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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$43.9M
2
FF
2
Francis Financial
$8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.07M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$4.98M
5
LPL Financial
5
LPL Financial
California
$3.36M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
OMC
2
Old Mission Capital
Illinois
$0
3
Ameriprise
3
Ameriprise
Minnesota
$553K
4
UBS Group
4
UBS Group
Switzerland
$2.67M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$43.9M 930,957 +930,957 New
Betterment LLC
2
Betterment LLC
New York
$42.3M 898,470 +21,141 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M 170,636 +439 +0.3%
FF
4
Francis Financial
$8M 169,935 +162,202 +2,098%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.07M 128,942 +63,078 +96%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.98M 105,721 +58,215 +123%
Bank of America
7
Bank of America
North Carolina
$4.75M 100,887 +3,248 +3%
SA
8
Stewardship Advisors
Pennsylvania
$4.5M 95,554 +522 +0.5%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$3.74M 79,500 -7,700 -9%
LPL Financial
10
LPL Financial
California
$3.36M 71,429 +56,094 +366%
CAN
11
Cetera Advisor Networks
California
$3.36M 71,330 +3,127 +5%
PI
12
PFS Investments
Georgia
$3.27M 69,151 +6,360 +10%
LWP
13
Laurel Wealth Planning
Minnesota
$2.75M 58,345 +9,861 +20%
UBS Group
14
UBS Group
Switzerland
$2.67M 56,605 -8,357 -13%
Creative Planning
15
Creative Planning
Kansas
$2.27M 48,189 +648 +1%
Bank Julius Baer & Co
16
Bank Julius Baer & Co
Switzerland
$2.26M 48,000 – –
BFG
17
Berger Financial Group
Minnesota
$1.81M 38,337 -2,591 -6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.42M 30,088 +4,298 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.19M 25,171 +2,723 +12%
ASN
20
Advisory Services Network
Georgia
$1.18M 25,036 -561 -2%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$993K 21,111 +2,239 +12%
NWM
22
Nicola Wealth Management
British Columbia, Canada
$942K 20,000 +20,000 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$808K 17,157 +1,748 +11%
BBW
24
Blue Barn Wealth
Utah
$800K 16,991 +991 +6%
Franklin Resources
25
Franklin Resources
California
$791K 16,801 +10,784 +179%
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