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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
FVIM
101
Fort Vancouver Investment Management
Washington
$7.49K +$7.47K +161 New
BCWM
102
Bartlett & Co Wealth Management
Ohio
$5.35K – – –
MWM
103
Mascoma Wealth Management
New Hampshire
$5.02K -$4.17K -90 -45%
OSAM
104
O'Shaughnessy Asset Management
Connecticut
$4.42K +$4.41K +95 New
LFG
105
Larson Financial Group
Missouri
$1.99K +$46 +1 +2%
SRCM
106
Signature Resources Capital Management
California
$1.58K -$974 -21 -38%
DF
107
Dunhill Financial
United Kingdom
$1.49K – – –
HI
108
Harbour Investments
Wisconsin
$1.44K +$1.44K +31 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$1.4K -$60.5K -1,305 -98%
CMP
110
Coston McIsaac & Partners
Maine
$1K +$46 +1 +3%
FDCP
111
Foster Dykema Cabot & Partners
Massachusetts
$791 -$53.8K -1,161 -99%
MCM
112
Manchester Capital Management
Vermont
$47 – – –
Wells Fargo
113
Wells Fargo
California
$23 – – –
GWSA
114
Global Wealth Strategies & Associates
Colorado
$4 – – –
Goldman Sachs
115
Goldman Sachs
New York
– -$1.03M -21,870 Closed
RCS
116
Retirement Capital Strategies
California
– -$378K -8,065 Closed
BPA
117
Beacon Pointe Advisors
California
– -$219K -4,665 Closed
CIC
118
Carnegie Investment Counsel
Ohio
– -$204K -4,340 Closed
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
– -$202K -4,317 Closed
FFA
120
Frazier Financial Advisors
Ohio
– -$8.66K -185 Closed
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
– -$4.88K -104 Closed
BIA
122
Bell Investment Advisors
California
– -$457 -10 Closed
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.