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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in iShares USD Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
54
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$5.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.2M
3
Betterment LLC
3
Betterment LLC
New York
$60.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$46.7M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$477K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$3.24M
5
BFG
5
Berger Financial Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
76
CIBC Private Wealth Group
Georgia
$189K 4,070 – –
Jones Financial Companies
77
Jones Financial Companies
Missouri
$171K 3,666 +740 +25%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$155K 3,332 – –
MBFW
79
Morton Brown Family Wealth
Pennsylvania
$154K 3,298 +1,235 +60%
AWM
80
Avior Wealth Management
Nebraska
$138K 2,966 +41 +1%
HHGA
81
Halbert Hargrove Global Advisors
California
$131K 2,804 +2,804 New
CA
82
Continuum Advisory
Idaho
$111K 2,376 +1 +0%
S
83
Sachetta
Massachusetts
$110K 2,370 +385 +19%
WP
84
WealthShield Partners
North Carolina
$110K 2,369 -80 -3%
TCOV
85
Trust Company of Vermont
Vermont
$78K 1,673 +1,673 New
CAM
86
Clarity Asset Management
Iowa
$76.6K 1,643 +33 +2%
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.6K 1,643 – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$75K 1,616 -3,483 -68%
SPIA
89
Steward Partners Investment Advisory
New York
$73.7K 1,580 +98 +7%
TC
90
Trust Company
Kansas
$70.4K 1,509 +103 +7%
CIAS
91
CBIZ Investment Advisory Services
Ohio
$49.5K 1,061 +15 +1%
ST
92
Smithfield Trust
Pennsylvania
$43K 920 – –
CA
93
Clearstead Advisors
Ohio
$38.3K 821 – –
RFS
94
Richardson Financial Services
Massachusetts
$36.6K 785 -763 -49%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$34.4K 738 +183 +33%
B
96
Birchbrook
Maine
$22.3K 479 – –
AIC
97
Archer Investment Corporation
Indiana
$21.6K 463 – –
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$21.1K 452 +452 New
AF
99
Allworth Financial
California
$20.3K 435 -220 -34%
TRCT
100
Tower Research Capital (TRC)
New York
$20.1K 432 +432 New
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4
5