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iShares USD Green Bond ETF

131 hedge funds and large institutions have $328M invested in iShares USD Green Bond ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Invera Wealth Advisors
Oregon
$1.2M
EFN
27
Equita Financial Network
Pennsylvania
$1.1M
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$1.09M
MWM
29
Modern Wealth Management
Kansas
$1.03M
NEI
30
Northwest & Ethical Investments
Ontario, Canada
$1.03M
ZAM
31
Zevin Asset Management
Massachusetts
$978K
FWP
32
Falcon Wealth Planning
California
$959K
MFPI
33
Midwest Financial Partners Investments
Minnesota
$902K
OFG
34
Omega Financial Group
California
$892K
HighTower Advisors
35
HighTower Advisors
Illinois
$890K
Bank Julius Baer & Co
36
Bank Julius Baer & Co
Switzerland
$888K
Osaic Holdings
37
Osaic Holdings
Arizona
$887K
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$852K
AFG
39
Atomi Financial Group
New York
$805K
Franklin Resources
40
Franklin Resources
California
$800K
DAS
41
Dynamic Advisor Solutions
Arizona
$799K
LW
42
Livet Wealth
Utah
$790K
SRB
43
Shotwell Rutter Baer
Michigan
$785K
Ameriprise
44
Ameriprise
Minnesota
$744K
PS
45
Principal Securities
Iowa
$708K
Jones Financial Companies
46
Jones Financial Companies
Missouri
$707K
TWM
47
Tanager Wealth Management
United Kingdom
$705K
CPCM
48
Cardinal Point Capital Management
Ontario, Canada
$657K
SC
49
Savant Capital
Illinois
$653K
XPN
50
XY Planning Network
Montana
$618K