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iShares USD Green Bond ETF

116 hedge funds and large institutions have $305M invested in iShares USD Green Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 63 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$203K
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$202K
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$196K
Morgan Stanley
79
Morgan Stanley
New York
$179K
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$170K
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$160K
LI
82
LRI Investments
Florida
$150K
S
83
Sachetta
Massachusetts
$124K
WP
84
WealthShield Partners
North Carolina
$114K
AAS
85
Ameritas Advisory Services
Nebraska
$113K
RF
86
Rossby Financial
Florida
$94.6K
ASN
87
Advisory Services Network
Georgia
$84.8K
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.7K
TC
89
Trust Company
Kansas
$77.3K
CAM
90
Clarity Asset Management
Iowa
$72.4K
SPIA
91
Steward Partners Investment Advisory
New York
$70.4K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$62K
CIAS
93
CBIZ Investment Advisory Services
Ohio
$52.5K
SRCM
94
Signature Resources Capital Management
California
$51.3K
RFS
95
Richardson Financial Services
Massachusetts
$45.3K
ST
96
Smithfield Trust
Pennsylvania
$44K
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$35.5K
AIC
98
Archer Investment Corporation
Indiana
$23K
B
99
Birchbrook
Maine
$22.4K
PP
100
Pacifica Partners
Canada
$20K