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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

61 hedge funds and large institutions have $112M invested in iShares USD Green Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$34.1M
2
Jane Street
2
Jane Street
New York
$5.77M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.09M
4
WS
4
Wedbush Securities
California
$3.94M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$8.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.04M
3
FTUS
3
Flow Traders U.S.
New York
$222K
4
LPL Financial
4
LPL Financial
California
$1.15M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFASL
26
Lugano Financial Advisors SA (LFA)
Switzerland
$549K 10,000 – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$491K 8,943 +8,943 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$437K 7,967 -3,054 -28%
Stifel Financial
29
Stifel Financial
Missouri
$416K 7,584 +214 +3%
CTC
30
Central Trust Company
Missouri
$369K 6,738 – –
KAS
31
Kestra Advisory Services
Texas
$368K 6,711 +6,711 New
DAS
32
Dynamic Advisor Solutions
Arizona
$367K 6,683 -2,340 -26%
LIG
33
Lokken Investment Group
Delaware
$296K 5,399 +5,399 New
VPIM
34
Vanguard Personalized Indexing Management
California
$262K 4,780 – –
AssetMark Inc
35
AssetMark Inc
California
$242K 4,407 – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K 4,368 – –
Wealthfront Advisers
37
Wealthfront Advisers
California
$239K 4,355 +4,355 New
OMC
38
Old Mission Capital
Illinois
$225K 4,107 – –
FTUS
39
Flow Traders U.S.
New York
$222K 4,039 -18,599 -82%
LWP
40
Laurel Wealth Planning
Minnesota
$210K 3,820 +3,820 New
NFG
41
Next Financial Group
Texas
$179K 3,257 – –
MFA
42
McClarren Financial Advisors
Pennsylvania
$177K 3,233 +692 +27%
COCM
43
Charter Oak Capital Management
New Hampshire
$131K 2,394 +1,627 +212%
SBL
44
Sargent Bickham Lagudis
Colorado
$108K 1,967 – –
CFA
45
Carroll Financial Associates
North Carolina
$92K 1,691 +480 +40%
IA
46
IFP Advisors
Florida
$58K 1,087 +382 +54%
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$56K 1,018 +193 +23%
ST
48
Smithfield Trust
Pennsylvania
$50K 920 – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$49K 901 +642 +248%
SWM
50
Spire Wealth Management
Virginia
$44K 810 +810 New
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