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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.6M
2
Betterment LLC
2
Betterment LLC
New York
$43.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.54M
4
FF
4
Francis Financial
$9.04M
5
Jane Street
5
Jane Street
New York
$877K

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$23.3K
3
BFG
3
Berger Financial Group
Minnesota
$1.48M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.46M
5
FTUS
5
Flow Traders U.S.
New York
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$848K 18,231 +6,493 +55%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$805K 17,292 +135 +0.8%
BMD
28
Better Money Decisions
New Mexico
$799K 17,162 +3,918 +30%
Franklin Resources
29
Franklin Resources
California
$789K 16,945 +144 +0.9%
BBW
30
Blue Barn Wealth
Utah
$778K 16,721 -270 -2%
AWS
31
Atria Wealth Solutions
New York
$772K 16,596 +16,596 New
OFG
32
Omega Financial Group
California
$760K 16,325 -30 -0.2%
Vontobel Holding
33
Vontobel Holding
Switzerland
$694K 14,916 +2,088 +16%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$687K 14,753 -992 -6%
CFG
35
Carr Financial Group
Massachusetts
$680K 14,616 – –
HighTower Advisors
36
HighTower Advisors
Illinois
$675K 14,559 +411 +3%
Wealthfront Advisers
37
Wealthfront Advisers
California
$633K 13,605 +623 +5%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$627K 13,479 +120 +0.9%
FTUS
39
Flow Traders U.S.
New York
$539K 11,572 -4,991 -30%
AWM
40
Aprio Wealth Management
Georgia
$500K 10,754 +379 +4%
PP
41
PrairieView Partners
Minnesota
$500K 10,752 +536 +5%
TWM
42
Tanager Wealth Management
United Kingdom
$493K 10,595 +475 +5%
JFGLC
43
Johnson Financial Group LLC (Colorado)
Colorado
$490K 10,526 – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$490K 10,525 +10,525 New
FWP
45
Falcon Wealth Planning
California
$416K 8,930 +3,777 +73%
BC
46
Brio Consultants
California
$408K 8,776 +652 +8%
Lido Advisors
47
Lido Advisors
California
$383K 8,231 +3,151 +62%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$369K 7,935 -172 -2%
PI
49
PFG Investments
New York
$345K 7,407 +453 +7%
MML Investors Services
50
MML Investors Services
Massachusetts
$323K 6,943 +1,333 +24%
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