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

iShares ESG Aware U.S. Aggregate Bond ETF logo
$47.30 +0.08 (+0.17%)
As of 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)
58
Total
Institutional Inflows
(last 12 months)
$144.93M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$19.98M
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Skip Chart & View Institutional Buying and Selling Data

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
5/5/2026Bank 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%
5/1/2026 Mascoma Wealth Management LLC140,648$6.69M1.4%+5.0%0.142%
5/1/2026 Manning & Napier Advisors LLC3,802$181K0.0%-10.0%0.004%
4/30/2026 GreatBanc Trust CO5,090$242K0.2%N/A0.005%
4/28/2026 Bogart Wealth LLC33,463$1.59M0.1%-18.9%0.034%
4/23/2026 Spinnaker Trust20,138$958K0.1%+12.7%0.020%
4/22/2026 Janney 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%
2/11/2026 Janney Montgomery Scott LLC72,026$3.45M0.0%+6.2%0.076%
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%
2/10/2026 Spinnaker 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%
2/6/2026 Motco2,362$113K0.0%+11.2%0.002%
2/6/2026BlueStem Wealth Partners LLC5,521$264K0.0%-5.5%0.006%
2/6/2026VSM Wealth Advisory LLC692$33K0.0%+917.6%0.001%
2/5/2026Western Wealth Management LLC5,202$249K0.0%N/A0.005%
2/4/2026 Mascoma Wealth Management LLC133,944$6.41M1.4%+2.4%0.141%
2/4/2026Valeo Financial Advisors LLC24,727$1.18M0.0%+2.3%0.026%
2/3/2026 Manning & 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%
1/22/2026Bear Mountain Capital Inc.71,711$3.44M1.1%+6.5%0.078%
1/20/2026 eCIO 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%
1/15/2026 Alpine 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%
12/23/2025Triumph 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%
11/17/2025Triumph 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%
11/12/2025 eCIO 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%
11/12/2025Bear 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%
11/5/2025 Spinnaker 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%
11/3/2025Valeo 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%
10/29/2025 Root Financial Partners LLC2,906$140K0.0%N/A0.003%
10/28/2025Gould Asset Management LLC CA16,779$806K0.1%-2.0%0.019%
10/28/2025 Mascoma Wealth Management LLC130,823$6.28M1.4%-7.1%0.147%
10/27/2025 Manning & Napier Advisors LLC3,853$185K0.0%N/A0.004%
10/27/2025 TD Private Client Wealth LLC21,233$1.02M0.0%-1.4%0.024%
10/27/2025 Bogart Wealth LLC41,403$1.99M0.1%+6.0%0.047%
10/23/2025 CX Institutional40,478$1.94M0.1%+2.7%0.046%
10/22/2025 Motco2,124$102K0.0%+12.7%0.002%
10/22/2025 Alpine Bank Wealth Management30,646$1.47M0.2%+42.4%0.035%
10/21/2025ETF Portfolio Partners Inc.7,153$344K0.1%+6.3%0.008%
10/20/2025 Mallini Complete Financial Planning LLC54,293$2.61M2.1%-0.7%0.062%
10/16/2025 Trust Co. of Toledo NA OH26,531$1.27M0.1%+31.3%0.030%
10/14/2025 Farther Finance Advisors LLC38,150$1.83M0.0%+61.7%0.043%
10/10/2025 Sound Income Strategies LLC1,106$53K0.0%-35.1%0.001%
10/9/2025Bartlett & CO. Wealth Management LLC34,313$1.65M0.0%+3.1%0.039%
9/12/2025Valeo Financial Advisors LLC23,936$1.14M0.0%-4.7%0.028%
8/25/2025Hilltop Partners LLC11,512$547K0.2%-4.5%0.014%
8/15/2025Captrust Financial Advisors62,354$2.96M0.0%+4.5%0.074%
8/15/2025Ameriprise Financial Inc.789,400$37.53M0.0%-2.4%0.931%
8/14/2025NewEdge Advisors LLC77,690$3.69M0.0%+19.0%0.092%
8/13/2025Baird Financial Group Inc.319,146$15.17M0.0%+1.4%0.376%
8/13/2025EverSource Wealth Advisors LLC20,273$964K0.0%+4.3%0.024%


EAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAGG shares?

During the previous two years, 105 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.

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

Of the 86 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 ($72.30K).

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

Institutional investors have bought a total of 3,035,987 shares in the last 24 months. This purchase volume represents approximately $144.93M in transactions.

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

Of the 32 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: Ameriprise Financial Inc. ($155.23K), Bank of New York Mellon Corp ($91.76K), Fort Washington Investment Advisors Inc. OH ($37.72K), eCIO Inc. ($37.35K), NewEdge Advisors LLC ($18.96K), Captrust Financial Advisors ($18.77K), and Mascoma Wealth Management LLC ($12.30K).

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

Institutional investors have sold a total of 418,745 shares in the last 24 months. This volume of shares sold represents approximately $19.98M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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