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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

116 hedge funds and large institutions have $279M invested in iShares USD Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% 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
18
Increased
54
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$5.1M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$28.2M
3
Betterment LLC
3
Betterment LLC
New York
$60.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$29.8M
5
Empower Advisory Group
5
Empower Advisory Group
Colorado
$46.7M

Top Sellers

1
SA
1
Stewardship Advisors
Pennsylvania
$477K
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$0
3
ASN
3
Advisory Services Network
Georgia
$0
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$3.24M
5
BFG
5
Berger Financial Group
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$60.3M 1,293,055 +76,909 +6%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$46.7M 1,001,894 +47,154 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.8M 639,128 +48,269 +8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$28.2M 604,440 +77,385 +15%
FF
5
Francis Financial
$16.1M 345,030 +2,614 +0.8%
Bank of America
6
Bank of America
North Carolina
$11.1M 237,608 -5,263 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10M 215,113 +19,827 +10%
LPL Financial
8
LPL Financial
California
$7.02M 150,566 +4,801 +3%
Creative Planning
9
Creative Planning
Kansas
$5.56M 119,174 +4,095 +4%
SI
10
Seeds Investor
New York
$5.1M 109,404 +109,404 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.21M 90,204 -652 -0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.52M 75,577 +2,757 +4%
UBS Group
13
UBS Group
Switzerland
$3.41M 73,074 +424 +0.6%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$3.24M 69,600 -8,300 -11%
AssetMark Inc
15
AssetMark Inc
California
$2.76M 59,139 +7,118 +14%
LWP
16
Laurel Wealth Planning
Minnesota
$2.69M 57,766 +2,045 +4%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.72M 36,933 -316 -0.8%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.64M 31,897 +2,204 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.51M 32,409 -322 -1%
PSA
20
Plum Street Advisors
Louisiana
$1.43M 30,662 +16,092 +110%
Raymond James Financial
21
Raymond James Financial
Florida
$1.42M 30,490 +30,490 New
PWMG
22
Private Wealth Management Group
New Jersey
$1.25M 26,848 +209 +0.8%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.17M 25,107 -97 -0.4%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$1.04M 22,208 +592 +3%
IWA
25
Invera Wealth Advisors
Oregon
$947K 20,307 +3,896 +24%
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