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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

76 hedge funds and large institutions have $155M invested in iShares USD Green Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$37.2M
2
Jane Street
2
Jane Street
New York
$13.1M
3
Bank of America
3
Bank of America
North Carolina
$4.88M
4
FTUS
4
Flow Traders U.S.
New York
$1.28M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.07M

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$289K
2
UBS Group
2
UBS Group
Switzerland
$4.08M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.14M
4
FANJ
4
Financial Architects (New Jersey)
New Jersey
$0
5
MWM
5
Mascoma Wealth Management
New Hampshire
$708K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$38.7M 810,027 +5,169 +0.6%
PCA
2
Personal Capital Advisors
California
$37.2M 778,768 +778,768 New
Jane Street
3
Jane Street
New York
$13.1M 275,229 +33,951 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.78M 162,827 -12,089 -7%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$5.13M 107,449 – –
Bank of America
6
Bank of America
North Carolina
$4.88M 102,098 +26,865 +36%
SA
7
Stewardship Advisors
Pennsylvania
$4.45M 93,254 -2,666 -3%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$4.31M 90,200 – –
UBS Group
9
UBS Group
Switzerland
$4.08M 85,466 -27,819 -25%
CAN
10
Cetera Advisor Networks
California
$3.19M 66,832 +1,766 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.37M 49,563 -371 -0.7%
LWP
12
Laurel Wealth Planning
Minnesota
$2.07M 43,411 +1,010 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$2.07M 43,279 +12,863 +42%
BFG
14
Berger Financial Group
Minnesota
$2.02M 42,345 -3,033 -7%
Creative Planning
15
Creative Planning
Kansas
$1.84M 38,486 +3,210 +9%
LPL Financial
16
LPL Financial
California
$1.82M 38,183 -4,891 -11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.78M 37,351 +11,326 +44%
FTUS
18
Flow Traders U.S.
New York
$1.28M 26,856 +19,523 +266%
ASN
19
Advisory Services Network
Georgia
$1.23M 25,800 +3,526 +16%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$1.19M 25,000 – –
Osaic Holdings
21
Osaic Holdings
Arizona
$1.14M 23,903 -21,645 -48%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.11M 23,074 +11,817 +105%
BBW
23
Blue Barn Wealth
Utah
$755K 15,811 +136 +0.9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$731K 15,302 -1,531 -9%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$728K 15,253 +4,291 +39%
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