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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

76 hedge funds and large institutions have $155M invested in iShares USD Green Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$37.2M
2
Jane Street
2
Jane Street
New York
$13.1M
3
Bank of America
3
Bank of America
North Carolina
$4.88M
4
FTUS
4
Flow Traders U.S.
New York
$1.28M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.07M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$289K
2
UBS Group
2
UBS Group
Switzerland
$4.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MWM
5
Mascoma Wealth Management
New Hampshire
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Grand Wealth Management
Michigan
$143K 2,989 +1,079 +56%
COCM
52
Charter Oak Capital Management
New Hampshire
$138K 2,879 -225 -7%
TWM
53
Tradition Wealth Management
Minnesota
$119K 2,498 +71 +3%
IA
54
IFP Advisors
Florida
$78K 1,576 – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$70K 1,461 +25 +2%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$70K 1,461 +29 +2%
HWMA
57
Heritage Wealth Management (Arizona)
Arizona
$61.3K 1,284 -215 -14%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$54K 1,131 – –
ST
59
Smithfield Trust
Pennsylvania
$44K 920 – –
BAM
60
Baldrige Asset Management
Pennsylvania
$40K 840 – –
SWM
61
Spire Wealth Management
Virginia
$39K 811 +1 +0.1%
RCM
62
Raleigh Capital Management
North Carolina
$37K 775 – –
TC
63
Trust Company
Kansas
$32K 660 -53 -7%
CTC
64
Central Trust Company
Missouri
$21K 446 – –
TRCT
65
Tower Research Capital (TRC)
New York
$17K 362 +362 New
FP
66
Financial Perspectives
Minnesota
$15.2K 318 +3 +1%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$11K 228 +2 +0.9%
Wells Fargo
68
Wells Fargo
California
$9K 197 – –
CMP
69
Coston McIsaac & Partners
Maine
$9K 183 +183 New
Morgan Stanley
70
Morgan Stanley
New York
$7K 153 -1,648 -92%
MFAM
71
M Financial Asset Management
Oregon
$6K 131 – –
LFG
72
Larson Financial Group
Missouri
$6K 121 +79 +188%
GWSG
73
GPS Wealth Strategies Group
Colorado
$2K 51 – –
BIA
74
Bell Investment Advisors
California
$2K 52 +52 New
CAAS
75
Capital Asset Advisory Services
Michigan
$1K 20 – –
1 2
3
4