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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

108 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
51
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$25.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.6M
3
Betterment LLC
3
Betterment LLC
New York
$58.8M
4
FF
4
Francis Financial
$16.6M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$534K

Top Sellers

1
RSWA
1
Robinson Smith Wealth Advisors
Maine
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GAM
5
Gould Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WP
76
WealthShield Partners
North Carolina
$118K 2,449 -35 -1%
CA
77
Continuum Advisory
Idaho
$112K 2,375 +19 +0.8%
MBFW
78
Morton Brown Family Wealth
Pennsylvania
$99.7K 2,063 – –
S
79
Sachetta
Massachusetts
$95.9K 1,985 +7 +0.4%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.4K 1,643 – –
CAM
81
Clarity Asset Management
Iowa
$77.8K 1,610 -1,861 -54%
RFS
82
Richardson Financial Services
Massachusetts
$73.5K 1,548 +785 +103%
SPIA
83
Steward Partners Investment Advisory
New York
$71.6K 1,482 +113 +8%
TC
84
Trust Company
Kansas
$68K 1,406 -15 -1%
WOSD
85
WFA of San Diego
California
$64.8K 1,341 – –
BFA
86
BBJS Financial Advisors
Washington
$53.2K 1,100 – –
CIAS
87
CBIZ Investment Advisory Services
Ohio
$50.6K 1,046 +10 +1%
ST
88
Smithfield Trust
Pennsylvania
$44K 920 – –
CA
89
Clearstead Advisors
Ohio
$39.7K 821 – –
AF
90
Allworth Financial
California
$31.7K 655 +316 +93%
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$26.8K 555 – –
B
92
Birchbrook
Maine
$23.2K 479 +13 +3%
AIC
93
Archer Investment Corporation
Indiana
$22.4K 463 – –
PP
94
Pacifica Partners
Canada
$20.2K 417 – –
FP
95
Financial Perspectives
Minnesota
$16.6K 344 +3 +0.9%
FDCP
96
Foster Dykema Cabot & Partners
Massachusetts
$13.3K 276 +259 +1,524%
IA
97
IFP Advisors
Florida
$11.6K 239 – –
FVIM
98
Fort Vancouver Investment Management
Washington
$7.78K 161 – –
BCWM
99
Bartlett & Co Wealth Management
Ohio
$5.56K 115 – –
MWM
100
Mascoma Wealth Management
New Hampshire
$5.22K 108 – –
1 2 3
4
5