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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

72 hedge funds and large institutions have $138M invested in iShares USD Green Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$39.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.67M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.58M
4
Ameriprise
4
Ameriprise
Minnesota
$834K
5
Bank of America
5
Bank of America
North Carolina
$5.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$463K
2
NWM
2
Nicola Wealth Management
British Columbia, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$632K
5
UBS Group
5
UBS Group
Switzerland
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
TWM
51
Tradition Wealth Management
Minnesota
$115K 2,515 +17 +0.7%
GWM
52
Grand Wealth Management
Michigan
$90K 1,978 -1,011 -34%
CA
53
Clearstead Advisors
Ohio
$79K 1,727 -2,642 -60%
IA
54
IFP Advisors
Florida
$78K 1,583 +7 +0.4%
MBFW
55
Morton Brown Family Wealth
Pennsylvania
$67K 1,466 +5 +0.3%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$59K 1,301 -160 -11%
HWMA
57
Heritage Wealth Management (Arizona)
Arizona
$54K 1,188 -96 -7%
TC
58
Trust Company
Kansas
$47K 1,042 +382 +58%
ST
59
Smithfield Trust
Pennsylvania
$42K 920 – –
BAM
60
Baldrige Asset Management
Pennsylvania
$38K 840 – –
SWM
61
Spire Wealth Management
Virginia
$37K 811 – –
RCM
62
Raleigh Capital Management
North Carolina
$35K 775 – –
HS
63
Horan Securities
United States
$35K 769 +769 New
FP
64
Financial Perspectives
Minnesota
$14.6K 320 +2 +0.6%
Wells Fargo
65
Wells Fargo
California
$12K 256 +59 +30%
Morgan Stanley
66
Morgan Stanley
New York
$7K 153 – –
MFAM
67
M Financial Asset Management
Oregon
$6K 131 – –
LFG
68
Larson Financial Group
Missouri
$2K 42 -79 -65%
BIA
69
Bell Investment Advisors
California
$2K 50 -2 -4%
GWSG
70
GPS Wealth Strategies Group
Colorado
$2K 51 – –
CMP
71
Coston McIsaac & Partners
Maine
$1K 36 -147 -80%
NWM
72
Nicola Wealth Management
British Columbia, Canada
– – -107,449 Closed
FTUS
73
Flow Traders U.S.
New York
– – -26,856 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– – -9,597 Closed
COCM
75
Charter Oak Capital Management
New Hampshire
– – -2,879 Closed
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