ISHARES ESG AWARE US AGGREGA (EAGG) Institutional Ownership Changes & 13F Activity
ISHARES ESG AWARE US AGGREGA (EAGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Bank Of America Corp, Ameriprise Financial Inc, Mercer Global Advisors Inc, and Envestnet Portfolio Solutions, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,007,861 | +22.9% | 5,411,309 | $256.55M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +216,823 | +25.7% | 1,061,035 | $50.30M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +48,225 | +97.8% | 97,542 | $4.62M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +4,494 | — | 4,494 | $213.06K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -8,914 | -16.6% | 44,860 | $2.13M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +419,514 | +11.0% | 4,247,541 | $201.38M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Buy | +1,840 | +11.6% | 17,745 | $841.29K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +599 | +12.0% | 5,570 | $264.08K | Q2 2026 | Aug 19, 2026 |
| Financial Avengers, Inc. | Buy | +91 | +12.5% | 818 | $38.80K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +29,190 | +14.5% | 230,813 | $10.94M | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +19,812 | +21.6% | 111,410 | $5.28M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -4,087 | -4.9% | 78,512 | $3.72M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +2,834 | +45.7% | 9,040 | $428.61K | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Sell | -920 | -1.7% | 53,828 | $2.55M | Q2 2026 | Aug 17, 2026 |
| Sanchez Levi Garrett | Sell | -768 | -7.9% | 8,904 | $422.15K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +824,663 | +3.7% | 23,292,198 | $1.10B | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +742,934 | — | 742,934 | $35.23M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +152,379 | +9.2% | 1,812,365 | $85.92M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +93,241 | +6.3% | 1,577,910 | $74.81M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +77,908 | +4.2% | 1,950,256 | $92.46M | Q2 2026 | Aug 14, 2026 |
| Sei Investments Co | Buy | +60,058 | +9.0% | 728,269 | $34.53M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +46,949 | +8.6% | 591,209 | $28.03M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +31,367 | +19.1% | 195,520 | $9.30M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +29,897 | +25.8% | 145,960 | $6.92M | Q2 2026 | Aug 14, 2026 |
| Destination Wealth Management | Buy | +27,705 | +6.1% | 482,719 | $22.89M | Q2 2026 | Aug 14, 2026 |
| Global Endowment Management, Lp | Buy | +25,350 | +37.1% | 93,604 | $4.44M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +25,093 | +7.5% | 361,452 | $17.15M | Q2 2026 | Aug 14, 2026 |
| Davis Wealth Advisors, Llc | Buy | +17,472 | +41.1% | 59,943 | $2.84M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +12,262 | +6.9% | 189,690 | $8.99M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +10,568 | +13.7% | 87,443 | $4.15M | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about EAGG activity
Which institutional owners are buying EAGG?
Institutional owners buying EAGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EAGG activity?
"Buy" means an investor increased their reported position in EAGG compared to the prior reporting period. This reflects growing exposure to ISHARES ESG AWARE US AGGREGA (EAGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EAGG increasing?
Institutional interest in EAGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.