iShares USD Green Bond ETF
BGRN
29 hedge funds and large institutions have $29.3M invested in iShares USD Green Bond ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
16% more funds holding
Funds holding: 25 → 29 (+4)
3% less capital invested
Capital invested by funds: $30.1M → $29.3M (-$802K)
18.48% less ownership
Funds ownership: 54.18% → 35.71% (-18%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$5.39M |
| 2 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
+$1.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.36M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.25M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1,000K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.48M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$7.31M |
| 3 |
Jane Street
New York
|
-$5.61M |
| 4 |
AC
Athanor Capital
New York
|
-$1.06M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$666K |
BGRN Hedge Fund Activity: Q2 2020 in Review
29 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2020, worth a combined $29.3M — down 2.7% from $30.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BGRN positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $5.39M. The largest seller was Osaic Holdings, cutting an estimated $8.48M.
- 29 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2020, up from 25 in Q1 2020.
- Funds reported $29.3M of iShares USD Green Bond ETF stock for Q2 2020, down 2.7% quarter-over-quarter.
- 7 funds opened new iShares USD Green Bond ETF positions in Q2 2020 and 3 closed out, a net change of +4 holders.
- The largest iShares USD Green Bond ETF buyer in Q2 2020 was UBS Group, an estimated $5.39M added.
- The largest iShares USD Green Bond ETF seller in Q2 2020 was Osaic Holdings, an estimated $8.48M sold.
Based on aggregated 13F filings for Q2 2020.