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

iShares ESG Aware U.S. Aggregate Bond ETF logo
$46.89 +0.09 (+0.19%)
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)
52
Total
Institutional Inflows
(last 12 months)
$49.48M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$42.69M
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EAGG Institutional Buying and Selling by Quarter

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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
4/15/2025CX 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%
2/17/2025Fairview 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%
2/11/2025TD 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%
2/10/2025Mallini 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%
1/21/2025 ETF Portfolio Partners Inc.7,250$337K0.1%+6.8%0.009%
1/17/2025Bartlett & CO. Wealth Management LLC34,381$1.60M0.0%-15.1%0.044%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

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1/17/2025Finley Financial LLC7,400$343K0.2%N/A0.010%
1/17/2025Fort 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%
1/10/2025Graypoint 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%
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%
10/29/2024Bear Mountain Capital Inc.53,671$2.57M1.0%+2.5%0.069%
10/29/2024Janney 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%
10/23/2024Bogart Wealth LLC39,098$1.90M0.1%+16.0%0.051%
10/22/2024Eastern Bank8,357$406K0.0%N/A0.011%
10/18/2024Bartlett & CO. Wealth Management LLC40,497$1.97M0.0%-36.5%0.052%
10/10/2024Valeo Financial Advisors LLC21,975$1.07M0.0%+3.8%0.028%
10/8/2024 Partnership Wealth Management LLC12,200$593K0.4%N/A0.016%
10/8/2024 Parkside Advisors LLC60,229$2.93M0.7%+0.9%0.078%
10/8/2024Sugarloaf Wealth Management LLC2,771$135K0.0%-8.2%0.004%
10/8/2024 ETF Portfolio Partners Inc.6,790$330K0.1%+12.4%0.009%
10/8/2024 Bangor Savings Bank7,077$344K0.0%-36.9%0.009%
8/14/2024EverSource Wealth Advisors LLC14,219$676K0.0%+3,168.7%0.018%
8/8/2024 Parallel Advisors LLC39,849$1.86M0.0%+19.7%0.052%
8/7/2024Invera Wealth Advisors LLC26,716$1.26M1.3%+20.6%0.035%
8/2/2024Mascoma Wealth Management LLC142,833$6.66M1.8%+17.0%0.185%
8/1/2024Hilltop Partners LLC7,503$350K0.1%N/A0.010%
7/31/2024 Farther Finance Advisors LLC8,371$387K0.0%+24.5%0.011%
7/31/2024Private Ocean LLC561,002$26.15M2.3%+2.1%0.726%
7/27/2024Strategic Blueprint LLC6,781$316K0.0%-10.7%0.009%
7/26/2024Cambridge Investment Research Advisors Inc.172,620$8.05M0.0%+10.0%0.223%
7/26/2024Bank of New York Mellon Corp512,965$23.91M0.0%+3.0%0.664%
7/25/2024Hills Bank & Trust Co6,013$280K0.0%+5.8%0.008%
7/23/2024Bear Mountain Capital Inc.52,356$2.47M1.0%+5.2%0.068%
7/23/2024Diversified Portfolios Inc.13,284$619K0.1%+3.4%0.017%
7/22/2024 Horizons Wealth Management2,944$139K0.1%-30.3%0.004%
7/20/2024First Horizon Advisors Inc.1,945$91K0.0%-15.9%0.003%
7/20/2024Continuum Advisory LLC3,148$147K0.0%+20.2%0.004%
7/16/2024GPS Wealth Strategies Group LLC817$38K0.0%N/A0.001%
7/16/2024ORG Partners LLC1,030$48K0.0%N/A0.001%
7/15/2024 ETF Portfolio Partners Inc.6,042$282K0.1%-58.7%0.008%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
7/11/2024Manning & Napier Advisors LLC9,415$439K0.0%N/A0.012%
7/11/2024Symmetry Partners LLC11,025$514K0.0%+4.9%0.014%
7/2/2024 First Hawaiian Bank10,770$502K0.0%-12.1%0.014%
7/2/2024Transcend Capital Advisors LLC5,047$235K0.0%-14.5%0.007%
5/30/2024Cambridge Trust Co.44,581$2.10M0.1%-16.6%0.058%
5/17/2024Comerica Bank4,027$190K0.0%-7.5%0.005%
5/15/2024Fairview Capital Investment Management LLC5,700$268K0.0%+28.1%0.007%
5/11/2024Covestor Ltd1,018$48K0.0%-24.1%0.001%
5/4/2024Gould Asset Management LLC CA9,877$465K0.1%+19.6%0.013%
5/1/2024Janney Montgomery Scott LLC32,724$1.54M0.0%+7.0%0.043%
(Data available from 1/1/2016 forward)

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EAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EAGG shares?

During the previous two years, 96 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. ($327.24M), Ameriprise Financial Inc. ($41.94M), Wealthspire Advisors LLC ($28.22M), Private Ocean LLC ($26.15M), Bank of New York Mellon Corp ($26.07M), Financial Network Wealth Management LLC ($17.18M), and Baird Financial Group Inc. ($14.78M).Learn more on EAGG's institutional investors.

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

Of the 77 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. ($3.49M), Bank of New York Mellon Corp ($389.52K), Ameriprise Financial Inc. ($249.72K), Cambridge Investment Research Advisors Inc. ($106.04K), Financial Network Wealth Management LLC ($96.68K), Mascoma Wealth Management LLC ($65.87K), 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 5,194,542 shares in the last 24 months. This purchase volume represents approximately $242.18M in transactions.

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

Of the 54 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), Private Ocean LLC ($61.30K), Cambridge Trust Co. ($55.76K), Ameriprise Financial Inc. ($52.79K), Cable Hill Partners LLC ($33.74K), and Bartlett & CO. Wealth Management LLC ($29.41K).

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

Institutional investors have sold a total of 1,130,894 shares in the last 24 months. This volume of shares sold represents approximately $52.85M in transactions.


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This page (NYSEARCA:EAGG) was last updated on 4/15/2025 by MarketBeat.com Staff
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