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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

108 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
51
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$25.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.6M
3
Betterment LLC
3
Betterment LLC
New York
$58.8M
4
FF
4
Francis Financial
$16.6M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$534K

Top Sellers

1
RSWA
1
Robinson Smith Wealth Advisors
Maine
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GAM
5
Gould Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
51
Carr Financial Group
Massachusetts
$496K 10,253 +103 +1%
CPCM
52
Cardinal Point Capital Management
Ontario, Canada
$428K 8,844 +110 +1%
AIP
53
Ameritas Investment Partners
Nebraska
$416K 8,612 +206 +2%
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$407K 8,422 -162 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$354K 7,318 -103 -1%
JWM
56
JFG Wealth Management
Colorado
$353K 7,304 +1,224 +20%
PI
57
PFG Investments
New York
$338K 6,983 -755 -10%
KAS
58
Kestra Advisory Services
Texas
$312K 6,452 -1,910 -23%
EFN
59
Equita Financial Network
Pennsylvania
$304K 6,299 +1,561 +33%
BFG
60
Berger Financial Group
Minnesota
$292K 6,035 -6,016 -50%
CWM
61
Concentric Wealth Management
California
$290K 6,000 – –
LFASL
62
Lugano Financial Advisors SA (LFA)
Switzerland
$288K 5,959 – –
KL
63
KilterHowling LLC
Colorado
$275K 5,697 +365 +7%
FNC
64
First National Corp
Massachusetts
$249K 5,144 +5,144 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$246K 5,099 +2 +0%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$244K 5,054 +328 +7%
PWM
67
Perigon Wealth Management
California
$239K 4,935 +4,935 New
CWM
68
Congress Wealth Management
Massachusetts
$234K 4,839 +4,839 New
ECA
69
Elevated Capital Advisors
Utah
$227K 4,688 -5 -0.1%
SA
70
Sanctuary Advisors
Indiana
$217K 4,614 +108 +2%
PS
71
Principal Securities
Iowa
$202K 4,175 +724 +21%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$197K 4,070 – –
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$161K 3,332 – –
Jones Financial Companies
74
Jones Financial Companies
Missouri
$141K 2,926 +2,125 +265%
AWM
75
Avior Wealth Management
Nebraska
$141K 2,925 +30 +1%
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3
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