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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

107 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
46
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$4.32M
2
FF
2
Francis Financial
$13.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Betterment LLC
5
Betterment LLC
New York
$49.5M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
SRB
2
Shotwell Rutter Baer
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$3.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$972K
5
RCS
5
Retirement Capital Strategies
California
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.03M 21,870 +21,870 New
ASN
27
Advisory Services Network
Georgia
$1.01M 21,532 +571 +3%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$988K 21,076 -1,003 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$972K 20,731 -7,242 -26%
BBW
30
Blue Barn Wealth
Utah
$896K 19,118 -42 -0.2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$885K 18,878 -110 -0.6%
Franklin Resources
32
Franklin Resources
California
$817K 17,430 +110 +0.6%
BFG
33
Berger Financial Group
Minnesota
$815K 17,385 +65 +0.4%
Vontobel Holding
34
Vontobel Holding
Switzerland
$799K 17,039 +1,134 +7%
Ameriprise
35
Ameriprise
Minnesota
$790K 16,723 +97 +0.6%
Lido Advisors
36
Lido Advisors
California
$784K 16,711 +4,809 +40%
DAS
37
Dynamic Advisor Solutions
Arizona
$781K 16,656 -94 -0.6%
Wealthfront Advisers
38
Wealthfront Advisers
California
$757K 16,138 +1,059 +7%
OFG
39
Omega Financial Group
California
$746K 15,908 +1,407 +10%
PSA
40
Plum Street Advisors
Louisiana
$704K 14,570 +241 +2%
BMD
41
Better Money Decisions
New Mexico
$702K 14,974 -659 -4%
CFG
42
Carr Financial Group
Massachusetts
$685K 14,616 – –
KPWS
43
Kestra Private Wealth Services
Texas
$628K 13,389 +6,011 +81%
AWS
44
Atria Wealth Solutions
New York
$597K 12,741 +127 +1%
JFGLC
45
Johnson Financial Group LLC (Colorado)
Colorado
$572K 12,206 +29 +0.2%
AWM
46
Aprio Wealth Management
Georgia
$571K 12,186 +473 +4%
BC
47
Brio Consultants
California
$567K 12,098 -79 -0.6%
Morgan Stanley
48
Morgan Stanley
New York
$509K 10,852 +10,546 +3,446%
TWM
49
Tanager Wealth Management
United Kingdom
$497K 10,595 – –
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$469K 9,994 -400 -4%
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