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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

91 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.6M
2
Betterment LLC
2
Betterment LLC
New York
$43.9M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.54M
4
FF
4
Francis Financial
$9.04M
5
Jane Street
5
Jane Street
New York
$877K

Top Sellers

1
NWM
1
Nicola Wealth Management
British Columbia, Canada
$0
2
MWM
2
Mascoma Wealth Management
New Hampshire
$23.3K
3
BFG
3
Berger Financial Group
Minnesota
$1.48M
4
LWP
4
Laurel Wealth Planning
Minnesota
$2.46M
5
FTUS
5
Flow Traders U.S.
New York
$539K
Name Market Value Shares Shares
Change 		Shares
Change %
Empower Advisory Group
1
Empower Advisory Group
Colorado
$44M 945,222 +14,265 +2%
Betterment LLC
2
Betterment LLC
New York
$43.9M 943,138 +44,668 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.6M 293,207 +164,265 +127%
FF
4
Francis Financial
$9.04M 194,205 +24,270 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.96M 171,102 +466 +0.3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$6.54M 140,579 +34,858 +33%
Bank of America
7
Bank of America
North Carolina
$5.18M 111,224 +10,337 +10%
SA
8
Stewardship Advisors
Pennsylvania
$4.99M 107,273 +11,719 +12%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$3.62M 77,900 -1,600 -2%
PI
10
PFS Investments
Georgia
$3.38M 72,602 +3,451 +5%
CAN
11
Cetera Advisor Networks
California
$3.31M 71,131 -199 -0.3%
LPL Financial
12
LPL Financial
California
$3.21M 69,072 -2,357 -3%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$2.66M 57,130 +9,130 +19%
UBS Group
14
UBS Group
Switzerland
$2.59M 55,565 -1,040 -2%
LWP
15
Laurel Wealth Planning
Minnesota
$2.46M 52,935 -5,410 -9%
Creative Planning
16
Creative Planning
Kansas
$2.38M 51,247 +3,058 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.51M 32,460 +2,372 +8%
BFG
18
Berger Financial Group
Minnesota
$1.48M 31,813 -6,524 -17%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.41M 30,388 +5,217 +21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.22M 26,238 -4,102 -14%
ASN
21
Advisory Services Network
Georgia
$1.16M 24,958 -78 -0.3%
AssetMark Inc
22
AssetMark Inc
California
$1.13M 24,319 +9,413 +63%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$887K 19,071 -2,040 -10%
Jane Street
24
Jane Street
New York
$877K 18,851 +18,851 New
DAS
25
Dynamic Advisor Solutions
Arizona
$858K 18,439 +3,515 +24%
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