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iShares USD Green Bond ETF

76 hedge funds and large institutions have $127M invested in iShares USD Green Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
27
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
51
Sargent Bickham Lagudis
Colorado
$138K +$33.8K +668 +32%
TWM
52
Tradition Wealth Management
Minnesota
$123K +$17.5K +345 +17%
GWM
53
Grand Wealth Management
Michigan
$97K +$3.35K +66 +4%
Morgan Stanley
54
Morgan Stanley
New York
$91K +$68.6K +1,358 +307%
IA
55
IFP Advisors
Florida
$78K +$23.2K +469 +42%
HWMA
56
Heritage Wealth Management (Arizona)
Arizona
$76K +$76K +1,499 New
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$72K
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$72K
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$57K
ST
60
Smithfield Trust
Pennsylvania
$47K
BAM
61
Baldrige Asset Management
Pennsylvania
$42K -$800 -16 -2%
SWM
62
Spire Wealth Management
Virginia
$41K
TCWA
63
Ten Capital Wealth Advisors
Washington
$41K +$41K +809 New
RCM
64
Raleigh Capital Management
North Carolina
$39K +$39K +775 New
TC
65
Trust Company
Kansas
$36K +$36K +713 New
PP
66
PrairieView Partners
Minnesota
$30K -$6.29K -124 -17%
CTC
67
Central Trust Company
Missouri
$23K -$2.73K -53 -11%
FP
68
Financial Perspectives
Minnesota
$16K
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$1.7K -35 -13%
Wells Fargo
70
Wells Fargo
California
$10K
MFAM
71
M Financial Asset Management
Oregon
$7K
GWSG
72
GPS Wealth Strategies Group
Colorado
$3K
LFG
73
Larson Financial Group
Missouri
$2K
CAAS
74
Capital Asset Advisory Services
Michigan
$1K
SG Americas Securities
75
SG Americas Securities
New York
-$1.42M -26,076 Closed