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iShares USD Green Bond ETF

116 hedge funds and large institutions have $292M invested in iShares USD Green Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
26
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
76
Ally Invest Advisors
North Carolina
$202K +$202K +4,267 New
CIBC Private Wealth Group
77
CIBC Private Wealth Group
Georgia
$190K
Jones Financial Companies
78
Jones Financial Companies
Missouri
$182K +$9.4K +199 +5%
MBFW
79
Morton Brown Family Wealth
Pennsylvania
$163K +$7.29K +154 +5%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$158K
LI
81
LRI Investments
Florida
$147K +$147K +3,099 New
S
82
Sachetta
Massachusetts
$114K +$1.28K +27 +1%
PA
83
Parallel Advisors
California
$113K +$113K +2,378 New
CA
84
Continuum Advisory
Idaho
$112K -$284 -6 -0.3%
WP
85
WealthShield Partners
North Carolina
$112K
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.8K
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$71K -$5.9K -124 -8%
CAM
88
Clarity Asset Management
Iowa
$70.4K -$7.39K -156 -9%
TC
89
Trust Company
Kansas
$69.2K -$2.23K -47 -3%
SPIA
90
Steward Partners Investment Advisory
New York
$67.4K -$7.43K -157 -10%
CIAS
91
CBIZ Investment Advisory Services
Ohio
$50.6K +$332 +7 +0.7%
ST
92
Smithfield Trust
Pennsylvania
$44K
CA
93
Clearstead Advisors
Ohio
$38.9K
RFS
94
Richardson Financial Services
Massachusetts
$37.2K
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$34.9K
B
96
Birchbrook
Maine
$22.7K
AIC
97
Archer Investment Corporation
Indiana
$21.9K
PP
98
Pacifica Partners
Canada
$19.8K
FP
99
Financial Perspectives
Minnesota
$16.7K +$142 +3 +0.9%
MAFA
100
MJT & Associates Financial Advisory
Minnesota
$16.5K +$16.5K +348 New