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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

60 hedge funds and large institutions have $97.6M invested in iShares USD Green Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$7.29M
2
NWM
Nicola Wealth Management
British Columbia, Canada
+$3.56M
3
LPL Financial
LPL Financial
California
+$1.04M
4
KPWS
Kestra Private Wealth Services
Texas
+$1.01M
5
WS
Wedbush Securities
California
+$814K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.29M
2
BFG
Berger Financial Group
Minnesota
-$2.05M
3
AWP
Abacus Wealth Partners
California
-$1.81M
4
FP
Financial Perspectives
Minnesota
-$919K
5
DAS
Dynamic Advisor Solutions
Arizona
-$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Baldrige Asset Management
Pennsylvania
$20K +$20K +365 New
FP
52
Financial Perspectives
Minnesota
$17.1K -$919K -16,792 -98%
TWM
53
Tradition Wealth Management
Minnesota
$15K +$15K +270 New
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$14K – – –
MFAM
55
M Financial Asset Management
Oregon
$7K +$7K +131 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +85 New
APA
57
American Portfolios Advisors
New York
$3.34K – – –
LFG
58
Larson Financial Group
Missouri
$2K – – –
FIG
59
FundX Investment Group
California
$220 -$13 -1,337 -5%
PP
60
Prudential plc
United Kingdom
– -$486K -8,890 Closed
HighTower Advisors
61
HighTower Advisors
Illinois
– -$331K -6,070 Closed
Baird Financial Group
62
Baird Financial Group
Wisconsin
– -$216K -3,953 Closed
AIC
63
Ameritas Investment Company
Nebraska
– -$54.3K -994 Closed
AWC
64
Abundance Wealth Counselors
Pennsylvania
– -$41K -753 Closed
TRCT
65
Tower Research Capital (TRC)
New York
– -$5K -91 Closed
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