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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

76 hedge funds and large institutions have $127M invested in iShares USD Green Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$40.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.54M
3
SA
3
Stewardship Advisors
Pennsylvania
$4.85M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.15M
5
LPL Financial
5
LPL Financial
California
$2.18M

Top Sellers

1
KL
1
KilterHowling LLC
Colorado
$450K
2
UBS Group
2
UBS Group
Switzerland
$5.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
NWM
4
Nicola Wealth Management
British Columbia, Canada
$5.44M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$584K +$141K +2,780 +32%
HighTower Advisors
27
HighTower Advisors
Illinois
$570K +$306K +6,045 +116%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$555K +$555K +10,962 New
KL
29
KilterHowling LLC
Colorado
$450K -$5.69M -112,562 -93%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$432K -$34.1K -675 -7%
KAS
31
Kestra Advisory Services
Texas
$383K – – –
Stifel Financial
32
Stifel Financial
Missouri
$378K -$143K -2,818 -27%
CCM
33
Coldstream Capital Management
Washington
$373K +$9.01K +178 +2%
FTUS
34
Flow Traders U.S.
New York
$371K -$1.09M -21,456 -75%
Wealthfront Advisers
35
Wealthfront Advisers
California
$370K +$46K +908 +14%
MML Investors Services
36
MML Investors Services
Massachusetts
$361K +$165K +3,262 +84%
AIP
37
Ameritas Investment Partners
Nebraska
$309K +$251K +4,980 +435%
HHGA
38
Halbert Hargrove Global Advisors
California
$306K +$306K +6,047 New
LFASL
39
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
TWM
40
Tanager Wealth Management
United Kingdom
$253K – – –
VPIM
41
Vanguard Personalized Indexing Management
California
$249K -$1.11K -22 -0.4%
OFG
42
Omega Financial Group
California
$243K +$24.8K +490 +11%
AWM
43
Aries Wealth Management
Maine
$243K +$243K +4,794 New
CA
44
Clearstead Advisors
Ohio
$221K +$18.9K +373 +9%
AssetMark Inc
45
AssetMark Inc
California
$220K -$2.53K -50 -1%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$208K -$13.4K -264 -6%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$175K – – –
MFA
48
McClarren Financial Advisors
Pennsylvania
$164K -$101 -2 -0.1%
AF
49
Advisornet Financial
Minnesota
$158K +$158K +3,128 New
COCM
50
Charter Oak Capital Management
New Hampshire
$157K -$39.6K -782 -20%
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