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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

112 hedge funds and large institutions have $249M invested in iShares USD Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$55.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.6M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
FF
5
Francis Financial
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$617K
2
SA
2
Stewardship Advisors
Pennsylvania
$2.49M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$1.64M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$1.01M 21,630 +98 +0.5%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$929K 19,955 +1,077 +6%
BBW
28
Blue Barn Wealth
Utah
$890K 19,123 +5 +0%
Franklin Resources
29
Franklin Resources
California
$825K 17,736 +306 +2%
Lido Advisors
30
Lido Advisors
California
$820K 17,623 +912 +5%
Wealthfront Advisers
31
Wealthfront Advisers
California
$801K 17,220 +1,082 +7%
Ameriprise
32
Ameriprise
Minnesota
$776K 16,666 -57 -0.3%
DAS
33
Dynamic Advisor Solutions
Arizona
$765K 16,446 -210 -1%
OFG
34
Omega Financial Group
California
$761K 16,349 +441 +3%
BMD
35
Better Money Decisions
New Mexico
$728K 15,650 +676 +5%
MHS
36
M Holdings Securities
Oregon
$728K 15,636 +15,636 New
PSA
37
Plum Street Advisors
Louisiana
$670K 14,405 -165 -1%
BC
38
Brio Consultants
California
$654K 14,059 +1,961 +16%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$637K 13,686 +1,480 +12%
AWS
40
Atria Wealth Solutions
New York
$627K 13,462 +721 +6%
Jane Street
41
Jane Street
New York
$617K 13,261 -47,985 -78%
SRB
42
Shotwell Rutter Baer
Michigan
$617K 13,202 +13,202 New
KPWS
43
Kestra Private Wealth Services
Texas
$617K 13,251 -138 -1%
TWM
44
Tanager Wealth Management
United Kingdom
$609K 13,084 +2,489 +23%
IWA
45
Invera Wealth Advisors
Oregon
$602K 12,825 +12,825 New
AWM
46
Aprio Wealth Management
Georgia
$593K 12,741 +555 +5%
Vontobel Holding
47
Vontobel Holding
Switzerland
$590K 12,687 -4,352 -26%
FTUS
48
Flow Traders U.S.
New York
$588K 12,627 +12,627 New
Osaic Holdings
49
Osaic Holdings
Arizona
$568K 12,206 -8,525 -41%
BFG
50
Berger Financial Group
Minnesota
$561K 12,051 -5,334 -31%
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