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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 %
PP
101
Pacifica Partners
Canada
$19.4K 417 – –
FP
102
Financial Perspectives
Minnesota
$16.3K 349 +5 +1%
IA
103
IFP Advisors
Florida
$11.1K 239 – –
FVIM
104
Fort Vancouver Investment Management
Washington
$7.51K 161 – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$5.36K 115 – –
MWM
106
Mascoma Wealth Management
New Hampshire
$5.03K 108 – –
SAM
107
Synergy Asset Management
Washington
$3.14K 65 +65 New
LFG
108
Larson Financial Group
Missouri
$2.04K 44 +1 +2%
SRCM
109
Signature Resources Capital Management
California
$1.59K 34 – –
DF
110
Dunhill Financial
United Kingdom
$1.49K 32 – –
HI
111
Harbour Investments
Wisconsin
$1.45K 31 – –
JFA
112
JNBA Financial Advisors
Minnesota
$1.17K 25 +25 New
CMP
113
Coston McIsaac & Partners
Maine
$1K 40 +1 +3%
FDCP
114
Foster Dykema Cabot & Partners
Massachusetts
$186 4 -272 -99%
BlackRock
115
BlackRock
New York
$43 1 +1 New
Wells Fargo
116
Wells Fargo
California
$36 1 – –
GWSA
117
Global Wealth Strategies & Associates
Colorado
– – – –
MCM
118
Manchester Capital Management
Vermont
– – -1 Closed
Pathstone Holdings
119
Pathstone Holdings
New Jersey
– – -36,187 Closed
ASN
120
Advisory Services Network
Georgia
– – -21,630 Closed
BFG
121
Berger Financial Group
Minnesota
– – -6,035 Closed
CWM
122
Congress Wealth Management
Massachusetts
– – -4,839 Closed
OSAM
123
O'Shaughnessy Asset Management
Connecticut
– – -95 Closed
CFGS
124
Concourse Financial Group Securities
Alabama
– – – –
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