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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

60 hedge funds and large institutions have $97.6M invested in iShares USD Green Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
$27.2M
2
NWM
Nicola Wealth Management
British Columbia, Canada
$11.8M
3
LPL Financial
LPL Financial
California
$1.79M
4
KPWS
Kestra Private Wealth Services
Texas
$3.89M
5
WS
Wedbush Securities
California
$2.37M

Top Sellers

1
Jane Street
Jane Street
New York
$1.28M
2
BFG
Berger Financial Group
Minnesota
$3.12M
3
AWP
Abacus Wealth Partners
California
$268K
4
FP
Financial Perspectives
Minnesota
$17.1K
5
DAS
Dynamic Advisor Solutions
Arizona
$494K
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$27.2M +$7.29M +133,257 +37%
NWM
2
Nicola Wealth Management
British Columbia, Canada
$11.8M +$3.56M +65,000 +43%
UBS Group
3
UBS Group
Switzerland
$9.18M +$98.4K +1,798 +1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.14M +$621K +11,346 +11%
Bank of America
5
Bank of America
North Carolina
$3.93M +$56.3K +1,028 +1%
KPWS
6
Kestra Private Wealth Services
Texas
$3.89M +$1.01M +18,454 +35%
Citadel Advisors
7
Citadel Advisors
Florida
$3.87M +$677K +12,367 +21%
BFG
8
Berger Financial Group
Minnesota
$3.12M -$2.05M -37,527 -40%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.94M +$501K +9,153 +21%
SA
10
Stewardship Advisors
Pennsylvania
$2.77M -$48.9K -893 -2%
WS
11
Wedbush Securities
California
$2.37M +$814K +14,877 +52%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.86M +$104K +1,907 +6%
LPL Financial
13
LPL Financial
California
$1.79M +$1.04M +18,927 +138%
Creative Planning
14
Creative Planning
Kansas
$1.69M +$686K +12,531 +68%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$1.37M +$273K +4,991 +25%
Jane Street
16
Jane Street
New York
$1.28M -$2.29M -41,833 -64%
FTUS
17
Flow Traders U.S.
New York
$1.24M -$36.8K -672 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$979K -$185K -3,386 -16%
FANJ
19
Financial Architects (New Jersey)
New Jersey
$939K +$17K +311 +2%
ASN
20
Advisory Services Network
Georgia
$888K +$79.2K +1,446 +10%
BBW
21
Blue Barn Wealth
Utah
$792K +$792K +14,460 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$757K +$513K +9,366 +210%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$603K -$141K -2,571 -19%
MWM
24
Mascoma Wealth Management
New Hampshire
$584K +$85.3K +1,559 +17%
LFASL
25
Lugano Financial Advisors SA (LFA)
Switzerland
$547K – – –
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