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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in iShares USD Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
54
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$5.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.2M
3
Betterment LLC
3
Betterment LLC
New York
$60.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$46.7M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$477K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$3.24M
5
BFG
5
Berger Financial Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
26
Wealthfront Advisers
California
$906K 19,428 +2,412 +14%
BBW
27
Blue Barn Wealth
Utah
$898K 19,257 +134 +0.7%
MWM
28
Modern Wealth Management
Kansas
$858K 18,410 +18,410 New
Franklin Resources
29
Franklin Resources
California
$841K 18,031 +249 +1%
BC
30
Brio Consultants
California
$805K 17,257 +2,323 +16%
TWM
31
Tanager Wealth Management
United Kingdom
$793K 17,003 – –
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K 16,699 +127 +0.8%
OFG
33
Omega Financial Group
California
$761K 16,333 +262 +2%
DAS
34
Dynamic Advisor Solutions
Arizona
$760K 16,301 +276 +2%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$743K 15,940 +500 +3%
Ameriprise
36
Ameriprise
Minnesota
$728K 15,607 -180 -1%
BMD
37
Better Money Decisions
New Mexico
$704K 15,094 +2,328 +18%
SRB
38
Shotwell Rutter Baer
Michigan
$681K 14,717 +835 +6%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$654K 14,039 -2 -0%
Lido Advisors
40
Lido Advisors
California
$654K 14,024 -706 -5%
Vontobel Holding
41
Vontobel Holding
Switzerland
$642K 13,772 +650 +5%
PP
42
PrairieView Partners
Minnesota
$640K 13,732 -339 -2%
AWS
43
Atria Wealth Solutions
New York
$613K 13,156 -449 -3%
FWP
44
Falcon Wealth Planning
California
$611K 13,106 +778 +6%
AWM
45
Aprio Wealth Management
Georgia
$603K 12,944 +167 +1%
KPWS
46
Kestra Private Wealth Services
Texas
$566K 12,132 -1,076 -8%
AIM
47
Archer Investment Management
Texas
$558K 11,964 +11,964 New
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$523K 11,209 +154 +1%
Morgan Stanley
49
Morgan Stanley
New York
$506K 10,855 +2 +0%
Osaic Holdings
50
Osaic Holdings
Arizona
$489K 10,493 -1,640 -14%
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