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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

76 hedge funds and large institutions have $127M invested in iShares USD Green Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$40.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.54M
3
SA
3
Stewardship Advisors
Pennsylvania
$4.85M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.15M
5
LPL Financial
5
LPL Financial
California
$2.18M

Top Sellers

1
KL
1
KilterHowling LLC
Colorado
$450K
2
UBS Group
2
UBS Group
Switzerland
$5.73M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
NWM
4
Nicola Wealth Management
British Columbia, Canada
$5.44M
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$40.7M 804,858 +54,552 +7%
Jane Street
2
Jane Street
New York
$12.2M 241,278 +14,363 +6%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.85M 174,916 -818 -0.5%
UBS Group
4
UBS Group
Switzerland
$5.73M 113,285 -86,615 -43%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$5.44M 107,449 -24,412 -19%
SA
6
Stewardship Advisors
Pennsylvania
$4.85M 95,920 +25,600 +36%
HSBC Holdings
7
HSBC Holdings
United Kingdom
$4.56M 90,200 -4,700 -5%
KPWS
8
Kestra Private Wealth Services
Texas
$3.89M 76,809 +1,658 +2%
Bank of America
9
Bank of America
North Carolina
$3.81M 75,233 +1,044 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.39M 45,548 +4,009 +10%
CAN
11
Cetera Advisor Networks
California
$3.29M 65,066 +1,800 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.53M 49,934 -5,044 -9%
BFG
13
Berger Financial Group
Minnesota
$2.3M 45,378 -2,778 -6%
LPL Financial
14
LPL Financial
California
$2.18M 43,074 +14,502 +51%
LWP
15
Laurel Wealth Planning
Minnesota
$2.15M 42,401 +15,712 +59%
Creative Planning
16
Creative Planning
Kansas
$1.78M 35,276 -7,502 -18%
MWM
17
Mascoma Wealth Management
New Hampshire
$1.6M 31,599 +10,820 +52%
Citadel Advisors
18
Citadel Advisors
Florida
$1.54M 30,416 +30,416 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.32M 26,025 +5,385 +26%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$1.27M 25,000 – –
ASN
21
Advisory Services Network
Georgia
$1.13M 22,274 +1,371 +7%
FANJ
22
Financial Architects (New Jersey)
New Jersey
$932K 18,420 -342 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$852K 16,833 -2,423 -13%
BBW
24
Blue Barn Wealth
Utah
$793K 15,675 +54 +0.3%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$705K 13,939 +1,635 +13%
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