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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
1
Francis Financial
$8M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.07M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$4.98M
4
LPL Financial
4
LPL Financial
California
$3.36M
5
Betterment LLC
5
Betterment LLC
New York
$42.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$553K
4
UBS Group
4
UBS Group
Switzerland
$2.67M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
Trust Company
Kansas
$24.4K – – –
IA
77
IFP Advisors
Florida
$21.7K -$56.6K -1,130 -72%
Morgan Stanley
78
Morgan Stanley
New York
$16.3K +$8.99K +191 +123%
FP
79
Financial Perspectives
Minnesota
$15.3K +$47 +1 +0.3%
MFAM
80
M Financial Asset Management
Oregon
$6K – – –
BAM
81
Baldrige Asset Management
Pennsylvania
$5K – – –
GWSG
82
GPS Wealth Strategies Group
Colorado
$2.4K +$2.4K +51 New
BIA
83
Bell Investment Advisors
California
$2.37K – – –
LFG
84
Larson Financial Group
Missouri
$1.98K – – –
FFA
85
Farther Finance Advisors
California
$1.51K +$1.51K +32 New
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$1.43K +$353 +7,503 +33%
CMP
87
Coston McIsaac & Partners
Maine
$1K – – –
SPIA
88
Steward Partners Investment Advisory
New York
$294 – – –
Wells Fargo
89
Wells Fargo
California
$30 – – –
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$8 – – –
GWSA
91
Global Wealth Strategies & Associates
Colorado
$4 -$4 – –
Jane Street
92
Jane Street
New York
– -$2.36M -51,405 Closed
OMC
93
Old Mission Capital
Illinois
– -$438K -9,527 Closed
GWM
94
Grand Wealth Management
Michigan
– -$171K -3,715 Closed
WOSD
95
WFA of San Diego
California
– -$51.1K -1,112 Closed
LAM
96
Lakewood Asset Management
Illinois
– -$28K -600 Closed
RBC
97
Romano Brothers & Co
Illinois
– -$23K -500 Closed
GFWA
98
Grey Fox Wealth Advisors
Delaware
– -$8.05K -175 Closed
NA
99
NewEdge Advisors
Louisiana
– -$6.99K -152 Closed
EI
100
Ellevest Inc
New York
– -$92 -2 Closed
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