We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

113 hedge funds and large institutions have $249M invested in iShares USD Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

5% more funds holding

Funds holding: 108 → 113 (+5)

3% more capital invested

Capital invested by funds: $241M → $249M (+$7.99M)

0.45% more ownership

Funds ownership: 69.06% → 69.5% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
113
Holders Change
+5
Holders Change %
+4.63%
% of All Funds
1.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
51
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$5.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.23M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.96M
4
Bank of America
Bank of America
North Carolina
+$1.72M
5
FF
Francis Financial
+$1.61M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.23M
2
SA
Stewardship Advisors
Pennsylvania
-$2.19M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$1.23M
4
Goldman Sachs
Goldman Sachs
New York
-$1.03M
5
Osaic Holdings
Osaic Holdings
Arizona
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$1.01M +$4.54K +98 +0.5%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$929K +$50K +1,077 +6%
BBW
28
Blue Barn Wealth
Utah
$890K +$232 +5 +0%
Franklin Resources
29
Franklin Resources
California
$825K +$14.2K +306 +2%
Lido Advisors
30
Lido Advisors
California
$820K +$42.3K +912 +5%
Wealthfront Advisers
31
Wealthfront Advisers
California
$801K +$50.2K +1,082 +7%
Ameriprise
32
Ameriprise
Minnesota
$776K -$2.64K -57 -0.3%
DAS
33
Dynamic Advisor Solutions
Arizona
$765K -$9.74K -210 -1%
OFG
34
Omega Financial Group
California
$761K +$20.5K +441 +3%
BMD
35
Better Money Decisions
New Mexico
$728K +$31.4K +676 +5%
MHS
36
M Holdings Securities
Oregon
$728K +$725K +15,636 New
PSA
37
Plum Street Advisors
Louisiana
$670K -$7.65K -165 -1%
BC
38
Brio Consultants
California
$654K +$91K +1,961 +16%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$637K +$68.6K +1,480 +12%
AWS
40
Atria Wealth Solutions
New York
$627K +$33.4K +721 +6%
Jane Street
41
Jane Street
New York
$617K -$2.23M -47,985 -78%
SRB
42
Shotwell Rutter Baer
Michigan
$617K +$612K +13,202 New
KPWS
43
Kestra Private Wealth Services
Texas
$617K -$6.4K -138 -1%
TWM
44
Tanager Wealth Management
United Kingdom
$609K +$115K +2,489 +23%
IWA
45
Invera Wealth Advisors
Oregon
$602K +$595K +12,825 New
AWM
46
Aprio Wealth Management
Georgia
$593K +$25.7K +555 +5%
Vontobel Holding
47
Vontobel Holding
Switzerland
$590K -$202K -4,352 -26%
FTUS
48
Flow Traders U.S.
New York
$588K +$586K +12,627 New
Osaic Holdings
49
Osaic Holdings
Arizona
$568K -$395K -8,525 -41%
BFG
50
Berger Financial Group
Minnesota
$561K -$247K -5,334 -31%
1
2
3 4 5

BGRN Hedge Fund Activity: Q2 2024 in Review

113 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2024, worth a combined $249M — up 3.3% from $241M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGRN positions and 8 closed out — a net gain of 6 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Betterment LLC, adding an estimated $5.91M. The largest seller was Jane Street, cutting an estimated $2.23M.

  • 113 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2024, up from 108 in Q1 2024.
  • Funds reported $249M of iShares USD Green Bond ETF stock for Q2 2024, up 3.3% quarter-over-quarter.
  • 14 funds opened new iShares USD Green Bond ETF positions in Q2 2024 and 8 closed out, a net change of +6 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2024 was Betterment LLC, an estimated $5.91M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2024 was Jane Street, an estimated $2.23M sold.

Based on aggregated 13F filings for Q2 2024.