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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

72 hedge funds and large institutions have $138M invested in iShares USD Green Bond ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-4
Holders Change %
-5.26%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
27
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
1
Personal Capital Advisors
California
$39.9M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.67M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$1.58M
4
Ameriprise
4
Ameriprise
Minnesota
$834K
5
Bank of America
5
Bank of America
North Carolina
$5.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$463K
2
NWM
2
Nicola Wealth Management
British Columbia, Canada
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LPL Financial
4
LPL Financial
California
$632K
5
UBS Group
5
UBS Group
Switzerland
$3.07M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
1
Personal Capital Advisors
California
$39.9M 874,706 +95,938 +12%
Betterment LLC
2
Betterment LLC
New York
$38.7M 810,027 – –
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.46M 163,706 +879 +0.5%
Bank of America
4
Bank of America
North Carolina
$5.46M 119,902 +17,804 +17%
SA
5
Stewardship Advisors
Pennsylvania
$4.41M 96,846 +3,592 +4%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$4.11M 90,200 – –
CAN
7
Cetera Advisor Networks
California
$3.1M 67,955 +1,123 +2%
UBS Group
8
UBS Group
Switzerland
$3.07M 67,427 -18,039 -21%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.67M 58,478 +21,127 +57%
LWP
10
Laurel Wealth Planning
Minnesota
$2.12M 46,535 +3,124 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.1M 46,018 -3,545 -7%
Creative Planning
12
Creative Planning
Kansas
$1.91M 41,943 +3,457 +9%
BFG
13
Berger Financial Group
Minnesota
$1.88M 41,198 -1,147 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$1.72M 37,770 -5,509 -13%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$1.58M 34,643 +20,374 +143%
Bank Julius Baer & Co
16
Bank Julius Baer & Co
Switzerland
$1.43M 31,298 +6,298 +25%
ASN
17
Advisory Services Network
Georgia
$1.14M 24,965 -835 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.04M 22,801 -1,102 -5%
Ameriprise
19
Ameriprise
Minnesota
$834K 18,298 +18,298 New
HighTower Advisors
20
HighTower Advisors
Illinois
$819K 18,036 -5,038 -22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$807K 17,703 +2,401 +16%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$770K 16,903 +1,650 +11%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$733K 16,092 +16,092 New
BBW
24
Blue Barn Wealth
Utah
$720K 15,797 -14 -0.1%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$714K 15,664 +1,940 +14%
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