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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

76 hedge funds and large institutions have $142M invested in iShares USD Green Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
+15
Holders Change %
+24.59%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
35
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$40.7M
2
Jane Street
2
Jane Street
New York
$12.3M
3
KL
3
KilterHowling LLC
Colorado
$6.59M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$5.15M
5
CAN
5
Cetera Advisor Networks
California
$3.43M

Top Sellers

1
WS
1
Wedbush Securities
California
$0
2
NWM
2
Nicola Wealth Management
British Columbia, Canada
$7.16M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.98M
5
SG Americas Securities
5
SG Americas Securities
New York
$1.42M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.05M 19,256 +1,411 +8%
FANJ
27
Financial Architects (New Jersey)
New Jersey
$1.02M 18,762 +234 +1%
BBW
28
Blue Barn Wealth
Utah
$848K 15,621 +1,161 +8%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$668K 12,304 +1,080 +10%
Stifel Financial
30
Stifel Financial
Missouri
$558K 10,293 +2,709 +36%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$500K 9,219 +1,252 +16%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$476K 8,770 -173 -2%
KAS
33
Kestra Advisory Services
Texas
$411K 7,574 +863 +13%
RCS
34
Retirement Capital Strategies
California
$407K 7,499 +7,499 New
CCM
35
Coldstream Capital Management
Washington
$390K 7,193 +7,193 New
Wealthfront Advisers
36
Wealthfront Advisers
California
$347K 6,397 +2,042 +47%
LFASL
37
Lugano Financial Advisors SA (LFA)
Switzerland
$323K 5,959 -4,041 -40%
LIG
38
Lokken Investment Group
Delaware
$300K 5,523 +124 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$283K 5,212 +5,212 New
EWS
40
Evergreen Wealth Solutions
Pennsylvania
$278K 5,130 +5,130 New
TWM
41
Tanager Wealth Management
United Kingdom
$271K 5,000 +5,000 New
VPIM
42
Vanguard Personalized Indexing Management
California
$268K 4,945 +165 +3%
AssetMark Inc
43
AssetMark Inc
California
$239K 4,407 – –
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K 4,368 – –
OFG
45
Omega Financial Group
California
$234K 4,304 +4,304 New
CA
46
Clearstead Advisors
Ohio
$217K 4,000 +4,000 New
COCM
47
Charter Oak Capital Management
New Hampshire
$211K 3,886 +1,492 +62%
MML Investors Services
48
MML Investors Services
Massachusetts
$210K 3,873 +3,873 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$188K 3,461 +3,461 New
MFA
50
McClarren Financial Advisors
Pennsylvania
$177K 3,260 +27 +0.8%
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