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iShares USD Green Bond ETF

131 hedge funds and large institutions have $328M invested in iShares USD Green Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

97% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 30

11% more funds holding

Funds holding: 118131 (+13)

2% more capital invested

Capital invested by funds: $321M → $328M (+$7.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.72% less ownership

Funds ownership: 72.45%70.73% (-1.7%)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
59
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAF
76
Values Added Financial
District of Columbia
$253K -$385K -8,037 -60%
SA
77
Sanctuary Advisors
Indiana
$232K +$1.68K +35 +0.7%
MBFW
78
Morton Brown Family Wealth
Pennsylvania
$232K +$56.1K +1,172 +32%
PFPG
79
Pinnacle Financial Partners (Georgia)
Georgia
$228K +$5.46K +114 +2%
RF
80
Rossby Financial
Florida
$222K +$125K +2,617 +126%
CA
81
Continuum Advisory
Idaho
$213K +$214K +4,479 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$203K +$1.39K +29 +0.7%
PWM
83
Perigon Wealth Management
California
$200K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$158K
CAM
85
Clarity Asset Management
Iowa
$133K +$61.4K +1,283 +84%
S
86
Sachetta
Massachusetts
$123K -$718 -15 -0.6%
WA
87
Westfuller Advisors
New York
$116K -$273K -5,694 -70%
FFA
88
Farther Finance Advisors
California
$115K +$117K +2,442 New
WP
89
WealthShield Partners
North Carolina
$107K
ASN
90
Advisory Services Network
Georgia
$87.1K +$87.8K +1,834 New
TC
91
Trust Company
Kansas
$73.4K -$3.02K -63 -4%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.4K
SPIA
93
Steward Partners Investment Advisory
New York
$70.9K +$527 +11 +0.7%
SGFG
94
Silver Grove Financial Group
New York
$64.6K +$65.2K +1,361 New
WOSD
95
WFA of San Diego
California
$63.7K
Wells Fargo
96
Wells Fargo
California
$58.5K -$27.5K -574 -32%
SRCM
97
Signature Resources Capital Management
California
$53.7K +$3.11K +65 +6%
CIAS
98
CBIZ Investment Advisory Services
Ohio
$52K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$45.1K -$16.2K -338 -26%
RFS
100
Richardson Financial Services
Massachusetts
$44.7K