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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 -0.11 (-0.24%)
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)
56
Total
Institutional Inflows
(last 12 months)
$102.97M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$13.10M
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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%
6/8/2026 Farmers National Bank6,614$314K0.1%+6.5%0.007%
6/3/2026 Parallel Advisors LLC15,381$731K0.0%-17.0%0.016%
5/20/2026 FinArc Investments Inc.15,140$720K0.7%N/A0.015%
5/19/2026Financial Avengers Inc.727$35K0.0%N/A0.001%
5/19/2026 Arkadios Wealth Advisors4,327$206K0.0%N/A0.004%
5/18/2026 Gould Capital LLC2,842$135K0.1%+41.3%0.003%
5/18/2026 EverSource Wealth Advisors LLC23,269$1.11M0.0%+15.2%0.024%
5/8/2026 Atlantic Private Wealth LLC94,367$4.49M2.9%+14.4%0.095%
5/7/2026 Hollencrest Capital Management728$35K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC15,381$731K0.0%-17.0%0.016%
5/7/2026 ANB Bank21,132$1.01M0.4%+21.6%0.021%
5/6/2026 Bartlett & CO. Wealth Management LLC33,843$1.60M0.0%-1.4%0.034%
5/6/2026 Heartland Bank & Trust Co26,858$1.28M0.3%+45.4%0.027%
5/6/2026 Zhang Financial LLC7,523$358K0.0%+77.8%0.008%
5/6/2026 Cornerstone Planning Group LLC6,448$305K0.0%N/A0.007%
5/6/2026 Gould Asset Management LLC CA17,055$811K0.1%-4.2%0.017%
5/5/2026 Bank 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%
5/1/2026Manning & 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%
2/18/2026 NewEdge Advisors LLC89,222$4.27M0.0%+4.2%0.094%
2/17/2026 Advisory Services Network LLC30,266$1.45M0.0%-0.7%0.032%
2/17/2026 Captrust Financial Advisors61,155$2.93M0.0%-23.5%0.064%
2/17/2026 Gould Asset Management LLC CA17,809$852K0.2%+6.1%0.019%
2/16/2026 Okabena Investment Services Inc.7,743$371K0.1%N/A0.008%
2/16/2026 Arax Advisory Partners1,381$66K0.0%N/A0.001%
2/13/2026 ANB Bank17,376$831K0.3%+7.9%0.018%
2/13/2026 Integrated Wealth Concepts LLC23,379$1.12M0.0%-28.7%0.025%
2/12/2026 Rossby Financial LCC62,233$2.98M0.9%+50.2%0.065%
2/12/2026 Olde Wealth Management LLC438,835$21.00M6.5%+2.6%0.460%
2/12/2026 Zevin 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%
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2/11/2026 JPMorgan Chase & Co.8,156,611$390.29M0.0%+1.6%8.559%
2/11/2026 Parallel Advisors LLC18,542$887K0.0%+21.7%0.019%
2/10/2026 Bank 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%
2/10/2026 One Capital Management LLC6,385$306K0.0%+30.7%0.007%
2/10/2026 Hilltop 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%
2/9/2026 Fisher Asset Management LLC5,217$250K0.0%+14.5%0.005%
2/6/2026 EverSource Wealth Advisors LLC20,198$966K0.0%-4.0%0.021%
2/6/2026 Motco2,362$113K0.0%+11.2%0.002%
2/6/2026 BlueStem 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%
2/4/2026 Mascoma 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%
2/3/2026 FSB Premier Wealth Management Inc.6,931$332K0.1%+26.5%0.007%
2/3/2026 Heartland 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%
1/20/2026 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%
12/23/2025 Triumph Capital Management1,062$51K0.0%N/A0.001%
12/15/2025 Farmers National Bank6,041$290K0.1%+8.6%0.007%
12/9/2025 Painted Porch Advisors LLC14,705$706K0.3%-7.8%0.017%
11/19/2025 Captrust Financial Advisors79,925$3.84M0.0%+28.2%0.090%
11/17/2025 NewEdge Advisors LLC85,631$4.11M0.0%+10.2%0.096%
11/17/2025 Triumph Capital Management1,062$51K0.0%N/A0.001%
11/17/2025 Hilltop Partners LLC13,552$651K0.2%+17.7%0.015%
11/17/2025United Capital Financial Advisors LLC66,635$3.20M0.0%-2.9%0.075%
11/17/2025 Integrated 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%
11/14/2025 Olde Wealth Management LLC427,893$20.54M6.4%N/A0.482%
11/13/2025 Parallel Advisors LLC15,233$732K0.0%-11.9%0.017%
11/12/2025 Diversified Portfolios Inc.7,518$361K0.0%-3.6%0.008%
11/12/2025 eCIO Inc.171,213$8.22M3.1%+25.7%0.193%
11/12/2025 BlueStem Wealth Partners LLC5,845$281K0.0%-8.8%0.007%
11/12/2025 Fisher Asset Management LLC4,555$219K0.0%N/A0.005%
11/12/2025 Dunhill 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%
11/10/2025 Zhang Financial LLC4,231$203K0.0%N/A0.005%
11/10/2025 EverSource Wealth Advisors LLC21,040$1.01M0.0%+3.8%0.024%
11/10/2025 Rossby Financial LCC41,438$1.99M0.6%+44.2%0.047%
11/7/2025 JPMorgan Chase & Co.8,025,280$385.45M0.0%+4.3%9.037%
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11/5/2025 Spinnaker Trust17,500$841K0.0%+6.7%0.020%
11/3/2025 Atlantic 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%
10/31/2025 FSB Premier Wealth Management Inc.5,478$263K0.1%N/A0.006%
10/30/2025 RMG Wealth Management LLC3,733$179K0.0%+42.8%0.004%
10/29/2025 Root Financial Partners LLC2,906$140K0.0%N/A0.003%
10/28/2025 Gould 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%
10/27/2025Manning & Napier Advisors LLC3,853$185K0.0%N/A0.004%


EAGG Institutional Ownership - Frequently Asked Questions

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. ($390.29M), Bank of New York Mellon Corp ($39.15M), Ameriprise Financial Inc. ($35.86M), Wealthspire Advisors LLC ($29.42M), Olde Wealth Management LLC ($21.00M), Financial Network Wealth Management LLC ($17.18M), and Ferguson Wellman Capital Management Inc. ($17.13M).Learn more on iShares ESG Aware U.S. Aggregate Bond ETF's institutional investors.

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 ($335.55K), 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 2,152,591 shares in the last 24 months. This purchase volume represents approximately $102.97M in transactions.

Of the 28 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 273,816 shares in the last 24 months. This volume of shares sold represents approximately $13.10M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:EAGG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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