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iShares USD Green Bond ETF

115 hedge funds and large institutions have $300M invested in iShares USD Green Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 56 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
76
Morton Brown Family Wealth
Pennsylvania
$168K
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$159K
LI
78
LRI Investments
Florida
$148K
S
79
Sachetta
Massachusetts
$123K
PA
80
Parallel Advisors
California
$113K
WP
81
WealthShield Partners
North Carolina
$112K
AAS
82
Ameritas Advisory Services
Nebraska
$112K
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.9K
CAM
84
Clarity Asset Management
Iowa
$71K
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$71K
SPIA
86
Steward Partners Investment Advisory
New York
$69K
TC
87
Trust Company
Kansas
$68.3K
WOSD
88
WFA of San Diego
California
$63.9K
CIAS
89
CBIZ Investment Advisory Services
Ohio
$51.5K
FCG
90
Financial Connections Group
California
$49K
ST
91
Smithfield Trust
Pennsylvania
$44K
RFS
92
Richardson Financial Services
Massachusetts
$37.4K
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$35.2K
B
94
Birchbrook
Maine
$22.2K
AIC
95
Archer Investment Corporation
Indiana
$22.1K
SA
96
Scarborough Advisors
Maryland
$20.3K
PP
97
Pacifica Partners
Canada
$19.8K
FP
98
Financial Perspectives
Minnesota
$16.9K
IA
99
IFP Advisors
Florida
$14.6K
MAFA
100
MJT & Associates Financial Advisory
Minnesota
$10.5K