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iShares USD Green Bond ETF

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: 108113 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$505K +$46 +1 +0%
CFG
52
Carr Financial Group
Massachusetts
$472K -$207K -4,466 -31%
NEI
53
Northwest & Ethical Investments
Ontario, Canada
$466K +$128K +2,770 +38%
FWP
54
Falcon Wealth Planning
California
$449K +$28.2K +609 +7%
PP
55
PrairieView Partners
Minnesota
$446K +$24.1K +519 +6%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$406K -$58.4K -1,260 -13%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$400K +$13.9K +299 +4%
AIP
58
Ameritas Investment Partners
Nebraska
$391K +$43K +928 +12%
KAS
59
Kestra Advisory Services
Texas
$389K +$43.5K +939 +13%
PI
60
PFG Investments
New York
$360K -$4.54K -98 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$345K +$6.86K +148 +2%
GAM
62
Gould Asset Management
California
$296K
JWM
63
JFG Wealth Management
Colorado
$283K +$23.6K +509 +9%
CWM
64
Concentric Wealth Management
California
$279K
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$277K
KL
66
KilterHowling LLC
Colorado
$248K +$2.83K +61 +1%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$237K +$5.1K +110 +2%
EFN
68
Equita Financial Network
Pennsylvania
$221K +$220K +4,738 New
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$220K +$10.1K +218 +5%
ECA
70
Elevated Capital Advisors
Utah
$218K -$5.8K -125 -3%
HHGA
71
Halbert Hargrove Global Advisors
California
$211K -$81.9K -1,765 -28%
SA
72
Sanctuary Advisors
Indiana
$207K +$209K +4,506 New
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$190K
CAM
74
Clarity Asset Management
Iowa
$162K -$5.43K -117 -3%
PS
75
Principal Securities
Iowa
$161K +$4.92K +106 +3%

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.