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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

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

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
TRCT
101
Tower Research Capital (TRC)
New York
$20.1K +$20.4K +432 New
PP
102
Pacifica Partners
Canada
$19.4K – – –
FP
103
Financial Perspectives
Minnesota
$16.3K +$236 +5 +1%
IA
104
IFP Advisors
Florida
$11.1K – – –
FVIM
105
Fort Vancouver Investment Management
Washington
$7.51K – – –
BCWM
106
Bartlett & Co Wealth Management
Ohio
$5.36K – – –
MWM
107
Mascoma Wealth Management
New Hampshire
$5.03K – – –
SAM
108
Synergy Asset Management
Washington
$3.14K +$3.07K +65 New
LFG
109
Larson Financial Group
Missouri
$2.04K +$47 +1 +2%
SRCM
110
Signature Resources Capital Management
California
$1.58K – – –
DF
111
Dunhill Financial
United Kingdom
$1.49K – – –
HI
112
Harbour Investments
Wisconsin
$1.45K – – –
JFA
113
JNBA Financial Advisors
Minnesota
$1.17K +$1.18K +25 New
CMP
114
Coston McIsaac & Partners
Maine
$1K +$47 +1 +3%
FDCP
115
Foster Dykema Cabot & Partners
Massachusetts
$186 -$12.9K -272 -99%
BlackRock
116
BlackRock
New York
$43 +$47 +1 New
Wells Fargo
117
Wells Fargo
California
$36 – – –
GWSA
118
Global Wealth Strategies & Associates
Colorado
$4 – – –
MCM
119
Manchester Capital Management
Vermont
$1 -$47 -1 Closed
Pathstone Holdings
120
Pathstone Holdings
New Jersey
– -$1.75M -36,187 Closed
ASN
121
Advisory Services Network
Georgia
– -$1.01M -21,630 Closed
BFG
122
Berger Financial Group
Minnesota
– -$292K -6,035 Closed
CWM
123
Congress Wealth Management
Massachusetts
– -$234K -4,839 Closed
OSAM
124
O'Shaughnessy Asset Management
Connecticut
– -$4.54K -95 Closed
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.