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iShares USD Green Bond ETF

39 hedge funds and large institutions have $40.1M invested in iShares USD Green Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.92M +$2.57M +46,205 +40%
NWM
2
Nicola Wealth Management
British Columbia, Canada
$6.67M +$1.95M +35,000 +41%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.1M +$555K +9,982 +16%
Bank of America
4
Bank of America
North Carolina
$3.24M +$1.51M +27,136 +87%
SA
5
Stewardship Advisors
Pennsylvania
$2.7M +$287K +5,127 +12%
Jane Street
6
Jane Street
New York
$1.93M +$639K +11,495 +50%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.91M +$293K +5,272 +18%
FIG
8
FundX Investment Group
California
$1.29M +$222 +4 +0%
BCM
9
Brookstone Capital Management
Illinois
$1.17M +$140K +2,521 +14%
FTUS
10
Flow Traders U.S.
New York
$825K -$83.9K -1,509 -9%
FANJ
11
Financial Architects (New Jersey)
New Jersey
$809K +$25K +449 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$748K +$256K +4,598 +52%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$585K +$121K +2,170 +26%
LFASL
14
Lugano Financial Advisors SA (LFA)
Switzerland
$551K
RCS
15
Retirement Capital Strategies
California
$549K +$549K +9,818 New
PP
16
Prudential plc
United Kingdom
$543K +$543K +9,770 New
ASN
17
Advisory Services Network
Georgia
$471K +$56 +1 +0%
DAS
18
Dynamic Advisor Solutions
Arizona
$440K +$201K +3,625 +84%
WS
19
Wedbush Securities
California
$372K -$26.1K -470 -7%
EWF
20
Epstein & White Financial
California
$320K +$722 +13 +0.2%
WR
21
Watson Rebecca
$300K +$3.33K +60 +1%
Stifel Financial
22
Stifel Financial
Missouri
$300K +$300K +5,409 New
LPL Financial
23
LPL Financial
California
$281K +$281K +5,062 New
VPIM
24
Vanguard Personalized Indexing Management
California
$235K +$235K +4,228 New
AssetMark Inc
25
AssetMark Inc
California
$202K -$32.9K -590 -14%