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iShares USD Green Bond ETF

116 hedge funds and large institutions have $305M invested in iShares USD Green Bond ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$1.56M
Wealthfront Advisers
27
Wealthfront Advisers
California
$1.37M
PWMG
28
Private Wealth Management Group
New Jersey
$1.27M
IWA
29
Invera Wealth Advisors
Oregon
$1.24M
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$1.04M
FWP
31
Falcon Wealth Planning
California
$1.01M
NA
32
NewEdge Advisors
Louisiana
$997K
BC
33
Brio Consultants
California
$956K
NEI
34
Northwest & Ethical Investments
Ontario, Canada
$919K
Franklin Resources
35
Franklin Resources
California
$893K
OFG
36
Omega Financial Group
California
$891K
Osaic Holdings
37
Osaic Holdings
Arizona
$865K
HighTower Advisors
38
HighTower Advisors
Illinois
$839K
AFG
39
Atomi Financial Group
New York
$827K
EFN
40
Equita Financial Network
Pennsylvania
$825K
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$811K
BBW
42
Blue Barn Wealth
Utah
$801K
SRB
43
Shotwell Rutter Baer
Michigan
$794K
DAS
44
Dynamic Advisor Solutions
Arizona
$760K
SC
45
Savant Capital
Illinois
$760K
TWM
46
Tanager Wealth Management
United Kingdom
$715K
AWM
47
Aprio Wealth Management
Georgia
$681K
Ameriprise
48
Ameriprise
Minnesota
$679K
JFGLC
49
Johnson Financial Group LLC (Colorado)
Colorado
$675K
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$634K