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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.07M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.98M
4
LPL Financial
4
LPL Financial
California
$3.36M
5
Betterment LLC
5
Betterment LLC
New York
$42.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$553K
4
UBS Group
4
UBS Group
Switzerland
$2.67M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$281K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$264K -$24.2K -514 -8%
KL
53
KilterHowling LLC
Colorado
$253K +$21.1K +449 +9%
FWP
54
Falcon Wealth Planning
California
$243K -$7.21K -153 -3%
JWM
55
JFG Wealth Management
Colorado
$241K – – –
Lido Advisors
56
Lido Advisors
California
$239K +$239K +5,080 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$234K – – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$208K +$208K +4,420 New
MA
59
Mutual Advisors
Nebraska
$206K -$6.45K -137 -3%
CIC
60
Carnegie Investment Counsel
Ohio
$204K +$204K +4,340 New
AAS
61
Ameritas Advisory Services
Nebraska
$153K +$153K +3,242 New
AF
62
Advisornet Financial
Minnesota
$150K – – –
TWM
63
Tradition Wealth Management
Minnesota
$142K +$6.83K +145 +5%
WP
64
WealthShield Partners
North Carolina
$118K +$118K +2,504 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.7K -$55.5K -1,178 -36%
CA
66
Clearstead Advisors
Ohio
$81.3K – – –
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$70K +$753 +16 +1%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$61.3K – – –
BFA
69
BBJS Financial Advisors
Washington
$51.8K – – –
HS
70
Horan Securities
United States
$45.3K +$235 +5 +0.5%
ST
71
Smithfield Trust
Pennsylvania
$43K – – –
LOIP
72
Live Oak Investment Partners
Texas
$42.5K -$41.5K – –
SWM
73
Spire Wealth Management
Virginia
$38.1K -$47 -1 -0.1%
BAAM
74
Baker Avenue Asset Management
California
$34.8K – – –
BAM
75
Belpointe Asset Management
Nevada
$26.5K – – –
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