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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

112 hedge funds and large institutions have $249M invested in iShares USD Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$55.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.6M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
FF
5
Francis Financial
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$617K
2
SA
2
Stewardship Advisors
Pennsylvania
$2.49M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$1.64M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$156K 3,332 +2,581 +344%
AWM
77
Avior Wealth Management
Nebraska
$135K 2,895 +28 +1%
WP
78
WealthShield Partners
North Carolina
$116K 2,484 – –
CA
79
Continuum Advisory
Idaho
$110K 2,356 -8 -0.3%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$97K 2,063 -56 -3%
S
81
Sachetta
Massachusetts
$93.2K 1,978 +38 +2%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.5K 1,643 -800 -33%
TC
83
Trust Company
Kansas
$66.2K 1,421 – –
SPIA
84
Steward Partners Investment Advisory
New York
$63.7K 1,369 +1,156 +543%
WOSD
85
WFA of San Diego
California
$62.4K 1,341 +1,341 New
BFA
86
BBJS Financial Advisors
Washington
$51.2K 1,100 – –
CIAS
87
CBIZ Investment Advisory Services
Ohio
$48.2K 1,036 +11 +1%
ST
88
Smithfield Trust
Pennsylvania
$43K 920 – –
CA
89
Clearstead Advisors
Ohio
$38.2K 821 -906 -52%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$37.3K 801 +801 New
RFS
91
Richardson Financial Services
Massachusetts
$35.5K 763 – –
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$25.6K 555 – –
B
93
Birchbrook
Maine
$21.7K 466 – –
SA
94
Scarborough Advisors
Maryland
$21.6K 465 +5 +1%
AIC
95
Archer Investment Corporation
Indiana
$21.5K 463 – –
PP
96
Pacifica Partners
Canada
$19.4K 417 +417 New
AF
97
Allworth Financial
California
$15.9K 339 – –
FP
98
Financial Perspectives
Minnesota
$15.9K 341 +3 +0.9%
IA
99
IFP Advisors
Florida
$11.1K 239 +239 New
FVIM
100
Fort Vancouver Investment Management
Washington
$7.49K 161 +161 New
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