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iShares USD Green Bond ETF

100 hedge funds and large institutions have $218M invested in iShares USD Green Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
36
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWP
51
Falcon Wealth Planning
California
$400K 8,465 -1,440 -15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$381K 8,061 -1,080 -12%
KAS
53
Kestra Advisory Services
Texas
$368K 7,796 +398 +5%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$364K 7,703 -237 -3%
KPWS
55
Kestra Private Wealth Services
Texas
$348K 7,378 +385 +6%
AIP
56
Ameritas Investment Partners
Nebraska
$343K 7,265 +97 +1%
HHGA
57
Halbert Hargrove Global Advisors
California
$297K 6,288 +159 +3%
MML Investors Services
58
MML Investors Services
Massachusetts
$282K 5,965 -4,283 -42%
LFASL
59
Lugano Financial Advisors SA (LFA)
Switzerland
$281K 5,959
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$273K 5,776 +268 +5%
KL
61
KilterHowling LLC
Colorado
$254K 5,414 +358 +7%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$252K 5,346 +883 +20%
BPA
63
Beacon Pointe Advisors
California
$246K 5,203 +5,203 New
JWM
64
JFG Wealth Management
Colorado
$242K 5,126
CIC
65
Carnegie Investment Counsel
Ohio
$205K 4,340 +4,340 New
CAM
66
Clarity Asset Management
Iowa
$172K 3,643 +3,643 New
NEI
67
Northwest & Ethical Investments
Ontario, Canada
$159K 3,370 +2,740 +435%
PS
68
Principal Securities
Iowa
$143K 3,027 +3,027 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$142K 3,003 -3,240 -52%
WP
70
WealthShield Partners
North Carolina
$117K 2,484 -20 -0.8%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K 2,443 -1,800 -42%
S
72
Sachetta
Massachusetts
$91.6K 1,940 +1,940 New
CA
73
Clearstead Advisors
Ohio
$81.6K 1,727 -1,727 -50%
MBFW
74
Morton Brown Family Wealth
Pennsylvania
$76.8K 1,626 +7 +0.4%
TC
75
Trust Company
Kansas
$65.7K 1,392 +245 +21%