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iShares USD Green Bond ETF
BGRN

117 hedge funds and large institutions have $279M invested in iShares USD Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 55 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

120% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 25

7% more funds holding

Funds holding: 109 → 117 (+8)

3% more capital invested

Capital invested by funds: $271M → $279M (+$7.91M)

0.29% more ownership

Funds ownership: 70.51% → 70.8% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
55
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
Seeds Investor
New York
+$5.17M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.66M
3
Betterment LLC
Betterment LLC
New York
+$3.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.28M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$2.23M

Top Sellers

1
SA
Stewardship Advisors
Pennsylvania
-$1.99M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$1.75M
3
ASN
Advisory Services Network
Georgia
-$1.01M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$393K
5
BFG
Berger Financial Group
Minnesota
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealthfront Advisers
26
Wealthfront Advisers
California
$906K +$114K +2,412 +14%
BBW
27
Blue Barn Wealth
Utah
$898K +$6.34K +134 +0.7%
MWM
28
Modern Wealth Management
Kansas
$858K +$871K +18,410 New
Franklin Resources
29
Franklin Resources
California
$841K +$11.8K +249 +1%
BC
30
Brio Consultants
California
$805K +$110K +2,323 +16%
TWM
31
Tanager Wealth Management
United Kingdom
$793K – – –
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$779K +$6.01K +127 +0.8%
OFG
33
Omega Financial Group
California
$761K +$12.4K +262 +2%
DAS
34
Dynamic Advisor Solutions
Arizona
$760K +$13.1K +276 +2%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$743K +$23.6K +500 +3%
Ameriprise
36
Ameriprise
Minnesota
$728K -$8.51K -180 -1%
BMD
37
Better Money Decisions
New Mexico
$704K +$110K +2,328 +18%
SRB
38
Shotwell Rutter Baer
Michigan
$681K +$39.5K +835 +6%
JFGLC
39
Johnson Financial Group LLC (Colorado)
Colorado
$654K -$95 -2 -0%
Lido Advisors
40
Lido Advisors
California
$654K -$33.4K -706 -5%
Vontobel Holding
41
Vontobel Holding
Switzerland
$642K +$30.7K +650 +5%
PP
42
PrairieView Partners
Minnesota
$640K -$16K -339 -2%
AWS
43
Atria Wealth Solutions
New York
$613K -$21.2K -449 -3%
FWP
44
Falcon Wealth Planning
California
$611K +$36.8K +778 +6%
AWM
45
Aprio Wealth Management
Georgia
$603K +$7.9K +167 +1%
KPWS
46
Kestra Private Wealth Services
Texas
$566K -$50.9K -1,076 -8%
AIM
47
Archer Investment Management
Texas
$558K +$566K +11,964 New
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$523K +$7.28K +154 +1%
Morgan Stanley
49
Morgan Stanley
New York
$506K +$95 +2 +0%
Osaic Holdings
50
Osaic Holdings
Arizona
$489K -$77.6K -1,640 -14%
1
2
3 4 5

BGRN Hedge Fund Activity: Q4 2024 in Review

117 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2024, worth a combined $279M — up 2.9% from $271M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BGRN positions and 6 closed out — a net gain of 12 holders — while 55 added to existing stakes and 25 trimmed.

The largest buyer was Seeds Investor, opening a new position worth an estimated $5.17M. The largest seller was Stewardship Advisors, cutting an estimated $1.99M.

  • 117 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2024, up from 109 in Q3 2024.
  • Funds reported $279M of iShares USD Green Bond ETF stock for Q4 2024, up 2.9% quarter-over-quarter.
  • 18 funds opened new iShares USD Green Bond ETF positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2024 was Seeds Investor, an estimated $5.17M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2024 was Stewardship Advisors, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.