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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

94 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.33M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.39M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.32M
4
Betterment LLC
4
Betterment LLC
New York
$44M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$14.4M

Top Sellers

1
FF
1
Francis Financial
$7.53M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
BFG
3
Berger Financial Group
Minnesota
$1.11M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$249K
5
MA
5
Mutual Advisors
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
76
Mascoma Wealth Management
New Hampshire
$22.7K – – –
AIC
77
Archer Investment Corporation
Indiana
$20.9K -$27.8K -615 -57%
FP
78
Financial Perspectives
Minnesota
$14.9K +$135 +3 +0.9%
Morgan Stanley
79
Morgan Stanley
New York
$6.86K -$45 -1 -0.7%
GWM
80
Grand Wealth Management
Michigan
$6.45K – – –
AF
81
Allworth Financial
California
$5.37K – – –
BCWM
82
Bartlett & Co Wealth Management
Ohio
$5.19K – – –
BC
83
Bartlett & Co
Ohio
$5K – – –
TWM
84
Tradition Wealth Management
Minnesota
$3K -$826 -19 -22%
AWM
85
Abound Wealth Management
Tennessee
$2.66K +$2.66K +59 New
GWM
86
Geneos Wealth Management
Colorado
$2.62K +$2.62K +58 New
GWSG
87
GPS Wealth Strategies Group
Colorado
$2.3K – – –
LFG
88
Larson Financial Group
Missouri
$1.9K – – –
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$1.13K -$722 -16 -39%
CMP
90
Coston McIsaac & Partners
Maine
$1K +$26 +1 +3%
BIA
91
Bell Investment Advisors
California
$432 -$1.77K -41 -80%
SPIA
92
Steward Partners Investment Advisory
New York
$287 – – –
Wells Fargo
93
Wells Fargo
California
$214 +$214 +5 New
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$45 +$45 +1 New
GWSA
95
Global Wealth Strategies & Associates
Colorado
$4 -$4 – –
FTUS
96
Flow Traders U.S.
New York
– -$539K -11,572 Closed
MA
97
Mutual Advisors
Nebraska
– -$205K -4,408 Closed
CIC
98
Carnegie Investment Counsel
Ohio
– -$202K -4,340 Closed
HS
99
Horan Securities
United States
– -$45.1K -970 Closed
IA
100
IFP Advisors
Florida
– -$16.5K -355 Closed
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4
5