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iShares USD Green Bond ETF

76 hedge funds and large institutions have $155M invested in iShares USD Green Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
34
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MWM
26
Mascoma Wealth Management
New Hampshire
$708K 14,834 -16,765 -53%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$681K 14,269 +2,719 +24%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$655K 13,724 -215 -2%
KAS
29
Kestra Advisory Services
Texas
$533K 11,154 +3,580 +47%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$458K 9,597 +9,597 New
OFG
31
Omega Financial Group
California
$439K 9,194 +4,400 +92%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$410K 8,575 +31 +0.4%
Wealthfront Advisers
33
Wealthfront Advisers
California
$399K 8,360 +1,055 +14%
CCM
34
Coldstream Capital Management
Washington
$395K 8,271 +900 +12%
BMD
35
Better Money Decisions
New Mexico
$362K 7,575 +7,575 New
AssetMark Inc
36
AssetMark Inc
California
$354K 7,410 +3,053 +70%
CPWMP
37
Cardinal Point Wealth Management Partners
California
$350K 7,325 +7,325 New
AIP
38
Ameritas Investment Partners
Nebraska
$313K 6,560 +434 +7%
KL
39
KilterHowling LLC
Colorado
$304K 6,374 -2,519 -28%
HHGA
40
Halbert Hargrove Global Advisors
California
$292K 6,120 +73 +1%
KPWS
41
Kestra Private Wealth Services
Texas
$289K 6,044 -70,765 -92%
LFASL
42
Lugano Financial Advisors SA (LFA)
Switzerland
$284K 5,959
MML Investors Services
43
MML Investors Services
Massachusetts
$271K 5,683 -1,452 -20%
SBL
44
Sargent Bickham Lagudis
Colorado
$253K 5,299 +2,574 +94%
TWM
45
Tanager Wealth Management
United Kingdom
$239K 5,000
CA
46
Clearstead Advisors
Ohio
$209K 4,369 -4 -0.1%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$204K 4,279 +175 +4%
PP
48
PrairieView Partners
Minnesota
$167K 3,504 +2,913 +493%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$165K 3,452 -9 -0.3%
AF
50
Advisornet Financial
Minnesota
$152K 3,189 +61 +2%