iShares USD Green Bond ETF
BGRN
108 hedge funds and large institutions have $241M invested in iShares USD Green Bond ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 47 increasing their positions, 25 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
88% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 25
11% more capital invested
Capital invested by funds: $218M → $241M (+$23.3M)
7% more funds holding
Funds holding: 101 → 108 (+7)
4.07% more ownership
Funds ownership: 64.99% → 69.06% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.03M |
| 2 |
FF
Francis Financial
|
+$3.91M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.87M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.21M |
| 5 |
Betterment LLC
New York
|
+$2.88M |
Top Sellers
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$1.4M |
| 2 |
SRB
Shotwell Rutter Baer
Lansing,
Michigan
|
-$629K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$536K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$339K |
| 5 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$212K |
BGRN Hedge Fund Activity: Q1 2024 in Review
108 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2024, worth a combined $241M — up 11% from $218M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BGRN positions and 7 closed out — a net gain of 8 holders — while 47 added to existing stakes and 25 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $4.03M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.4M sold.
- 108 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2024, up from 101 in Q4 2023.
- Funds reported $241M of iShares USD Green Bond ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 15 funds opened new iShares USD Green Bond ETF positions in Q1 2024 and 7 closed out, a net change of +8 holders.
- The largest iShares USD Green Bond ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $4.03M added.
- The largest iShares USD Green Bond ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.4M sold.
Based on aggregated 13F filings for Q1 2024.