BGRN icon

iShares USD Green Bond ETF
BGRN

Overview Fund Activity

107 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
46
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$4.32M
2
FF
2
Francis Financial
$13.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Betterment LLC
5
Betterment LLC
New York
$49.5M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
SRB
2
Shotwell Rutter Baer
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$3.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$972K
5
RCS
5
Retirement Capital Strategies
California
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
PP
51
PrairieView Partners
Minnesota
$426K 9,085 -1,047 -10%
FWP
52
Falcon Wealth Planning
California
$424K 9,035 +570 +7%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$388K 8,285 +582 +8%
RCS
54
Retirement Capital Strategies
California
$378K 8,065 -4,534 -36%
PI
55
PFG Investments
New York
$367K 7,836 +7,836 New
AIP
56
Ameritas Investment Partners
Nebraska
$351K 7,478 +213 +3%
KAS
57
Kestra Advisory Services
Texas
$348K 7,423 -373 -5%
MML Investors Services
58
MML Investors Services
Massachusetts
$341K 7,273 +1,308 +22%
NEI
59
Northwest & Ethical Investments
Ontario, Canada
$339K 7,240 +3,870 +115%
GAM
60
Gould Asset Management
California
$298K 6,350 +6,350 New
HHGA
61
Halbert Hargrove Global Advisors
California
$295K 6,295 +7 +0.1%
CWM
62
Concentric Wealth Management
California
$281K 6,000 +6,000 New
LFASL
63
Lugano Financial Advisors SA (LFA)
Switzerland
$279K 5,959 – –
JWM
64
JFG Wealth Management
Colorado
$261K 5,571 +445 +9%
KL
65
KilterHowling LLC
Colorado
$247K 5,271 -143 -3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$234K 4,987 +1,984 +66%
ECA
67
Elevated Capital Advisors
Utah
$226K 4,818 +4,818 New
BPA
68
Beacon Pointe Advisors
California
$219K 4,665 -538 -10%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$211K 4,508 -838 -16%
CIC
70
Carnegie Investment Counsel
Ohio
$204K 4,340 – –
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$202K 4,317 -3,744 -46%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$189K 4,070 +4,070 New
CAM
73
Clarity Asset Management
Iowa
$168K 3,588 -55 -2%
PS
74
Principal Securities
Iowa
$157K 3,345 +318 +11%
AWM
75
Avior Wealth Management
Nebraska
$134K 2,867 +2,867 New
1 2
3
4 5