We are live on ! Find out more
BGRN icon

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
PP
51
PrairieView Partners
Minnesota
$426K -$49K -1,047 -10%
FWP
52
Falcon Wealth Planning
California
$424K +$26.7K +570 +7%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$388K +$27.2K +582 +8%
RCS
54
Retirement Capital Strategies
California
$378K -$212K -4,534 -36%
PI
55
PFG Investments
New York
$367K +$366K +7,836 New
AIP
56
Ameritas Investment Partners
Nebraska
$351K +$9.96K +213 +3%
KAS
57
Kestra Advisory Services
Texas
$348K -$17.4K -373 -5%
MML Investors Services
58
MML Investors Services
Massachusetts
$341K +$61.2K +1,308 +22%
NEI
59
Northwest & Ethical Investments
Ontario, Canada
$339K +$181K +3,870 +115%
GAM
60
Gould Asset Management
California
$298K +$297K +6,350 New
HHGA
61
Halbert Hargrove Global Advisors
California
$295K +$327 +7 +0.1%
CWM
62
Concentric Wealth Management
California
$281K +$281K +6,000 New
LFASL
63
Lugano Financial Advisors SA (LFA)
Switzerland
$279K – – –
JWM
64
JFG Wealth Management
Colorado
$261K +$20.8K +445 +9%
KL
65
KilterHowling LLC
Colorado
$247K -$6.69K -143 -3%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$234K +$92.8K +1,984 +66%
ECA
67
Elevated Capital Advisors
Utah
$226K +$225K +4,818 New
BPA
68
Beacon Pointe Advisors
California
$219K -$25.2K -538 -10%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$211K -$39.2K -838 -16%
CIC
70
Carnegie Investment Counsel
Ohio
$204K – – –
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$202K -$175K -3,744 -46%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$189K +$190K +4,070 New
CAM
73
Clarity Asset Management
Iowa
$168K -$2.57K -55 -2%
PS
74
Principal Securities
Iowa
$157K +$14.9K +318 +11%
AWM
75
Avior Wealth Management
Nebraska
$134K +$134K +2,867 New
1 2
3
4 5

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.