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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

107 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
107
Holders Change
+7
Holders Change %
+7%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
15
Increased
46
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$4.32M
2
FF
2
Francis Financial
$13.7M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$16.8M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20.4M
5
Betterment LLC
5
Betterment LLC
New York
$49.5M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$0
2
SRB
2
Shotwell Rutter Baer
Michigan
$0
3
UBS Group
3
UBS Group
Switzerland
$3.28M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$972K
5
RCS
5
Retirement Capital Strategies
California
$378K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$49.5M 1,056,221 +61,561 +6%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.1M 939,810 -2,765 -0.3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$20.4M 434,635 +68,669 +19%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$16.8M 357,814 +82,744 +30%
FF
5
Francis Financial
$13.7M 291,536 +83,678 +40%
Bank of America
6
Bank of America
North Carolina
$9.3M 198,230 +29,730 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.55M 182,364 +956 +0.5%
LPL Financial
8
LPL Financial
California
$6.02M 128,306 +52,374 +69%
SA
9
Stewardship Advisors
Pennsylvania
$4.73M 100,858 +760 +0.8%
Creative Planning
10
Creative Planning
Kansas
$4.49M 95,693 +26,151 +38%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.32M 92,025 +86,249 +1,493%
CAN
12
Cetera Advisor Networks
California
$4M 85,304 +7,783 +10%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$3.65M 77,900 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.39M 72,250 -692 -0.9%
UBS Group
15
UBS Group
Switzerland
$3.28M 69,927 -11,453 -14%
Jane Street
16
Jane Street
New York
$2.87M 61,246 +11,033 +22%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$2.73M 58,200 – –
LWP
18
Laurel Wealth Planning
Minnesota
$2.59M 55,267 +2,380 +5%
AssetMark Inc
19
AssetMark Inc
California
$1.84M 39,183 +194 +0.5%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$1.63M 34,704 -556 -2%
RSWA
21
Robinson Smith Wealth Advisors
Maine
$1.56M 33,188 +1,390 +4%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.53M 32,462 -1,711 -5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.32M 28,075 +11 +0%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.21M 25,881 -1,525 -6%
PWMG
25
Private Wealth Management Group
New Jersey
$1.11M 23,689 +1,071 +5%
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