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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

58 hedge funds and large institutions have $88.7M invested in iShares USD Green Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+11
Holders Change %
+23.4%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
30
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$19.9M
2
BFG
2
Berger Financial Group
Minnesota
$5.16M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.18M
4
KPWS
4
Kestra Private Wealth Services
Texas
$2.88M
5
Jane Street
5
Jane Street
New York
$3.56M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$9.07M
2
OMC
2
Old Mission Capital
Illinois
$225K
3
DAS
3
Dynamic Advisor Solutions
Arizona
$1.23M
4
PP
4
Prudential plc
United Kingdom
$486K
5
AIC
5
Archer Investment Corporation
Indiana
$37.3K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$19.9M 363,291 +136,121 +60%
UBS Group
2
UBS Group
Switzerland
$9.07M 165,957 -14,659 -8%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$8.2M 150,000 +20,000 +15%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.51M 100,849 +20,895 +26%
BFG
5
Berger Financial Group
Minnesota
$5.16M 94,468 +81,477 +627%
Bank of America
6
Bank of America
North Carolina
$3.87M 70,748 +7,009 +11%
Jane Street
7
Jane Street
New York
$3.56M 65,127 +50,049 +332%
Citadel Advisors
8
Citadel Advisors
Florida
$3.18M 58,252 +58,252 New
KPWS
9
Kestra Private Wealth Services
Texas
$2.88M 52,635 +52,635 New
SA
10
Stewardship Advisors
Pennsylvania
$2.82M 51,551 -286 -0.6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.44M 44,582 +5,926 +15%
AWP
12
Abacus Wealth Partners
California
$2.07M 37,956 +3,752 +11%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.76M 32,110 +6,031 +23%
WS
14
Wedbush Securities
California
$1.55M 28,386 +22,047 +348%
FIG
15
FundX Investment Group
California
$1.34M 24,561 +1,337 +6%
FTUS
16
Flow Traders U.S.
New York
$1.27M 23,310 +10,524 +82%
DAS
17
Dynamic Advisor Solutions
Arizona
$1.23M 22,581 -3,035 -12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.16M 21,266 +2,935 +16%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$1.09M 20,000 – –
Creative Planning
20
Creative Planning
Kansas
$1M 18,375 +11,799 +179%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$920K 16,838 +1,746 +12%
ASN
22
Advisory Services Network
Georgia
$808K 14,774 +5,375 +57%
LPL Financial
23
LPL Financial
California
$751K 13,744 +5,953 +76%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$743K 13,592 +3,715 +38%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$635K 11,622 +11,622 New
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