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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in iShares USD Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
54
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$5.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.2M
3
Betterment LLC
3
Betterment LLC
New York
$60.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$46.7M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$477K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$3.24M
5
BFG
5
Berger Financial Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
51
Carr Financial Group
Massachusetts
$485K 10,397 +144 +1%
SA
52
Stewardship Advisors
Pennsylvania
$477K 10,233 -42,007 -80%
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$443K 9,504 +660 +7%
AIP
54
Ameritas Investment Partners
Nebraska
$415K 8,902 +290 +3%
NA
55
NewEdge Advisors
Louisiana
$390K 8,368 +8,368 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$385K 8,258 -164 -2%
KAS
57
Kestra Advisory Services
Texas
$370K 7,942 +1,490 +23%
JWM
58
JFG Wealth Management
Colorado
$341K 7,304 – –
MML Investors Services
59
MML Investors Services
Massachusetts
$340K 7,290 -28 -0.4%
KC
60
Kades & Cheifetz
Pennsylvania
$325K 6,970 +6,970 New
PS
61
Principal Securities
Iowa
$322K 6,910 +2,735 +66%
MCM
62
MAI Capital Management
Ohio
$321K 6,880 +6,880 New
FA
63
Fermata Advisors
California
$303K 6,509 +6,509 New
EFN
64
Equita Financial Network
Pennsylvania
$294K 6,307 +8 +0.1%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$278K 5,959 – –
DC
66
Dorval Corp
Minnesota
$276K 5,912 +5,912 New
KL
67
KilterHowling LLC
Colorado
$271K 5,808 +111 +2%
FNC
68
First National Corp
Massachusetts
$248K 5,319 +175 +3%
XPN
69
XY Planning Network
Montana
$239K 5,125 +5,125 New
PI
70
PFG Investments
New York
$231K 4,949 -2,034 -29%
SA
71
Sanctuary Advisors
Indiana
$218K 4,646 +32 +0.7%
ECA
72
Elevated Capital Advisors
Utah
$216K 4,631 -57 -1%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$210K 4,511 -543 -11%
Stifel Financial
74
Stifel Financial
Missouri
$204K 4,382 +4,382 New
PWM
75
Perigon Wealth Management
California
$203K 4,353 -582 -12%
1 2
3
4 5