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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$5.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.23M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.72M |
| 5 |
FF
Francis Financial
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.23M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$2.19M |
| 3 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
-$1.23M |
| 4 |
Goldman Sachs
New York
|
-$1.03M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$395K |
BGRN Hedge Fund Activity: Q2 2024 in Review
113 of the 6,935 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.