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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

100 hedge funds and large institutions have $218M invested in iShares USD Green Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
36
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.3M
3
FF
3
Francis Financial
$9.82M
4
RSWA
4
Robinson Smith Wealth Advisors
Maine
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$7.96M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.37M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.5M
3
SA
3
Stewardship Advisors
Pennsylvania
$4.73M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.32M
5
BFG
5
Berger Financial Group
Minnesota
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
PWMG
26
Private Wealth Management Group
New Jersey
$1.07M 22,618 +22,618 New
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$1.04M 22,079 +1,400 +7%
ASN
28
Advisory Services Network
Georgia
$990K 20,961 -3,916 -16%
BBW
29
Blue Barn Wealth
Utah
$905K 19,160 -10 -0.1%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$897K 18,988 +991 +6%
BFG
31
Berger Financial Group
Minnesota
$818K 17,320 -7,318 -30%
Franklin Resources
32
Franklin Resources
California
$818K 17,320 +220 +1%
Ameriprise
33
Ameriprise
Minnesota
$785K 16,626 -934 -5%
DAS
34
Dynamic Advisor Solutions
Arizona
$784K 16,750 -2,177 -12%
Vontobel Holding
35
Vontobel Holding
Switzerland
$751K 15,905 +502 +3%
BMD
36
Better Money Decisions
New Mexico
$738K 15,633 -1,222 -7%
Wealthfront Advisers
37
Wealthfront Advisers
California
$712K 15,079 +1,226 +9%
CFG
38
Carr Financial Group
Massachusetts
$690K 14,616 – –
OFG
39
Omega Financial Group
California
$685K 14,501 -962 -6%
PSA
40
Plum Street Advisors
Louisiana
$677K 14,329 +14,329 New
SRB
41
Shotwell Rutter Baer
Michigan
$629K 13,326 +13,326 New
AWS
42
Atria Wealth Solutions
New York
$596K 12,614 -379 -3%
RCS
43
Retirement Capital Strategies
California
$595K 12,599 -200 -2%
BC
44
Brio Consultants
California
$575K 12,177 +2,359 +24%
JFGLC
45
Johnson Financial Group LLC (Colorado)
Colorado
$575K 12,177 +1,651 +16%
Lido Advisors
46
Lido Advisors
California
$562K 11,902 -3,466 -23%
AWM
47
Aprio Wealth Management
Georgia
$553K 11,713 +470 +4%
TWM
48
Tanager Wealth Management
United Kingdom
$500K 10,595 – –
CPCM
49
Cardinal Point Capital Management
Ontario, Canada
$491K 10,394 -3,085 -23%
PP
50
PrairieView Partners
Minnesota
$479K 10,132 -882 -8%
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