BGRN icon

iShares USD Green Bond ETF

47 hedge funds and large institutions have $61.7M invested in iShares USD Green Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
20
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$370K +$66.1K +1,176 +22%
Creative Planning
27
Creative Planning
Kansas
$370K +$370K +6,576 New
WS
28
Wedbush Securities
California
$357K -$19.7K -350 -5%
MWM
29
Mascoma Wealth Management
New Hampshire
$318K +$318K +5,656 New
VPIM
30
Vanguard Personalized Indexing Management
California
$269K +$31.1K +552 +13%
AssetMark Inc
31
AssetMark Inc
California
$204K
Baird Financial Group
32
Baird Financial Group
Wisconsin
$203K +$203K +3,609 New
MFA
33
McClarren Financial Advisors
Pennsylvania
$127K +$127K +2,269 New
NFG
34
Next Financial Group
Texas
$109K +$81.8K +1,457 +300%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$5.63K +100 +6%
SBL
36
Sargent Bickham Lagudis
Colorado
$88K
AIC
37
Archer Investment Corporation
Indiana
$69.7K +$69.7K +1,239 New
ST
38
Smithfield Trust
Pennsylvania
$52K
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$42K
IA
40
IFP Advisors
Florida
$36K +$326 +6 +0.9%
RFA
41
Reilly Financial Advisors
California
$26K
Wells Fargo
42
Wells Fargo
California
$18K +$17.9K +325 +32,500%
AIP
43
Ameritas Investment Partners
Nebraska
$14K +$14K +260 New
FP
44
Financial Perspectives
Minnesota
$13.6K +$56 +1 +0.4%
CYG
45
Clean Yield Group
Vermont
$5K +$5K +93 New
APA
46
American Portfolios Advisors
New York
$3.43K
BWA
47
Burt Wealth Advisors
Maryland
$2K
BCM
48
Brookstone Capital Management
Illinois
-$1.17M -21,083 Closed
RCS
49
Retirement Capital Strategies
California
-$549K -9,818 Closed
JWM
50
JFG Wealth Management
Colorado
-$173K -3,116 Closed