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iShares USD Green Bond ETF
BGRN

108 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

88% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 25

11% more capital invested

Capital invested by funds: $218M → $241M (+$23.3M)

7% more funds holding

Funds holding: 101 → 108 (+7)

4.07% more ownership

Funds ownership: 64.99% → 69.06% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% 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
15
Increased
47
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$4.03M
2
FF
Francis Financial
+$3.91M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.87M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.21M
5
Betterment LLC
Betterment LLC
New York
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$1.4M
2
SRB
Shotwell Rutter Baer
Michigan
-$629K
3
UBS Group
UBS Group
Switzerland
-$536K
4
Osaic Holdings
Osaic Holdings
Arizona
-$339K
5
RCS
Retirement Capital Strategies
California
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.03M +$1.02M +21,870 New
ASN
27
Advisory Services Network
Georgia
$1.01M +$26.7K +571 +3%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$988K -$46.9K -1,003 -5%
Osaic Holdings
29
Osaic Holdings
Arizona
$972K -$339K -7,242 -26%
BBW
30
Blue Barn Wealth
Utah
$896K -$1.96K -42 -0.2%
CCWA
31
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$885K -$5.14K -110 -0.6%
Franklin Resources
32
Franklin Resources
California
$817K +$5.14K +110 +0.6%
BFG
33
Berger Financial Group
Minnesota
$815K +$3.04K +65 +0.4%
Vontobel Holding
34
Vontobel Holding
Switzerland
$799K +$53K +1,134 +7%
Ameriprise
35
Ameriprise
Minnesota
$790K +$4.54K +97 +0.6%
Lido Advisors
36
Lido Advisors
California
$784K +$225K +4,809 +40%
DAS
37
Dynamic Advisor Solutions
Arizona
$781K -$4.4K -94 -0.6%
Wealthfront Advisers
38
Wealthfront Advisers
California
$757K +$49.5K +1,059 +7%
OFG
39
Omega Financial Group
California
$746K +$65.8K +1,407 +10%
PSA
40
Plum Street Advisors
Louisiana
$704K +$11.3K +241 +2%
BMD
41
Better Money Decisions
New Mexico
$702K -$30.8K -659 -4%
CFG
42
Carr Financial Group
Massachusetts
$685K – – –
KPWS
43
Kestra Private Wealth Services
Texas
$628K +$281K +6,011 +81%
AWS
44
Atria Wealth Solutions
New York
$597K +$5.94K +127 +1%
JFGLC
45
Johnson Financial Group LLC (Colorado)
Colorado
$572K +$1.36K +29 +0.2%
AWM
46
Aprio Wealth Management
Georgia
$571K +$22.1K +473 +4%
BC
47
Brio Consultants
California
$567K -$3.69K -79 -0.6%
Morgan Stanley
48
Morgan Stanley
New York
$509K +$493K +10,546 +3,446%
TWM
49
Tanager Wealth Management
United Kingdom
$497K – – –
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$469K -$18.7K -400 -4%
1
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BGRN Hedge Fund Activity: Q1 2024 in Review

108 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2024, worth a combined $241M — up 11% from $218M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BGRN positions and 7 closed out — a net gain of 8 holders — while 47 added to existing stakes and 25 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $4.03M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.4M sold.

  • 108 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2024, up from 101 in Q4 2023.
  • Funds reported $241M of iShares USD Green Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
  • 15 funds opened new iShares USD Green Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.03M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.4M sold.

Based on aggregated 13F filings for Q1 2024.