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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

94 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.33M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.39M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.32M
4
Betterment LLC
4
Betterment LLC
New York
$44M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M

Top Sellers

1
FF
1
Francis Financial
$7.53M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
BFG
3
Berger Financial Group
Minnesota
$1.11M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$249K
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
51
Kestra Advisory Services
Texas
$334K +$39.9K +885 +14%
AIP
52
Ameritas Investment Partners
Nebraska
$323K +$26.5K +587 +9%
KPWS
53
Kestra Private Wealth Services
Texas
$316K +$59.3K +1,314 +23%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$282K +$1.31K +29 +0.5%
HHGA
55
Halbert Hargrove Global Advisors
California
$277K +$1.08K +24 +0.4%
LFASL
56
Lugano Financial Advisors SA (LFA)
Switzerland
$269K – – –
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$249K -$226K -5,017 -48%
JWM
58
JFG Wealth Management
Colorado
$231K – – –
KL
59
KilterHowling LLC
Colorado
$228K -$15.9K -353 -7%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$225K – – –
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$201K +$5.22K +116 +3%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K +$95.9K +2,126 +100%
CA
63
Clearstead Advisors
Ohio
$156K +$77.9K +1,727 +100%
AF
64
Advisornet Financial
Minnesota
$141K – – –
WP
65
WealthShield Partners
North Carolina
$113K – – –
SSWM
66
Sheets Smith Wealth Management
North Carolina
$91.5K +$91.5K +2,027 New
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$73.1K +$5.55K +123 +8%
TC
68
Trust Company
Kansas
$51.8K +$30K +665 +138%
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$51.8K – – –
WOSD
70
WFA of San Diego
California
$50.2K – – –
BFA
71
BBJS Financial Advisors
Washington
$49.6K – – –
ST
72
Smithfield Trust
Pennsylvania
$42K – – –
SWM
73
Spire Wealth Management
Virginia
$36.6K – – –
BAAM
74
Baker Avenue Asset Management
California
$33.4K – – –
NEI
75
Northwest & Ethical Investments
Ontario, Canada
$28.4K +$28.4K +630 New
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3
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