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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

108 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
51
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$25.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.6M
3
Betterment LLC
3
Betterment LLC
New York
$58.8M
4
FF
4
Francis Financial
$16.6M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$534K

Top Sellers

1
RSWA
1
Robinson Smith Wealth Advisors
Maine
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GAM
5
Gould Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBW
26
Blue Barn Wealth
Utah
$924K 19,123 – –
Franklin Resources
27
Franklin Resources
California
$849K 17,782 +46 +0.3%
Wealthfront Advisers
28
Wealthfront Advisers
California
$823K 17,016 -204 -1%
TWM
29
Tanager Wealth Management
United Kingdom
$822K 17,003 +3,919 +30%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$801K 16,572 -3,383 -17%
OFG
31
Omega Financial Group
California
$777K 16,071 -278 -2%
IWA
32
Invera Wealth Advisors
Oregon
$775K 16,411 +3,586 +28%
DAS
33
Dynamic Advisor Solutions
Arizona
$775K 16,025 -421 -3%
Ameriprise
34
Ameriprise
Minnesota
$763K 15,787 -879 -5%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$746K 15,440 +5,430 +54%
BC
36
Brio Consultants
California
$722K 14,934 +875 +6%
Lido Advisors
37
Lido Advisors
California
$712K 14,730 -2,893 -16%
PSA
38
Plum Street Advisors
Louisiana
$704K 14,570 +165 +1%
PP
39
PrairieView Partners
Minnesota
$680K 14,071 +4,467 +47%
JFGLC
40
Johnson Financial Group LLC (Colorado)
Colorado
$679K 14,041 +355 +3%
SRB
41
Shotwell Rutter Baer
Michigan
$664K 13,882 +680 +5%
AWS
42
Atria Wealth Solutions
New York
$658K 13,605 +143 +1%
KPWS
43
Kestra Private Wealth Services
Texas
$638K 13,208 -43 -0.3%
Vontobel Holding
44
Vontobel Holding
Switzerland
$634K 13,122 +435 +3%
AWM
45
Aprio Wealth Management
Georgia
$618K 12,777 +36 +0.3%
BMD
46
Better Money Decisions
New Mexico
$617K 12,766 -2,884 -18%
FWP
47
Falcon Wealth Planning
California
$596K 12,328 +2,684 +28%
Osaic Holdings
48
Osaic Holdings
Arizona
$587K 12,133 -73 -0.6%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$534K 11,055 +11,055 New
Morgan Stanley
50
Morgan Stanley
New York
$525K 10,853 – –
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