2026 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)
60
Total
Institutional Inflows
(last 12 months)
$120.94M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$13.31M
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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
7/8/2026 Mallini Complete Financial Planning LLC64,694$3.07M2.2%+1.2%0.062%
7/2/2026 CX Institutional64,181$3.04M0.1%+24.2%0.062%
6/8/2026Farmers National Bank6,614$314K0.1%+6.5%0.007%
6/3/2026Parallel Advisors LLC15,381$731K0.0%-17.0%0.016%
5/20/2026FinArc Investments Inc.15,140$720K0.7%N/A0.015%
5/19/2026Financial Avengers Inc.727$35K0.0%N/A0.001%
5/19/2026Arkadios Wealth Advisors4,327$206K0.0%N/A0.004%
5/18/2026Gould Capital LLC2,842$135K0.1%+41.3%0.003%
5/18/2026EverSource Wealth Advisors LLC23,269$1.11M0.0%+15.2%0.024%
5/8/2026Atlantic Private Wealth LLC94,367$4.49M2.9%+14.4%0.095%
5/7/2026Hollencrest Capital Management728$35K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC15,381$731K0.0%-17.0%0.016%
5/7/2026ANB Bank21,132$1.01M0.4%+21.6%0.021%
5/6/2026Bartlett & CO. Wealth Management LLC33,843$1.60M0.0%-1.4%0.034%
5/6/2026Heartland Bank & Trust Co26,858$1.28M0.3%+45.4%0.027%
5/6/2026Zhang Financial LLC7,523$358K0.0%+77.8%0.008%
5/6/2026Cornerstone Planning Group LLC6,448$305K0.0%N/A0.007%
5/6/2026Gould Asset Management LLC CA17,055$811K0.1%-4.2%0.017%
5/5/2026Bank of New York Mellon Corp823,406$39.15M0.0%+33.7%0.833%
5/1/2026 Ferguson Wellman Capital Management Inc.360,183$17.13M0.2%N/A0.364%
5/1/2026Mascoma Wealth Management LLC140,648$6.69M1.4%+5.0%0.142%
5/1/2026Manning & Napier Advisors LLC3,802$181K0.0%-10.0%0.004%
4/30/2026GreatBanc Trust CO5,090$242K0.2%N/A0.005%
4/28/2026Bogart Wealth LLC33,463$1.59M0.1%-18.9%0.034%
4/23/2026Spinnaker Trust20,138$958K0.1%+12.7%0.020%
4/22/2026Janney Montgomery Scott LLC89,146$4.24M0.0%+23.8%0.090%
4/22/2026 Fort Washington Investment Advisors Inc. OH12,616$600K0.0%-48.3%0.013%
4/17/2026 AdvisorNet Financial Inc6,975$332K0.0%-4.6%0.007%
2/18/2026NewEdge Advisors LLC89,222$4.27M0.0%+4.2%0.094%
2/17/2026Advisory Services Network LLC30,266$1.45M0.0%-0.7%0.032%
2/17/2026Captrust Financial Advisors61,155$2.93M0.0%-23.5%0.064%
2/17/2026Gould Asset Management LLC CA17,809$852K0.2%+6.1%0.019%
2/16/2026Okabena Investment Services Inc.7,743$371K0.1%N/A0.008%
2/16/2026Arax Advisory Partners1,381$66K0.0%N/A0.001%
2/13/2026ANB Bank17,376$831K0.3%+7.9%0.018%
2/13/2026Integrated Wealth Concepts LLC23,379$1.12M0.0%-28.7%0.025%
2/12/2026Rossby Financial LCC62,233$2.98M0.9%+50.2%0.065%
2/12/2026Olde Wealth Management LLC438,835$21.00M6.5%+2.6%0.460%
2/12/2026Zevin Asset Management LLC269,254$12.88M1.7%N/A0.283%
2/11/2026Janney Montgomery Scott LLC72,026$3.45M0.0%+6.2%0.076%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
2/11/2026JPMorgan Chase & Co.8,156,611$390.29M0.0%+1.6%8.559%
2/11/2026Parallel Advisors LLC18,542$887K0.0%+21.7%0.019%
2/10/2026Bank of New York Mellon Corp616,055$29.48M0.0%-13.0%0.646%
2/10/2026Spinnaker Trust17,870$855K0.0%+2.1%0.019%
2/10/2026One Capital Management LLC6,385$306K0.0%+30.7%0.007%
2/10/2026Hilltop Partners LLC12,064$577K0.1%-11.0%0.013%
2/9/2026 Cary Street Partners Investment Advisory LLC4,091$196K0.1%N/A0.004%
2/9/2026 Cary Street Partners Financial LLC2,203$105K0.0%N/A0.002%
2/9/2026Fisher Asset Management LLC5,217$250K0.0%+14.5%0.005%
2/6/2026EverSource Wealth Advisors LLC20,198$966K0.0%-4.0%0.021%
2/6/2026Motco2,362$113K0.0%+11.2%0.002%
2/6/2026BlueStem Wealth Partners LLC5,521$264K0.0%-5.5%0.006%
2/6/2026 VSM Wealth Advisory LLC692$33K0.0%+917.6%0.001%
2/5/2026Western Wealth Management LLC5,202$249K0.0%N/A0.005%
2/4/2026Mascoma Wealth Management LLC133,944$6.41M1.4%+2.4%0.141%
2/4/2026 Valeo Financial Advisors LLC24,727$1.18M0.0%+2.3%0.026%
2/3/2026Manning & Napier Advisors LLC4,223$202K0.0%+9.6%0.004%
2/3/2026FSB Premier Wealth Management Inc.6,931$332K0.1%+26.5%0.007%
2/3/2026Heartland Bank & Trust Co18,466$884K0.4%N/A0.019%
1/30/2026 Strategic Blueprint LLC4,865$233K0.0%-17.9%0.005%
1/23/2026 Farther Finance Advisors LLC49,765$2.38M0.0%+30.4%0.054%
1/22/2026 Venturi Wealth Management LLC13,726$657K0.0%+3.9%0.015%
1/22/2026 Bear Mountain Capital Inc.71,711$3.44M1.1%+6.5%0.078%
1/20/2026eCIO Inc.133,860$6.41M3.0%-21.8%0.145%
1/20/2026 Trust Co. of Toledo NA OH24,570$1.18M0.1%-7.4%0.027%
1/15/2026Alpine Bank Wealth Management58,110$2.78M0.4%+89.6%0.063%
1/6/2026 Mallini Complete Financial Planning LLC59,092$2.83M2.3%+8.8%0.064%
12/23/2025 Triumph Capital Management1,062$51K0.0%N/A0.001%
12/15/2025Farmers National Bank6,041$290K0.1%+8.6%0.007%
12/9/2025Painted Porch Advisors LLC14,705$706K0.3%-7.8%0.017%
11/19/2025Captrust Financial Advisors79,925$3.84M0.0%+28.2%0.090%
11/17/2025NewEdge Advisors LLC85,631$4.11M0.0%+10.2%0.096%
11/17/2025 Triumph Capital Management1,062$51K0.0%N/A0.001%
11/17/2025Hilltop Partners LLC13,552$651K0.2%+17.7%0.015%
11/17/2025United Capital Financial Advisors LLC66,635$3.20M0.0%-2.9%0.075%
11/17/2025Integrated Wealth Concepts LLC32,774$1.57M0.0%+5.9%0.037%
11/17/2025Flow Traders U.S. LLC31,923$1.53M0.1%N/A0.036%
11/17/2025Ameriprise Financial Inc.748,056$35.86M0.0%-5.2%0.842%
11/14/2025Olde Wealth Management LLC427,893$20.54M6.4%N/A0.482%
11/13/2025Parallel Advisors LLC15,233$732K0.0%-11.9%0.017%
11/12/2025Diversified Portfolios Inc.7,518$361K0.0%-3.6%0.008%
11/12/2025eCIO Inc.171,213$8.22M3.1%+25.7%0.193%
11/12/2025BlueStem Wealth Partners LLC5,845$281K0.0%-8.8%0.007%
11/12/2025Fisher Asset Management LLC4,555$219K0.0%N/A0.005%
11/12/2025Dunhill Financial LLC1,847$89K0.0%-36.3%0.002%
11/12/2025 Bear Mountain Capital Inc.67,355$3.27M1.1%+7.6%0.076%
11/10/2025Zhang Financial LLC4,231$203K0.0%N/A0.005%
11/10/2025EverSource Wealth Advisors LLC21,040$1.01M0.0%+3.8%0.024%
11/10/2025Rossby Financial LCC41,438$1.99M0.6%+44.2%0.047%
11/7/2025JPMorgan Chase & Co.8,025,280$385.45M0.0%+4.3%9.037%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
11/5/2025Spinnaker Trust17,500$841K0.0%+6.7%0.020%
11/3/2025Atlantic Private Wealth LLC82,473$3.96M2.6%-2.1%0.093%
11/3/2025GPS Wealth Strategies Group LLC2,301$111K0.0%+51.2%0.003%
11/3/2025 Valeo Financial Advisors LLC24,163$1.16M0.0%+0.9%0.027%
10/31/2025FSB Premier Wealth Management Inc.5,478$263K0.1%N/A0.006%
10/30/2025RMG Wealth Management LLC3,733$179K0.0%+42.8%0.004%
10/29/2025Root Financial Partners LLC2,906$140K0.0%N/A0.003%
10/28/2025Gould Asset Management LLC CA16,779$806K0.1%-2.0%0.019%
10/28/2025Mascoma Wealth Management LLC130,823$6.28M1.4%-7.1%0.147%
10/27/2025Manning & Napier Advisors LLC3,853$185K0.0%N/A0.004%


EAGG Institutional Ownership - Frequently Asked Questions

During the previous two years, 103 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. ($390.29M), Bank of New York Mellon Corp ($39.15M), Ameriprise Financial Inc. ($35.86M), Wealthspire Advisors LLC ($29.42M), Private Ocean LLC ($26.15M), Olde Wealth Management LLC ($21.00M), and Financial Network Wealth Management LLC ($17.18M).Learn more on iShares ESG Aware U.S. Aggregate Bond ETF's institutional investors.

Of the 89 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. ($1.66M), Olde Wealth Management LLC ($446.26K), Ferguson Wellman Capital Management Inc. ($360.18K), Bank of New York Mellon Corp ($350.63K), Zevin Asset Management LLC ($269.25K), eCIO Inc. ($171.21K), and Mallini Complete Financial Planning LLC ($73.05K).

Institutional investors have bought a total of 2,530,693 shares in the last 24 months. This purchase volume represents approximately $120.94M in transactions.

Of the 29 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: Bank of New York Mellon Corp ($91.76K), Ameriprise Financial Inc. ($60.43K), eCIO Inc. ($37.35K), Captrust Financial Advisors ($18.77K), Fort Washington Investment Advisors Inc. OH ($11.80K), Mascoma Wealth Management LLC ($9.99K), and Integrated Wealth Concepts LLC ($9.40K).

Institutional investors have sold a total of 278,274 shares in the last 24 months. This volume of shares sold represents approximately $13.31M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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