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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

61 hedge funds and large institutions have $112M invested in iShares USD Green Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$34.1M
2
Jane Street
2
Jane Street
New York
$5.77M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.09M
4
WS
4
Wedbush Securities
California
$3.94M
5
UBS Group
5
UBS Group
Switzerland
$10.5M

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$8.51M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.04M
3
FTUS
3
Flow Traders U.S.
New York
$222K
4
LPL Financial
4
LPL Financial
California
$1.15M
5
WCFA
5
Walkner Condon Financial Advisors
Wisconsin
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$34.1M 622,349 +125,801 +25%
UBS Group
2
UBS Group
Switzerland
$10.5M 191,773 +24,018 +14%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$8.51M 155,000 -60,000 -28%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.31M 133,178 +20,983 +19%
Jane Street
5
Jane Street
New York
$5.77M 105,197 +81,903 +352%
KPWS
6
Kestra Private Wealth Services
Texas
$4.08M 74,285 +3,196 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.05M 73,726 +19,991 +37%
WS
8
Wedbush Securities
California
$3.94M 71,866 +28,603 +66%
Bank of America
9
Bank of America
North Carolina
$3.89M 70,814 -962 -1%
SA
10
Stewardship Advisors
Pennsylvania
$3.82M 69,604 +18,946 +37%
BFG
11
Berger Financial Group
Minnesota
$2.91M 53,075 -3,866 -7%
SG Americas Securities
12
SG Americas Securities
New York
$2.09M 38,125 +38,125 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.97M 35,852 +1,835 +5%
Creative Planning
14
Creative Planning
Kansas
$1.97M 35,865 +4,959 +16%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$1.37M 25,000 +9 +0%
LPL Financial
16
LPL Financial
California
$1.15M 20,927 -11,744 -36%
ASN
17
Advisory Services Network
Georgia
$1.1M 20,068 +3,848 +24%
FIG
18
FundX Investment Group
California
$1.09M 19,843 -3,381 -15%
Citadel Advisors
19
Citadel Advisors
Florida
$1.04M 18,892 -51,727 -73%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$1.02M 18,528 +1,379 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$979K 17,845 -35 -0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$892K 16,258 +2,438 +18%
BBW
23
Blue Barn Wealth
Utah
$793K 14,460 – –
MWM
24
Mascoma Wealth Management
New Hampshire
$635K 11,573 +898 +8%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$616K 11,224 +2,353 +27%
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