We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

109 hedge funds and large institutions have $271M invested in iShares USD Green Bond ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 52 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 24

9% more capital invested

Capital invested by funds: $249M → $271M (+$21.9M)

1.01% more ownership

Funds ownership: 69.5% → 70.51% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 113 → 109 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
109
Holders Change
-4
Holders Change %
-3.54%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
52
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.02M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.13M
3
Betterment LLC
Betterment LLC
New York
+$1.54M
4
FF
Francis Financial
+$767K
5
SVWAG
Sound View Wealth Advisors Group
Georgia
+$526K

Top Sellers

1
RSWA
Robinson Smith Wealth Advisors
Maine
-$1.2M
2
MHS
M Holdings Securities
Oregon
-$728K
3
Jane Street
Jane Street
New York
-$617K
4
FTUS
Flow Traders U.S.
New York
-$588K
5
GAM
Gould Asset Management
California
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$58.8M +$1.54M +32,419 +3%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$46.2M +$358K +7,528 +0.8%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$28.6M +$4.13M +86,672 +17%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$25.5M +$5.02M +105,367 +25%
FF
5
Francis Financial
$16.6M +$767K +16,104 +5%
Bank of America
6
Bank of America
North Carolina
$11.7M +$361K +7,586 +3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$9.44M +$378K +7,947 +4%
LPL Financial
8
LPL Financial
California
$7.05M +$506K +10,620 +8%
Creative Planning
9
Creative Planning
Kansas
$5.56M +$98.9K +2,078 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.39M -$147K -3,092 -3%
HSBC Holdings
11
HSBC Holdings
United Kingdom
$3.77M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.52M +$90.5K +1,902 +3%
UBS Group
13
UBS Group
Switzerland
$3.51M +$158K +3,311 +5%
LWP
14
Laurel Wealth Planning
Minnesota
$2.69M -$37.4K -786 -1%
SA
15
Stewardship Advisors
Pennsylvania
$2.53M -$64.3K -1,350 -3%
AssetMark Inc
16
AssetMark Inc
California
$2.51M +$227K +4,772 +10%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.8M +$81.6K +1,714 +5%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$1.75M +$429K +9,014 +33%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$1.7M -$92.2K -1,937 -6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.58M +$23.7K +497 +2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.56M +$318K +6,687 +26%
PWMG
22
Private Wealth Management Group
New Jersey
$1.29M +$94.1K +1,977 +8%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.22M -$8.76K -184 -0.7%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$1.04M -$88.9K -1,868 -8%
ASN
25
Advisory Services Network
Georgia
$1.01M – – –
1
2 3 4 5

BGRN Hedge Fund Activity: Q3 2024 in Review

109 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2024, worth a combined $271M — up 8.8% from $249M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BGRN and 5 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 52 added.

The largest buyer was Mercer Global Advisors, adding an estimated $5.02M. The largest seller was Robinson Smith Wealth Advisors, exiting entirely with an estimated $1.2M sold.

  • 109 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2024, down from 113 in Q2 2024.
  • Funds reported $271M of iShares USD Green Bond ETF stock for Q3 2024, up 8.8% quarter-over-quarter.
  • 5 funds opened new iShares USD Green Bond ETF positions in Q3 2024 and 9 closed out, a net change of -4 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $5.02M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2024 was Robinson Smith Wealth Advisors, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2024.