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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.6M
2
Betterment LLC
2
Betterment LLC
New York
$43.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.54M
4
FF
4
Francis Financial
$9.04M
5
Jane Street
5
Jane Street
New York
$877K

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$23.3K
3
BFG
3
Berger Financial Group
Minnesota
$1.48M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.46M
5
FTUS
5
Flow Traders U.S.
New York
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
BAAM
76
Baker Avenue Asset Management
California
$34.4K 740 – –
MWM
77
Mascoma Wealth Management
New Hampshire
$23.3K 504 -6,577 -93%
TC
78
Trust Company
Kansas
$22.4K 482 -37 -7%
IA
79
IFP Advisors
Florida
$16.5K 355 -79 -18%
FP
80
Financial Perspectives
Minnesota
$15.3K 328 +3 +0.9%
Morgan Stanley
81
Morgan Stanley
New York
$7.12K 153 -193 -56%
GWM
82
Grand Wealth Management
Michigan
$6.66K 143 +143 New
AF
83
Allworth Financial
California
$5.54K 119 +119 New
BCWM
84
Bartlett & Co Wealth Management
Ohio
$5.35K 115 +115 New
BC
85
Bartlett & Co
Ohio
$5K 115 +115 New
HNB
86
Huntington National Bank
Ohio
– – – –
TWM
87
Tradition Wealth Management
Minnesota
$4K 88 -2,927 -97%
GWSG
88
GPS Wealth Strategies Group
Colorado
$2.37K 51 – –
BIA
89
Bell Investment Advisors
California
$2.36K 51 +1 +2%
LFG
90
Larson Financial Group
Missouri
$1.96K 42 – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$1.91K 41 +41 New
CMP
92
Coston McIsaac & Partners
Maine
$1K 37 – –
SPIA
93
Steward Partners Investment Advisory
New York
$293 6 – –
Wells Fargo
94
Wells Fargo
California
– – – –
GWSA
95
Global Wealth Strategies & Associates
Colorado
– – – –
NWM
96
Nicola Wealth Management
British Columbia, Canada
– – -20,000 Closed
AAS
97
Ameritas Advisory Services
Nebraska
– – -3,242 Closed
BAM
98
Belpointe Asset Management
Nevada
– – -563 Closed
MFAM
99
M Financial Asset Management
Oregon
– – -131 Closed
FFA
100
Farther Finance Advisors
California
– – -32 Closed
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4
5