Francis Financial Inc. lifted its holdings in iShares USD Green Bond ETF (NASDAQ:BGRN – Free Report) by 24.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 207,858 shares of the company’s stock after buying an additional 40,912 shares during the period. iShares USD Green Bond ETF makes up about 4.2% of Francis Financial Inc.’s portfolio, making the stock its 9th biggest holding. Francis Financial Inc.’s holdings in iShares USD Green Bond ETF were worth $9,817,000 at the end of the most recent quarter.
Several other hedge funds have also recently made changes to their positions in BGRN. Envestnet Asset Management Inc. lifted its holdings in iShares USD Green Bond ETF by 8.9% during the 3rd quarter. Envestnet Asset Management Inc. now owns 319,191 shares of the company’s stock valued at $14,405,000 after buying an additional 25,984 shares in the last quarter. Lido Advisors LLC lifted its position in shares of iShares USD Green Bond ETF by 86.7% in the 3rd quarter. Lido Advisors LLC now owns 15,368 shares of the company’s stock worth $694,000 after purchasing an additional 7,137 shares during the period. Aprio Wealth Management LLC raised its stake in iShares USD Green Bond ETF by 4.2% in the fourth quarter. Aprio Wealth Management LLC now owns 11,713 shares of the company’s stock worth $553,000 after buying an additional 470 shares in the last quarter. Kestra Advisory Services LLC boosted its position in iShares USD Green Bond ETF by 13.6% during the third quarter. Kestra Advisory Services LLC now owns 7,398 shares of the company’s stock valued at $334,000 after purchasing an additional 885 shares in the last quarter. Finally, Sheets Smith Wealth Management purchased a new position in iShares USD Green Bond ETF in the third quarter valued at about $91,000.
iShares USD Green Bond ETF Trading Down 0.1 %
Shares of iShares USD Green Bond ETF stock opened at $46.89 on Friday. The company has a 50-day simple moving average of $46.73 and a two-hundred day simple moving average of $46.07. iShares USD Green Bond ETF has a one year low of $44.18 and a one year high of $47.49.
iShares USD Green Bond ETF Announces Dividend
iShares USD Green Bond ETF Company Profile
The iShares USD Green Bond ETF (BGRN) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of USD-denominated investment-grade government and corporate bonds linked to environmentally beneficial projects, as identified by MSCI.
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Want to see what other hedge funds are holding BGRN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares USD Green Bond ETF (NASDAQ:BGRN – Free Report).
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