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iShares USD Green Bond ETF
BGRN

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: 108 → 113 (+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: 1 → 1 (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
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$5.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.23M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.96M
4
Bank of America
Bank of America
North Carolina
+$1.72M
5
FF
Francis Financial
+$1.61M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.23M
2
SA
Stewardship Advisors
Pennsylvania
-$2.19M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$1.23M
4
Goldman Sachs
Goldman Sachs
New York
-$1.03M
5
Osaic Holdings
Osaic Holdings
Arizona
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$156K +$120K +2,581 +344%
AWM
77
Avior Wealth Management
Nebraska
$135K +$1.3K +28 +1%
WP
78
WealthShield Partners
North Carolina
$116K – – –
CA
79
Continuum Advisory
Idaho
$110K -$371 -8 -0.3%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$97K -$2.6K -56 -3%
S
81
Sachetta
Massachusetts
$93.2K +$1.76K +38 +2%
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$76.5K -$37.1K -800 -33%
TC
83
Trust Company
Kansas
$66.2K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$63.7K +$53.6K +1,156 +543%
WOSD
85
WFA of San Diego
California
$62.4K +$62.2K +1,341 New
BFA
86
BBJS Financial Advisors
Washington
$51.2K – – –
CIAS
87
CBIZ Investment Advisory Services
Ohio
$48.2K +$510 +11 +1%
ST
88
Smithfield Trust
Pennsylvania
$43K – – –
CA
89
Clearstead Advisors
Ohio
$38.2K -$42K -906 -52%
Jones Financial Companies
90
Jones Financial Companies
Missouri
$37.3K +$37.1K +801 New
RFS
91
Richardson Financial Services
Massachusetts
$35.5K – – –
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$25.6K – – –
RF
93
Robinswood Financial
Washington
$22K -$5.19K -112 -19%
B
94
Birchbrook
Maine
$21.7K – – –
SA
95
Scarborough Advisors
Maryland
$21.6K +$232 +5 +1%
AIC
96
Archer Investment Corporation
Indiana
$21.5K – – –
PP
97
Pacifica Partners
Canada
$19.4K +$19.3K +417 New
AF
98
Allworth Financial
California
$15.9K – – –
FP
99
Financial Perspectives
Minnesota
$15.9K +$139 +3 +0.9%
IA
100
IFP Advisors
Florida
$11.1K +$11.1K +239 New
1 2 3
4
5

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.