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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

112 hedge funds and large institutions have $249M invested in iShares USD Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$55.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.6M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
FF
5
Francis Financial
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$617K
2
SA
2
Stewardship Advisors
Pennsylvania
$2.49M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$1.64M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$505K 10,853 +1 +0%
CFG
52
Carr Financial Group
Massachusetts
$472K 10,150 -4,466 -31%
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$466K 10,010 +2,770 +38%
FWP
54
Falcon Wealth Planning
California
$449K 9,644 +609 +7%
PP
55
PrairieView Partners
Minnesota
$446K 9,604 +519 +6%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$406K 8,734 -1,260 -13%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$400K 8,584 +299 +4%
AIP
58
Ameritas Investment Partners
Nebraska
$391K 8,406 +928 +12%
KAS
59
Kestra Advisory Services
Texas
$389K 8,362 +939 +13%
PI
60
PFG Investments
New York
$360K 7,738 -98 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$345K 7,421 +148 +2%
GAM
62
Gould Asset Management
California
$296K 6,350 – –
JWM
63
JFG Wealth Management
Colorado
$283K 6,080 +509 +9%
CWM
64
Concentric Wealth Management
California
$279K 6,000 – –
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$277K 5,959 – –
KL
66
KilterHowling LLC
Colorado
$248K 5,332 +61 +1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$237K 5,097 +110 +2%
EFN
68
Equita Financial Network
Pennsylvania
$221K 4,738 +4,738 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$220K 4,726 +218 +5%
ECA
70
Elevated Capital Advisors
Utah
$218K 4,693 -125 -3%
HHGA
71
Halbert Hargrove Global Advisors
California
$211K 4,530 -1,765 -28%
SA
72
Sanctuary Advisors
Indiana
$207K 4,506 +4,506 New
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$190K 4,070 – –
CAM
74
Clarity Asset Management
Iowa
$162K 3,471 -117 -3%
PS
75
Principal Securities
Iowa
$161K 3,451 +106 +3%
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3
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