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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

100 hedge funds and large institutions have $218M invested in iShares USD Green Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
36
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.3M
3
FF
3
Francis Financial
$9.82M
4
RSWA
4
Robinson Smith Wealth Advisors
Maine
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$7.96M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.37M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.5M
3
SA
3
Stewardship Advisors
Pennsylvania
$4.73M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.32M
5
BFG
5
Berger Financial Group
Minnesota
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
National Bank of Canada
76
National Bank of Canada
Quebec, Canada
$54.8K 1,166 – –
BFA
77
BBJS Financial Advisors
Washington
$52K 1,100 – –
ST
78
Smithfield Trust
Pennsylvania
$43K 920 – –
DF
79
Dunhill Financial
United Kingdom
$29.8K 630 +630 New
MWM
80
Mascoma Wealth Management
New Hampshire
$23.3K 493 -11 -2%
AIC
81
Archer Investment Corporation
Indiana
$21.9K 463 – –
SA
82
Scarborough Advisors
Maryland
$21.6K 457 +457 New
B
83
Birchbrook
Maine
$18.4K 390 +390 New
AF
84
Allworth Financial
California
$16K 339 +220 +185%
FP
85
Financial Perspectives
Minnesota
$15.8K 335 +4 +1%
Morgan Stanley
86
Morgan Stanley
New York
$14.5K 306 +154 +101%
SPIA
87
Steward Partners Investment Advisory
New York
$10.1K 213 +207 +3,450%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$5.43K 115 – –
BC
89
Bartlett & Co
Ohio
$5K 115 – –
GWM
90
Geneos Wealth Management
Colorado
$3.54K 75 +17 +29%
FFA
91
Farther Finance Advisors
California
$2.74K 58 +58 New
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$2.6K 55 +30 +120%
SRCM
93
Signature Resources Capital Management
California
$2.6K 55 +55 New
CJ
94
Caitlin John
Michigan
$2.41K 51 +51 New
LFG
95
Larson Financial Group
Missouri
$1.98K 42 – –
Wells Fargo
96
Wells Fargo
California
$1.12K 24 +19 +380%
CMP
97
Coston McIsaac & Partners
Maine
$1K 38 – –
BIA
98
Bell Investment Advisors
California
$458 10 – –
SSB
99
Sandy Spring Bank
Maryland
$95 2 +2 New
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$47 1 – –
1 2 3
4
5