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iShares USD Green Bond ETF

89 hedge funds and large institutions have $151M invested in iShares USD Green Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
35
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
51
Falcon Wealth Planning
California
$244K 5,306 +5,306 New
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$237K 5,145 -127 -2%
JWM
53
JFG Wealth Management
Colorado
$236K 5,126 +5,126 New
SBL
54
Sargent Bickham Lagudis
Colorado
$233K 5,079 +1 +0%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$229K 4,975 +4,975 New
KL
56
KilterHowling LLC
Colorado
$226K 4,921 -107 -2%
MA
57
Mutual Advisors
Nebraska
$208K 4,518 +4,518 New
GWM
58
Grand Wealth Management
Michigan
$171K 3,715 +1,737 +88%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$151K 3,295 -606 -16%
AF
60
Advisornet Financial
Minnesota
$147K 3,189
TWM
61
Tradition Wealth Management
Minnesota
$132K 2,870 +355 +14%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$125K 2,727 -730 -21%
HWMA
63
Heritage Wealth Management (Arizona)
Arizona
$109K 2,368 +1,180 +99%
CA
64
Clearstead Advisors
Ohio
$79.4K 1,727
IA
65
IFP Advisors
Florida
$77K 1,564 -19 -1%
MBFW
66
Morton Brown Family Wealth
Pennsylvania
$67.6K 1,470 +4 +0.3%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$59.8K 1,301
WOSD
68
WFA of San Diego
California
$51.1K 1,112 +1,112 New
BFA
69
BBJS Financial Advisors
Washington
$50.6K 1,100 +1,100 New
HS
70
Horan Securities
United States
$44K 957 +188 +24%
ST
71
Smithfield Trust
Pennsylvania
$42K 920
LOIP
72
Live Oak Investment Partners
Texas
SWM
73
Spire Wealth Management
Virginia
$37K 811
BAAM
74
Baker Avenue Asset Management
California
$34K 740 +740 New
LAM
75
Lakewood Asset Management
Illinois
$28K 600 +600 New