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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

100 hedge funds and large institutions have $218M invested in iShares USD Green Bond ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 32 reducing their positions, and 10 closing their positions.

Holders
100
Holders Change
+6
Holders Change %
+6.38%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
36
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$13M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$17.3M
3
FF
3
Francis Financial
$9.82M
4
RSWA
4
Robinson Smith Wealth Advisors
Maine
$1.5M
5
Bank of America
5
Bank of America
North Carolina
$7.96M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.37M
2
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.5M
3
SA
3
Stewardship Advisors
Pennsylvania
$4.73M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.32M
5
BFG
5
Berger Financial Group
Minnesota
$818K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$47M 994,660 +19,751 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.5M 942,575 -18,567 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.3M 365,966 +46,775 +15%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$13M 275,070 +68,465 +33%
FF
5
Francis Financial
$9.82M 207,858 +40,912 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$8.57M 181,408 +9,616 +6%
Bank of America
7
Bank of America
North Carolina
$7.96M 168,500 +31,772 +23%
SA
8
Stewardship Advisors
Pennsylvania
$4.73M 100,098 -10,426 -9%
UBS Group
9
UBS Group
Switzerland
$3.84M 81,380 +29,167 +56%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$3.68M 77,900 – –
CAN
11
Cetera Advisor Networks
California
$3.66M 77,521 -2,393 -3%
LPL Financial
12
LPL Financial
California
$3.59M 75,932 +6,080 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.45M 72,942 -2,074 -3%
Creative Planning
14
Creative Planning
Kansas
$3.28M 69,542 +11,437 +20%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$2.75M 58,200 -715 -1%
LWP
16
Laurel Wealth Planning
Minnesota
$2.5M 52,887 -41 -0.1%
Jane Street
17
Jane Street
New York
$2.37M 50,213 -67,837 -57%
AssetMark Inc
18
AssetMark Inc
California
$1.84M 38,989 +10,255 +36%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$1.67M 35,260 -1,700 -5%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.62M 34,173 -1,767 -5%
RSWA
21
Robinson Smith Wealth Advisors
Maine
$1.5M 31,798 +31,798 New
FTUS
22
Flow Traders U.S.
New York
$1.4M 29,587 +29,587 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.33M 28,064 +374 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.32M 27,973 -7,599 -21%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.29M 27,406 -5,099 -16%
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