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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

94 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$5.33M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$3.39M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$9.32M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$1.67M
5
Betterment LLC
5
Betterment LLC
New York
$44M

Top Sellers

1
FF
1
Francis Financial
$7.53M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
BFG
3
Berger Financial Group
Minnesota
$1.11M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$249K
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$44M 974,909 +31,771 +3%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$43.4M 961,142 +15,920 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.4M 319,191 +25,984 +9%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$9.32M 206,605 +66,026 +47%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.75M 171,792 +690 +0.4%
FF
6
Francis Financial
$7.53M 166,946 -27,259 -14%
Bank of America
7
Bank of America
North Carolina
$6.17M 136,728 +25,504 +23%
Jane Street
8
Jane Street
New York
$5.33M 118,050 +99,199 +526%
SA
9
Stewardship Advisors
Pennsylvania
$4.99M 110,524 +3,251 +3%
CAN
10
Cetera Advisor Networks
California
$3.61M 79,914 +8,783 +12%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.51M 77,900 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.39M 75,016 +75,016 New
LPL Financial
13
LPL Financial
California
$3.15M 69,852 +780 +1%
Bank Julius Baer & Co
14
Bank Julius Baer & Co
Switzerland
$2.66M 58,915 +1,785 +3%
Creative Planning
15
Creative Planning
Kansas
$2.62M 58,105 +6,858 +13%
LWP
16
Laurel Wealth Planning
Minnesota
$2.39M 52,928 -7 -0%
UBS Group
17
UBS Group
Switzerland
$2.36M 52,213 -3,352 -6%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.67M 36,960 +36,960 New
HighTower Advisors
19
HighTower Advisors
Illinois
$1.62M 35,940 +21,381 +147%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.61M 35,572 +5,184 +17%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.47M 32,505 +45 +0.1%
AssetMark Inc
22
AssetMark Inc
California
$1.3M 28,734 +4,415 +18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.25M 27,690 +1,452 +6%
ASN
24
Advisory Services Network
Georgia
$1.12M 24,877 -81 -0.3%
BFG
25
Berger Financial Group
Minnesota
$1.11M 24,638 -7,175 -23%
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