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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.07M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.98M
4
LPL Financial
4
LPL Financial
California
$3.36M
5
Betterment LLC
5
Betterment LLC
New York
$42.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$553K
4
UBS Group
4
UBS Group
Switzerland
$2.67M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$780K +$780K +16,563 New
OFG
27
Omega Financial Group
California
$770K +$272K +5,775 +55%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$741K -$23.8K -506 -3%
DAS
29
Dynamic Advisor Solutions
Arizona
$703K +$415K +8,808 +144%
AssetMark Inc
30
AssetMark Inc
California
$702K +$386K +8,187 +122%
CFG
31
Carr Financial Group
Massachusetts
$688K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$667K +$64.4K +1,366 +11%
CPWMP
33
Cardinal Point Wealth Management Partners
California
$629K -$3.58K -76 -0.6%
CPCM
34
Cardinal Point Capital Management
Ontario, Canada
$629K -$3.58K -76 -0.6%
BMD
35
Better Money Decisions
New Mexico
$624K +$145K +3,083 +30%
Wealthfront Advisers
36
Wealthfront Advisers
California
$611K +$97.6K +2,073 +19%
Vontobel Holding
37
Vontobel Holding
Switzerland
$604K -$7.39K -157 -1%
Ameriprise
38
Ameriprise
Minnesota
$553K -$423K -8,987 -43%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$496K – – –
AWM
40
Aprio Wealth Management
Georgia
$489K -$128K -2,715 -21%
PP
41
PrairieView Partners
Minnesota
$481K -$33.3K -707 -6%
TWM
42
Tanager Wealth Management
United Kingdom
$477K – – –
BC
43
Brio Consultants
California
$383K +$5.89K +125 +2%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$382K +$140K +2,962 +58%
MWM
45
Mascoma Wealth Management
New Hampshire
$335K -$131K -2,768 -28%
PI
46
PFG Investments
New York
$327K +$327K +6,954 New
AIP
47
Ameritas Investment Partners
Nebraska
$306K +$2.54K +54 +0.8%
HHGA
48
Halbert Hargrove Global Advisors
California
$296K +$2.64K +56 +0.9%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$291K +$163K +3,460 +127%
KAS
50
Kestra Advisory Services
Texas
$286K -$9.7K -206 -3%
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