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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

58 hedge funds and large institutions have $88.7M invested in iShares USD Green Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$19.9M
2
BFG
2
Berger Financial Group
Minnesota
$5.16M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.18M
4
KPWS
4
Kestra Private Wealth Services
Texas
$2.88M
5
Jane Street
5
Jane Street
New York
$3.56M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.07M
2
OMC
2
Old Mission Capital
Illinois
$225K
3
DAS
3
Dynamic Advisor Solutions
Arizona
$1.23M
4
PP
4
Prudential plc
United Kingdom
$486K
5
AIC
5
Archer Investment Corporation
Indiana
$37.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
26
Central Trust Company
Missouri
$554K +$24.2K +444 +5%
LFASL
27
Lugano Financial Advisors SA (LFA)
Switzerland
$547K – – –
MWM
28
Mascoma Wealth Management
New Hampshire
$498K +$189K +3,460 +61%
PP
29
Prudential plc
United Kingdom
$486K -$48.1K -880 -9%
Stifel Financial
30
Stifel Financial
Missouri
$391K +$31K +568 +9%
EWF
31
Epstein & White Financial
California
$385K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$331K +$331K +6,070 New
FP
33
Financial Perspectives
Minnesota
$313K +$309K +16,863 +6,968%
VPIM
34
Vanguard Personalized Indexing Management
California
$261K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$243K +$243K +4,454 New
OMC
36
Old Mission Capital
Illinois
$225K -$193K -3,526 -46%
AssetMark Inc
37
AssetMark Inc
California
$216K +$17.9K +327 +9%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$216K +$18.8K +344 +10%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$200K +$200K +3,665 New
NFG
40
Next Financial Group
Texas
$158K +$52K +954 +49%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K +$38.3K +700 +39%
MFA
42
McClarren Financial Advisors
Pennsylvania
$124K +$55 +1 +0%
SBL
43
Sargent Bickham Lagudis
Colorado
$109K +$23.3K +424 +27%
AIC
44
Ameritas Investment Company
Nebraska
$54.3K +$54.3K +994 New
ST
45
Smithfield Trust
Pennsylvania
$50K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
AWC
47
Abundance Wealth Counselors
Pennsylvania
$41K +$41K +753 New
IA
48
IFP Advisors
Florida
$38K +$2.32K +43 +6%
AIC
49
Archer Investment Corporation
Indiana
$37.3K -$30.4K -557 -45%
HWMA
50
Heritage Wealth Management (Arizona)
Arizona
$37K +$37K +684 New
1
2
3