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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

47 hedge funds and large institutions have $61.7M invested in iShares USD Green Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+8
Holders Change %
+20.51%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$12.8M
2
UBS Group
UBS Group
Switzerland
+$1.13M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$1.13M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.03M
5
DAS
Dynamic Advisor Solutions
Arizona
+$995K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$1.17M
2
Jane Street
Jane Street
New York
-$1.1M
3
RCS
Retirement Capital Strategies
California
-$549K
4
JWM
JFG Wealth Management
Colorado
-$173K
5
FTUS
Flow Traders U.S.
New York
-$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$12.8M +$12.8M +227,170 New
UBS Group
2
UBS Group
Switzerland
$10.2M +$1.13M +20,173 +13%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$7.31M +$563K +10,000 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.5M +$345K +6,134 +8%
Bank of America
5
Bank of America
North Carolina
$3.59M +$302K +5,374 +9%
SA
6
Stewardship Advisors
Pennsylvania
$2.92M +$204K +3,624 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.17M +$237K +4,210 +12%
AWP
8
Abacus Wealth Partners
California
$1.92M +$1.92M +34,204 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.47M +$711K +12,635 +94%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.44M +$995K +17,696 +223%
FIG
11
FundX Investment Group
California
$1.31M +$337 +6 +0%
Bank Julius Baer & Co
12
Bank Julius Baer & Co
Switzerland
$1.13M +$1.13M +20,000 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.03M +$1.03M +18,331 New
FANJ
14
Financial Architects (New Jersey)
New Jersey
$849K +$30.7K +545 +4%
Jane Street
15
Jane Street
New York
$848K -$1.1M -19,620 -57%
BFG
16
Berger Financial Group
Minnesota
$731K +$731K +12,991 New
FTUS
17
Flow Traders U.S.
New York
$719K -$116K -2,054 -14%
LFASL
18
Lugano Financial Advisors SA (LFA)
Switzerland
$563K – – –
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$556K -$36.3K -644 -6%
PP
20
Prudential plc
United Kingdom
$550K – – –
CTC
21
Central Trust Company
Missouri
$546K +$546K +9,706 New
ASN
22
Advisory Services Network
Georgia
$529K +$51.8K +921 +11%
LPL Financial
23
LPL Financial
California
$438K +$153K +2,729 +54%
OMC
24
Old Mission Capital
Illinois
$429K +$429K +7,633 New
EWF
25
Epstein & White Financial
California
$396K +$71.8K +1,277 +22%
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