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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Seeds Investor
New York
|
+$5.17M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.66M |
| 3 |
Betterment LLC
New York
|
+$3.64M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.28M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$1.99M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.75M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$1.01M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$393K |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$292K |
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.