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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
Betterment LLC
1
Betterment LLC
New York
$60.3M +$3.64M +76,909 +6%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$46.7M +$2.23M +47,154 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$29.8M +$2.28M +48,269 +8%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$28.2M +$3.66M +77,385 +15%
FF
5
Francis Financial
$16.1M +$124K +2,614 +0.8%
Bank of America
6
Bank of America
North Carolina
$11.1M -$249K -5,263 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10M +$938K +19,827 +10%
LPL Financial
8
LPL Financial
California
$7.02M +$227K +4,801 +3%
Creative Planning
9
Creative Planning
Kansas
$5.56M +$194K +4,095 +4%
SI
10
Seeds Investor
New York
$5.1M +$5.17M +109,404 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.21M -$30.8K -652 -0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.52M +$130K +2,757 +4%
UBS Group
13
UBS Group
Switzerland
$3.41M +$20.1K +424 +0.6%
HSBC Holdings
14
HSBC Holdings
United Kingdom
$3.24M -$393K -8,300 -11%
AssetMark Inc
15
AssetMark Inc
California
$2.76M +$337K +7,118 +14%
LWP
16
Laurel Wealth Planning
Minnesota
$2.69M +$96.7K +2,045 +4%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.72M -$14.9K -316 -0.8%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.64M +$104K +2,204 +7%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.51M -$15.2K -322 -1%
PSA
20
Plum Street Advisors
Louisiana
$1.43M +$761K +16,092 +110%
Raymond James Financial
21
Raymond James Financial
Florida
$1.42M +$1.44M +30,490 New
PWMG
22
Private Wealth Management Group
New Jersey
$1.25M +$9.88K +209 +0.8%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.17M -$4.59K -97 -0.4%
WCFA
24
Walkner Condon Financial Advisors
Wisconsin
$1.04M +$28K +592 +3%
IWA
25
Invera Wealth Advisors
Oregon
$947K +$184K +3,896 +24%
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.