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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

108 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 51 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
108
Holders Change
-4
Holders Change %
-3.57%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
51
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$25.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.6M
3
Betterment LLC
3
Betterment LLC
New York
$58.8M
4
FF
4
Francis Financial
$16.6M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$534K

Top Sellers

1
RSWA
1
Robinson Smith Wealth Advisors
Maine
$0
2
MHS
2
M Holdings Securities
Oregon
$0
3
Jane Street
3
Jane Street
New York
$0
4
FTUS
4
Flow Traders U.S.
New York
$0
5
GAM
5
Gould Asset Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$58.8M 1,216,146 +32,419 +3%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$46.2M 954,740 +7,528 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M 590,859 +86,672 +17%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$25.5M 527,055 +105,367 +25%
FF
5
Francis Financial
$16.6M 342,416 +16,104 +5%
Bank of America
6
Bank of America
North Carolina
$11.7M 242,871 +7,586 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.44M 195,286 +7,947 +4%
LPL Financial
8
LPL Financial
California
$7.05M 145,765 +10,620 +8%
Creative Planning
9
Creative Planning
Kansas
$5.56M 115,079 +2,078 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.39M 90,856 -3,092 -3%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.77M 77,900 – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.52M 72,820 +1,902 +3%
UBS Group
13
UBS Group
Switzerland
$3.51M 72,650 +3,311 +5%
LWP
14
Laurel Wealth Planning
Minnesota
$2.69M 55,721 -786 -1%
SA
15
Stewardship Advisors
Pennsylvania
$2.53M 52,240 -1,350 -3%
AssetMark Inc
16
AssetMark Inc
California
$2.51M 52,021 +4,772 +10%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.8M 37,249 +1,714 +5%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$1.75M 36,187 +9,014 +33%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$1.7M 29,693 -1,937 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.58M 32,731 +497 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.56M 32,300 +6,687 +26%
PWMG
22
Private Wealth Management Group
New Jersey
$1.29M 26,639 +1,977 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.22M 25,204 -184 -0.7%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$1.04M 21,616 -1,868 -8%
ASN
25
Advisory Services Network
Georgia
$1.01M 21,630 – –
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