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iShares USD Green Bond ETF
BGRN

109 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

9% more capital invested

Capital invested by funds: $249M → $271M (+$21.9M)

1.01% more ownership

Funds ownership: 69.5% → 70.51% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 113 → 109 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
52
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.13M
3
Betterment LLC
Betterment LLC
New York
+$1.54M
4
FF
Francis Financial
+$767K
5
SVWAG
Sound View Wealth Advisors Group
Georgia
+$526K

Top Sellers

Rank Fund Capital Flow
1
RSWA
Robinson Smith Wealth Advisors
Maine
-$1.2M
2
MHS
M Holdings Securities
Oregon
-$728K
3
Jane Street
Jane Street
New York
-$617K
4
FTUS
Flow Traders U.S.
New York
-$588K
5
GAM
Gould Asset Management
California
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
76
WealthShield Partners
North Carolina
$118K -$1.67K -35 -1%
CA
77
Continuum Advisory
Idaho
$112K +$905 +19 +0.8%
MBFW
78
Morton Brown Family Wealth
Pennsylvania
$99.7K – – –
S
79
Sachetta
Massachusetts
$95.9K +$333 +7 +0.4%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.4K – – –
CAM
81
Clarity Asset Management
Iowa
$77.8K -$88.6K -1,861 -54%
RFS
82
Richardson Financial Services
Massachusetts
$73.5K +$37.4K +785 +103%
SPIA
83
Steward Partners Investment Advisory
New York
$71.6K +$5.38K +113 +8%
TC
84
Trust Company
Kansas
$68K -$714 -15 -1%
WOSD
85
WFA of San Diego
California
$64.8K – – –
BFA
86
BBJS Financial Advisors
Washington
$53.2K – – –
CIAS
87
CBIZ Investment Advisory Services
Ohio
$50.6K +$476 +10 +1%
ST
88
Smithfield Trust
Pennsylvania
$44K – – –
CA
89
Clearstead Advisors
Ohio
$39.7K – – –
AF
90
Allworth Financial
California
$31.7K +$15K +316 +93%
RF
91
Robinswood Financial
Washington
$29K +$6.05K +127 +27%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$26.8K – – –
B
93
Birchbrook
Maine
$23.2K +$619 +13 +3%
AIC
94
Archer Investment Corporation
Indiana
$22.4K – – –
PP
95
Pacifica Partners
Canada
$20.2K – – –
FP
96
Financial Perspectives
Minnesota
$16.6K +$143 +3 +0.9%
FDCP
97
Foster Dykema Cabot & Partners
Massachusetts
$13.3K +$12.3K +259 +1,524%
IA
98
IFP Advisors
Florida
$11.6K – – –
FVIM
99
Fort Vancouver Investment Management
Washington
$7.78K – – –
BCWM
100
Bartlett & Co Wealth Management
Ohio
$5.56K – – –
1 2 3
4
5

BGRN Hedge Fund Activity: Q3 2024 in Review

109 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2024, worth a combined $271M — up 8.8% from $249M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGRN and 5 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 52 added.

The largest buyer was Mercer Global Advisors, adding an estimated $5.02M. The largest seller was Robinson Smith Wealth Advisors, exiting entirely with an estimated $1.2M sold.

  • 109 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $271M of iShares USD Green Bond ETF stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 5 funds opened new iShares USD Green Bond ETF positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $5.02M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2024 was Robinson Smith Wealth Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2024.