Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
HighTower Advisors’s
iShares USD Green Bond ETF
BGRN
Stock Holding History
HighTower Advisors’s Portfolio
BGRN Stock Details
BGRN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$890K
Buy
18,740
+1,184
+7%
+$56.7K
﹤0.01%
2269
2025
Q4
$842K
Buy
17,556
+114
+0.7%
+$5.48K
﹤0.01%
2246
2025
Q3
$839K
Sell
17,442
-2,902
-14%
-$139K
﹤0.01%
2223
2025
Q2
$970K
Sell
20,344
-6,236
-23%
-$293K
﹤0.01%
2029
2025
Q1
$1.26M
Buy
26,580
+1,473
+6%
+$69.1K
﹤0.01%
1806
2024
Q4
$1.17M
Sell
25,107
-97
-0.4%
-$4.59K
﹤0.01%
1862
2024
Q3
$1.22M
Sell
25,204
-184
-0.7%
-$8.76K
﹤0.01%
1807
2024
Q2
$1.18M
Sell
25,388
-7,074
-22%
-$328K
﹤0.01%
1752
2024
Q1
$1.52M
Sell
32,462
-1,711
-5%
-$80K
﹤0.01%
1569
2023
Q4
$1.61M
Sell
34,173
-1,767
-5%
-$80.4K
﹤0.01%
1554
2023
Q3
$1.62M
Buy
35,940
+21,381
+147%
+$981K
﹤0.01%
1486
2023
Q2
$675K
Buy
14,559
+411
+3%
+$19.2K
﹤0.01%
2002
2023
Q1
$667K
Buy
14,148
+1,366
+11%
+$63.9K
﹤0.01%
1916
2022
Q4
$584K
Sell
12,782
-5,254
-29%
-$240K
﹤0.01%
2023
2022
Q3
$819K
Sell
18,036
-5,038
-22%
-$240K
﹤0.01%
1730
2022
Q2
$1.11M
Buy
23,074
+11,817
+105%
+$573K
﹤0.01%
1580
2022
Q1
$570K
Buy
11,257
+6,045
+116%
+$315K
﹤0.01%
2084
2021
Q4
$283K
Buy
+5,212
New
+$286K
﹤0.01%
2509
2021
Q2
–
Sell
-6,070
Closed
-$331K
–
3169
2021
Q1
$331K
Buy
+6,070
New
+$336K
﹤0.01%
2228
Other funds holding BGRN
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
FF
Francis Financial
$539M AUM
14.16%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
II
Impact Investors
San Francisco, California
$144M AUM
17.92%
1-Year Est. Return
SI
Seeds Investor
New York
$735M AUM
17.54%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close
