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iShares USD Green Bond ETF
BGRN

109 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

9% more capital invested

Capital invested by funds: $249M → $271M (+$21.9M)

1.01% more ownership

Funds ownership: 69.5% → 70.51% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 113 → 109 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
52
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.13M
3
Betterment LLC
Betterment LLC
New York
+$1.54M
4
FF
Francis Financial
+$767K
5
SVWAG
Sound View Wealth Advisors Group
Georgia
+$526K

Top Sellers

Rank Fund Capital Flow
1
RSWA
Robinson Smith Wealth Advisors
Maine
-$1.2M
2
MHS
M Holdings Securities
Oregon
-$728K
3
Jane Street
Jane Street
New York
-$617K
4
FTUS
Flow Traders U.S.
New York
-$588K
5
GAM
Gould Asset Management
California
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBW
26
Blue Barn Wealth
Utah
$924K – – –
Franklin Resources
27
Franklin Resources
California
$849K +$2.19K +46 +0.3%
Wealthfront Advisers
28
Wealthfront Advisers
California
$823K -$9.71K -204 -1%
TWM
29
Tanager Wealth Management
United Kingdom
$822K +$187K +3,919 +30%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$801K -$161K -3,383 -17%
OFG
31
Omega Financial Group
California
$777K -$13.2K -278 -2%
IWA
32
Invera Wealth Advisors
Oregon
$775K +$171K +3,586 +28%
DAS
33
Dynamic Advisor Solutions
Arizona
$775K -$20K -421 -3%
Ameriprise
34
Ameriprise
Minnesota
$763K -$41.8K -879 -5%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$746K +$258K +5,430 +54%
BC
36
Brio Consultants
California
$722K +$41.7K +875 +6%
Lido Advisors
37
Lido Advisors
California
$712K -$138K -2,893 -16%
PSA
38
Plum Street Advisors
Louisiana
$704K +$7.86K +165 +1%
PP
39
PrairieView Partners
Minnesota
$680K +$213K +4,467 +47%
JFGLC
40
Johnson Financial Group LLC (Colorado)
Colorado
$679K +$16.9K +355 +3%
SRB
41
Shotwell Rutter Baer
Michigan
$664K +$32.4K +680 +5%
AWS
42
Atria Wealth Solutions
New York
$658K +$6.81K +143 +1%
KPWS
43
Kestra Private Wealth Services
Texas
$638K -$2.05K -43 -0.3%
Vontobel Holding
44
Vontobel Holding
Switzerland
$634K +$20.7K +435 +3%
AWM
45
Aprio Wealth Management
Georgia
$618K +$1.71K +36 +0.3%
BMD
46
Better Money Decisions
New Mexico
$617K -$137K -2,884 -18%
FWP
47
Falcon Wealth Planning
California
$596K +$128K +2,684 +28%
Osaic Holdings
48
Osaic Holdings
Arizona
$587K -$3.48K -73 -0.6%
SVWAG
49
Sound View Wealth Advisors Group
Georgia
$534K +$526K +11,055 New
Morgan Stanley
50
Morgan Stanley
New York
$525K – – –
1
2
3 4 5

BGRN Hedge Fund Activity: Q3 2024 in Review

109 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2024, worth a combined $271M — up 8.8% from $249M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGRN and 5 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 52 added.

The largest buyer was Mercer Global Advisors, adding an estimated $5.02M. The largest seller was Robinson Smith Wealth Advisors, exiting entirely with an estimated $1.2M sold.

  • 109 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $271M of iShares USD Green Bond ETF stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 5 funds opened new iShares USD Green Bond ETF positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $5.02M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2024 was Robinson Smith Wealth Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2024.