BGRN icon

iShares USD Green Bond ETF
BGRN

Overview Fund Activity

112 hedge funds and large institutions have $249M invested in iShares USD Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
112
Holders Change
+5
Holders Change %
+4.67%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
1
Betterment LLC
New York
$55.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$23.5M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$19.6M
4
Bank of America
4
Bank of America
North Carolina
$11M
5
FF
5
Francis Financial
$15.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$617K
2
SA
2
Stewardship Advisors
Pennsylvania
$2.49M
3
Bank Julius Baer & Co
3
Bank Julius Baer & Co
Switzerland
$1.64M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$568K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$55.1M 1,183,727 +127,506 +12%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$44.1M 947,212 +7,402 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$23.5M 504,187 +69,552 +16%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$19.6M 421,688 +63,874 +18%
FF
5
Francis Financial
$15.2M 326,312 +34,776 +12%
Bank of America
6
Bank of America
North Carolina
$11M 235,285 +37,055 +19%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.72M 187,339 +4,975 +3%
LPL Financial
8
LPL Financial
California
$6.29M 135,145 +6,839 +5%
Creative Planning
9
Creative Planning
Kansas
$5.26M 113,001 +17,308 +18%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.37M 93,948 +1,923 +2%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.63M 77,900 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.3M 70,918 -1,332 -2%
UBS Group
13
UBS Group
Switzerland
$3.23M 69,339 -588 -0.8%
LWP
14
Laurel Wealth Planning
Minnesota
$2.63M 56,507 +1,240 +2%
SA
15
Stewardship Advisors
Pennsylvania
$2.49M 53,590 -47,268 -47%
AssetMark Inc
16
AssetMark Inc
California
$2.2M 47,249 +8,066 +21%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.65M 35,535 +831 +2%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.64M 31,630 -26,570 -46%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.5M 32,234 +4,159 +15%
Pathstone Holdings
20
Pathstone Holdings
New Jersey
$1.26M 27,173 +27,173 New
RSWA
21
Robinson Smith Wealth Advisors
Maine
$1.2M 25,715 -7,473 -23%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.19M 25,613 -268 -1%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.18M 25,388 -7,074 -22%
PWMG
24
Private Wealth Management Group
New Jersey
$1.15M 24,662 +973 +4%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$1.09M 23,484 +2,408 +11%
1
2 3 4 5