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iShares USD Green Bond ETF

116 hedge funds and large institutions have $292M invested in iShares USD Green Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
Holders Change %
0%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
26
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$62.6M +$1.35M +28,503 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$49.7M +$2.3M +48,532 +5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$30.9M +$2.32M +48,957 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.2M -$110K -2,331 -0.4%
FF
5
Francis Financial
$17.5M +$1.17M +24,716 +7%
Bank of America
6
Bank of America
North Carolina
$12.2M +$957K +20,198 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.3M +$105K +2,217 +1%
Creative Planning
8
Creative Planning
Kansas
$5.99M +$349K +7,365 +6%
LPL Financial
9
LPL Financial
California
$5.67M -$1.46M -30,910 -21%
SI
10
Seeds Investor
New York
$5.62M +$436K +9,205 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.37M +$100K +2,112 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.93M +$353K +7,459 +10%
UBS Group
13
UBS Group
Switzerland
$3.53M +$67.2K +1,419 +2%
AssetMark Inc
14
AssetMark Inc
California
$3.12M +$316K +6,668 +11%
LWP
15
Laurel Wealth Planning
Minnesota
$2.81M +$72.7K +1,536 +3%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$1.08M +22,834 +137%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.79M +$38.7K +818 +2%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.67M -$40.3K -752 -2%
Raymond James Financial
19
Raymond James Financial
Florida
$1.56M +$120K +2,529 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.49M -$42K -887 -3%
PSA
21
Plum Street Advisors
Louisiana
$1.47M +$18.5K +391 +1%
Jane Street
22
Jane Street
New York
$1.39M +$1.39M +29,424 New
HighTower Advisors
23
HighTower Advisors
Illinois
$1.26M +$69.8K +1,473 +6%
PWMG
24
Private Wealth Management Group
New Jersey
$1.19M -$77.1K -1,629 -6%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$1.11M +$58.5K +1,235 +6%