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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 %
BCWM
101
Bartlett & Co Wealth Management
Ohio
$5.35K 115 – –
MWM
102
Mascoma Wealth Management
New Hampshire
$5.02K 108 -90 -45%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$4.42K 95 +95 New
LFG
104
Larson Financial Group
Missouri
$1.99K 43 +1 +2%
SRCM
105
Signature Resources Capital Management
California
$1.58K 34 -21 -38%
DF
106
Dunhill Financial
United Kingdom
$1.49K 32 – –
HI
107
Harbour Investments
Wisconsin
$1.44K 31 +31 New
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.4K 30 -1,305 -98%
CMP
109
Coston McIsaac & Partners
Maine
$1K 39 +1 +3%
FDCP
110
Foster Dykema Cabot & Partners
Massachusetts
$791 17 -1,161 -99%
MCM
111
Manchester Capital Management
Vermont
$47 1 – –
Wells Fargo
112
Wells Fargo
California
– – – –
GWSA
113
Global Wealth Strategies & Associates
Colorado
– – – –
Goldman Sachs
114
Goldman Sachs
New York
– – -21,870 Closed
RCS
115
Retirement Capital Strategies
California
– – -8,065 Closed
BPA
116
Beacon Pointe Advisors
California
– – -4,665 Closed
CIC
117
Carnegie Investment Counsel
Ohio
– – -4,340 Closed
Wealth Enhancement Advisory Services
118
Wealth Enhancement Advisory Services
Minnesota
– – -4,317 Closed
FFA
119
Frazier Financial Advisors
Ohio
– – -185 Closed
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
– – -104 Closed
BIA
121
Bell Investment Advisors
California
– – -10 Closed
JPMorgan Chase & Co
122
JPMorgan Chase & Co
New York
$0 1 – –
CFGS
123
Concourse Financial Group Securities
Alabama
– – – –
1 2 3 4
5