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iShares USD Green Bond ETF

107 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
46
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
76
WealthShield Partners
North Carolina
$116K 2,484
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K 2,443
CA
78
Continuum Advisory
Idaho
$109K 2,364 +2,364 New
MBFW
79
Morton Brown Family Wealth
Pennsylvania
$99.4K 2,119 +493 +30%
S
80
Sachetta
Massachusetts
$91.6K 1,940
CA
81
Clearstead Advisors
Ohio
$80K 1,727
TC
82
Trust Company
Kansas
$66.6K 1,421 +29 +2%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$62.6K 1,335 +1,280 +2,327%
FDCP
84
Foster Dykema Cabot & Partners
Massachusetts
$55.2K 1,178 +1,178 New
BFA
85
BBJS Financial Advisors
Washington
$51.6K 1,100
CIAS
86
CBIZ Investment Advisory Services
Ohio
$48.1K 1,025 +1,025 New
ST
87
Smithfield Trust
Pennsylvania
$43K 920
RFS
88
Richardson Financial Services
Massachusetts
$35.8K 763 +763 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$35.3K 751 +751 New
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$25.6K 555 -611 -52%
B
91
Birchbrook
Maine
$21.9K 466 +76 +19%
AIC
92
Archer Investment Corporation
Indiana
$21.7K 463
SA
93
Scarborough Advisors
Maryland
$21.6K 460 +3 +0.7%
AF
94
Allworth Financial
California
$15.9K 339
FP
95
Financial Perspectives
Minnesota
$15.8K 338 +3 +0.9%
SPIA
96
Steward Partners Investment Advisory
New York
$10K 213
MWM
97
Mascoma Wealth Management
New Hampshire
$9.28K 198 -295 -60%
FFA
98
Frazier Financial Advisors
Ohio
$8.66K 185 +185 New
BCWM
99
Bartlett & Co Wealth Management
Ohio
$5.39K 115
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$4.88K 104 +104 New