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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

94 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.33M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.39M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.32M
4
Betterment LLC
4
Betterment LLC
New York
$44M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M

Top Sellers

1
FF
1
Francis Financial
$7.53M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
BFG
3
Berger Financial Group
Minnesota
$1.11M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$249K
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
26
Walkner Condon Financial Advisors
Wisconsin
$933K +$72.6K +1,608 +8%
BBW
27
Blue Barn Wealth
Utah
$865K +$111K +2,449 +15%
DAS
28
Dynamic Advisor Solutions
Arizona
$854K +$22K +488 +3%
CCWA
29
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$812K +$31.8K +705 +4%
Ameriprise
30
Ameriprise
Minnesota
$792K -$30.3K -671 -4%
Franklin Resources
31
Franklin Resources
California
$772K +$7K +155 +0.9%
BMD
32
Better Money Decisions
New Mexico
$761K -$13.9K -307 -2%
OFG
33
Omega Financial Group
California
$698K -$38.9K -862 -5%
Vontobel Holding
34
Vontobel Holding
Switzerland
$695K +$22K +487 +3%
Lido Advisors
35
Lido Advisors
California
$694K +$322K +7,137 +87%
CFG
36
Carr Financial Group
Massachusetts
$658K – – –
Wealthfront Advisers
37
Wealthfront Advisers
California
$625K +$11.2K +248 +2%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$608K – – –
AWS
39
Atria Wealth Solutions
New York
$586K -$163K -3,603 -22%
RCS
40
Retirement Capital Strategies
California
$578K +$578K +12,799 New
AWM
41
Aprio Wealth Management
Georgia
$507K +$22.1K +489 +5%
PP
42
PrairieView Partners
Minnesota
$497K +$11.8K +262 +2%
TWM
43
Tanager Wealth Management
United Kingdom
$478K – – –
JFGLC
44
Johnson Financial Group LLC (Colorado)
Colorado
$475K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$462K +$149K +3,305 +48%
FWP
46
Falcon Wealth Planning
California
$447K +$44K +975 +11%
BC
47
Brio Consultants
California
$443K +$47K +1,042 +12%
Wealth Enhancement Advisory Services
48
Wealth Enhancement Advisory Services
Minnesota
$413K +$413K +9,141 New
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$358K +$225 +5 +0.1%
PI
50
PFG Investments
New York
$335K +$812 +18 +0.2%
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