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iShares USD Green Bond ETF

116 hedge funds and large institutions have $292M invested in iShares USD Green Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
26
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
IWA
26
Invera Wealth Advisors
Oregon
$1.08M +$116K +2,451 +12%
BBW
27
Blue Barn Wealth
Utah
$967K +$55.3K +1,168 +6%
AWS
28
Atria Wealth Solutions
New York
$924K +$301K +6,351 +48%
Wealthfront Advisers
29
Wealthfront Advisers
California
$922K +$2.08K +44 +0.2%
NEI
30
Northwest & Ethical Investments
Ontario, Canada
$874K +$119K +2,516 +16%
Franklin Resources
31
Franklin Resources
California
$860K +$6.06K +128 +0.7%
BC
32
Brio Consultants
California
$856K +$38.7K +818 +5%
OFG
33
Omega Financial Group
California
$839K +$65.2K +1,377 +8%
MWM
34
Modern Wealth Management
Kansas
$814K -$57.8K -1,221 -7%
DAS
35
Dynamic Advisor Solutions
Arizona
$773K +$1.28K +27 +0.2%
SRB
36
Shotwell Rutter Baer
Michigan
$748K +$53.4K +1,132 +8%
BMD
37
Better Money Decisions
New Mexico
$746K +$31.1K +656 +4%
TWM
38
Tanager Wealth Management
United Kingdom
$696K -$110K -2,313 -14%
PP
39
PrairieView Partners
Minnesota
$684K +$34.4K +727 +5%
JFGLC
40
Johnson Financial Group LLC (Colorado)
Colorado
$664K -$521 -11 -0.1%
Ameriprise
41
Ameriprise
Minnesota
$648K -$91.5K -1,932 -12%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$644K +$644K +13,605 New
AWM
43
Aprio Wealth Management
Georgia
$640K +$27.2K +574 +4%
AFG
44
Atomi Financial Group
New York
$618K +$618K +13,041 New
Vontobel Holding
45
Vontobel Holding
Switzerland
$558K -$94.1K -1,986 -14%
SVWAG
46
Sound View Wealth Advisors Group
Georgia
$555K +$24.3K +514 +5%
FWP
47
Falcon Wealth Planning
California
$550K -$70.3K -1,484 -11%
Morgan Stanley
48
Morgan Stanley
New York
$535K +$21.1K +445 +4%
Osaic Holdings
49
Osaic Holdings
Arizona
$531K +$33.9K +716 +7%
AIM
50
Archer Investment Management
Texas
$528K -$38.6K -815 -7%