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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

60 hedge funds and large institutions have $97.6M invested in iShares USD Green Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$7.29M
2
NWM
Nicola Wealth Management
British Columbia, Canada
+$3.56M
3
LPL Financial
LPL Financial
California
+$1.04M
4
KPWS
Kestra Private Wealth Services
Texas
+$1.01M
5
WS
Wedbush Securities
California
+$814K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.29M
2
BFG
Berger Financial Group
Minnesota
-$2.05M
3
AWP
Abacus Wealth Partners
California
-$1.81M
4
FP
Financial Perspectives
Minnesota
-$919K
5
DAS
Dynamic Advisor Solutions
Arizona
-$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$494K -$742K -13,558 -60%
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$491K +$491K +9,054 New
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$486K -$151K -2,751 -24%
Stifel Financial
29
Stifel Financial
Missouri
$404K +$11.9K +217 +3%
EWF
30
Epstein & White Financial
California
$385K – – –
CTC
31
Central Trust Company
Missouri
$368K -$186K -3,412 -34%
AWP
32
Abacus Wealth Partners
California
$268K -$1.81M -33,056 -87%
VPIM
33
Vanguard Personalized Indexing Management
California
$262K – – –
AssetMark Inc
34
AssetMark Inc
California
$241K +$24.9K +455 +12%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K +$101K +1,850 +73%
OMC
36
Old Mission Capital
Illinois
$225K – – –
JFGLC
37
Johnson Financial Group LLC (Colorado)
Colorado
$201K – – –
JWM
38
JFG Wealth Management
Colorado
$201K +$201K +3,668 New
NFG
39
Next Financial Group
Texas
$178K +$19.7K +361 +12%
MFA
40
McClarren Financial Advisors
Pennsylvania
$139K +$14.8K +271 +12%
SBL
41
Sargent Bickham Lagudis
Colorado
$108K -$1.1K -20 -1%
CFA
42
Carroll Financial Associates
North Carolina
$66K +$66K +1,211 New
ST
43
Smithfield Trust
Pennsylvania
$50K – – –
HWMA
44
Heritage Wealth Management (Arizona)
Arizona
$45K +$7.69K +141 +21%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
COCM
46
Charter Oak Capital Management
New Hampshire
$42K +$42K +767 New
IA
47
IFP Advisors
Florida
$38K – – –
AIC
48
Archer Investment Corporation
Indiana
$37.3K – – –
AIP
49
Ameritas Investment Partners
Nebraska
$34K +$2.97K +55 +10%
RFA
50
Reilly Financial Advisors
California
$25K – – –
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