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iShares USD Green Bond ETF

116 hedge funds and large institutions have $292M invested in iShares USD Green Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
26
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
51
Citigroup
New York
$524K +$524K +11,055 New
NA
52
NewEdge Advisors
Louisiana
$502K +$106K +2,242 +27%
CFG
53
Carr Financial Group
Massachusetts
$496K +$3.51K +74 +0.7%
KPWS
54
Kestra Private Wealth Services
Texas
$441K -$133K -2,811 -23%
AIP
55
Ameritas Investment Partners
Nebraska
$431K +$9.38K +198 +2%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$419K -$31.5K -665 -7%
Lido Advisors
57
Lido Advisors
California
$415K -$249K -5,268 -38%
EFN
58
Equita Financial Network
Pennsylvania
$401K +$102K +2,164 +34%
WA
59
Westfuller Advisors
New York
$383K +$383K +8,086 New
MML Investors Services
60
MML Investors Services
Massachusetts
$382K +$36.7K +775 +11%
JWM
61
JFG Wealth Management
Colorado
$346K
MCM
62
MAI Capital Management
Ohio
$326K +$426 +9 +0.1%
PS
63
Principal Securities
Iowa
$322K
KAS
64
Kestra Advisory Services
Texas
$291K -$85.5K -1,805 -23%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$282K
FA
66
Fermata Advisors
California
$282K -$26.6K -562 -9%
DC
67
Dorval Corp
Minnesota
$272K -$8.26K -174 -3%
KL
68
KilterHowling LLC
Colorado
$258K -$14K -299 -5%
FNC
69
First National Corp
Massachusetts
$257K +$5.54K +117 +2%
XPN
70
XY Planning Network
Montana
$248K +$5.59K +118 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$241K +$241K +5,087 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$223K +$9.15K +193 +4%
Stifel Financial
73
Stifel Financial
Missouri
$212K +$4.07K +86 +2%
CWM
74
Congress Wealth Management
Massachusetts
$211K +$211K +4,451 New
PWM
75
Perigon Wealth Management
California
$206K