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iShares USD Green Bond ETF
BGRN

61 hedge funds and large institutions have $112M invested in iShares USD Green Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $97.6M → $112M (+$14.1M)

2% more funds holding

Funds holding: 60 → 61 (+1)

0.47% more ownership

Funds ownership: 46.33% → 46.8% (+0.47%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$6.98M
2
Jane Street
Jane Street
New York
+$4.55M
3
SG Americas Securities
SG Americas Securities
New York
+$2.12M
4
WS
Wedbush Securities
California
+$1.59M
5
UBS Group
UBS Group
Switzerland
+$1.33M

Top Sellers

Rank Fund Capital Flow
1
NWM
Nicola Wealth Management
British Columbia, Canada
-$3.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
FTUS
Flow Traders U.S.
New York
-$1.03M
4
LPL Financial
LPL Financial
California
-$652K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
26
Lugano Financial Advisors SA (LFA)
Switzerland
$549K – – –
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$491K +$496K +8,943 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$437K -$169K -3,054 -28%
Stifel Financial
29
Stifel Financial
Missouri
$416K +$11.9K +214 +3%
CTC
30
Central Trust Company
Missouri
$369K – – –
KAS
31
Kestra Advisory Services
Texas
$368K +$372K +6,711 New
DAS
32
Dynamic Advisor Solutions
Arizona
$367K -$130K -2,340 -26%
LIG
33
Lokken Investment Group
Delaware
$296K +$300K +5,399 New
VPIM
34
Vanguard Personalized Indexing Management
California
$262K – – –
AssetMark Inc
35
AssetMark Inc
California
$242K – – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$240K – – –
Wealthfront Advisers
37
Wealthfront Advisers
California
$239K +$242K +4,355 New
OMC
38
Old Mission Capital
Illinois
$225K – – –
FTUS
39
Flow Traders U.S.
New York
$222K -$1.03M -18,599 -82%
LWP
40
Laurel Wealth Planning
Minnesota
$210K +$212K +3,820 New
NFG
41
Next Financial Group
Texas
$179K – – –
MFA
42
McClarren Financial Advisors
Pennsylvania
$177K +$38.4K +692 +27%
COCM
43
Charter Oak Capital Management
New Hampshire
$131K +$90.3K +1,627 +212%
SBL
44
Sargent Bickham Lagudis
Colorado
$108K – – –
CFA
45
Carroll Financial Associates
North Carolina
$92K +$26.6K +480 +40%
IA
46
IFP Advisors
Florida
$58K +$21.2K +382 +54%
HWMA
47
Heritage Wealth Management (Arizona)
Arizona
$56K +$10.7K +193 +23%
ST
48
Smithfield Trust
Pennsylvania
$50K – – –
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$49K +$35.6K +642 +248%
SWM
50
Spire Wealth Management
Virginia
$44K +$44.9K +810 New
1
2
3

BGRN Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2021, worth a combined $112M — up 14% from $97.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGRN positions and 6 closed out — a net gain of 3 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was Betterment LLC, adding an estimated $6.98M. The largest seller was Nicola Wealth Management, cutting an estimated $3.33M.

  • 61 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2021, up from 60 in Q2 2021.
  • Funds reported $112M of iShares USD Green Bond ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 9 funds opened new iShares USD Green Bond ETF positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2021 was Betterment LLC, an estimated $6.98M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2021 was Nicola Wealth Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2021.