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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.6M
2
Betterment LLC
2
Betterment LLC
New York
$43.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.54M
4
FF
4
Francis Financial
$9.04M
5
Jane Street
5
Jane Street
New York
$877K

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$23.3K
3
BFG
3
Berger Financial Group
Minnesota
$1.48M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.46M
5
FTUS
5
Flow Traders U.S.
New York
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
51
Ameritas Investment Partners
Nebraska
$306K 6,581 +81 +1%
KAS
52
Kestra Advisory Services
Texas
$303K 6,513 +448 +7%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$289K 6,214 +27 +0.4%
HHGA
54
Halbert Hargrove Global Advisors
California
$284K 6,105 -185 -3%
LFASL
55
Lugano Financial Advisors SA (LFA)
Switzerland
$277K 5,959 – –
KPWS
56
Kestra Private Wealth Services
Texas
$264K 5,679 +5,679 New
KL
57
KilterHowling LLC
Colorado
$252K 5,409 +39 +0.7%
JWM
58
JFG Wealth Management
Colorado
$239K 5,126 – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$232K 4,985 +10 +0.2%
MA
60
Mutual Advisors
Nebraska
$205K 4,408 +27 +0.6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$202K 4,347 -73 -2%
CIC
62
Carnegie Investment Counsel
Ohio
$202K 4,340 – –
AF
63
Advisornet Financial
Minnesota
$145K 3,120 -69 -2%
WP
64
WealthShield Partners
North Carolina
$117K 2,504 – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.5K 2,117 – –
CA
66
Clearstead Advisors
Ohio
$80.4K 1,727 – –
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$69.6K 1,496 +10 +0.7%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$54.2K 1,166 -135 -10%
WOSD
69
WFA of San Diego
California
$51.7K 1,112 +1,112 New
BFA
70
BBJS Financial Advisors
Washington
$51.2K 1,100 – –
AIC
71
Archer Investment Corporation
Indiana
$50.2K 1,078 +1,078 New
HS
72
Horan Securities
United States
$45.1K 970 +8 +0.8%
ST
73
Smithfield Trust
Pennsylvania
$43K 920 – –
LOIP
74
Live Oak Investment Partners
Texas
– – – –
SWM
75
Spire Wealth Management
Virginia
$37.7K 810 – –
1 2
3
4 5