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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
CFG
51
Carr Financial Group
Massachusetts
$485K +$6.81K +144 +1%
SA
52
Stewardship Advisors
Pennsylvania
$477K -$1.99M -42,007 -80%
CPCM
53
Cardinal Point Capital Management
Ontario, Canada
$443K +$31.2K +660 +7%
AIP
54
Ameritas Investment Partners
Nebraska
$415K +$13.7K +290 +3%
NA
55
NewEdge Advisors
Louisiana
$390K +$396K +8,368 New
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$385K -$7.76K -164 -2%
KAS
57
Kestra Advisory Services
Texas
$370K +$70.5K +1,490 +23%
JWM
58
JFG Wealth Management
Colorado
$341K – – –
MML Investors Services
59
MML Investors Services
Massachusetts
$340K -$1.32K -28 -0.4%
KC
60
Kades & Cheifetz
Pennsylvania
$325K +$330K +6,970 New
PS
61
Principal Securities
Iowa
$322K +$129K +2,735 +66%
MCM
62
MAI Capital Management
Ohio
$321K +$325K +6,880 New
FA
63
Fermata Advisors
California
$303K +$308K +6,509 New
EFN
64
Equita Financial Network
Pennsylvania
$294K +$378 +8 +0.1%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$278K – – –
DC
66
Dorval Corp
Minnesota
$276K +$280K +5,912 New
KL
67
KilterHowling LLC
Colorado
$271K +$5.25K +111 +2%
FNC
68
First National Corp
Massachusetts
$248K +$8.28K +175 +3%
XPN
69
XY Planning Network
Montana
$239K +$242K +5,125 New
PI
70
PFG Investments
New York
$231K -$96.2K -2,034 -29%
SA
71
Sanctuary Advisors
Indiana
$218K +$1.51K +32 +0.7%
ECA
72
Elevated Capital Advisors
Utah
$216K -$2.7K -57 -1%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$210K -$25.7K -543 -11%
Stifel Financial
74
Stifel Financial
Missouri
$204K +$207K +4,382 New
PWM
75
Perigon Wealth Management
California
$203K -$27.5K -582 -12%
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.