We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

92 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $173M → $188M (+$15.3M)

6% more funds holding

Funds holding: 87 → 92 (+5)

2.1% more ownership

Funds ownership: 57.4% → 59.5% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.69M
2
Betterment LLC
Betterment LLC
New York
+$2.09M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.63M
4
FF
Francis Financial
+$1.14M
5
Jane Street
Jane Street
New York
+$882K

Top Sellers

1
NWM
Nicola Wealth Management
British Columbia, Canada
-$942K
2
MWM
Mascoma Wealth Management
New Hampshire
-$308K
3
BFG
Berger Financial Group
Minnesota
-$305K
4
LWP
Laurel Wealth Planning
Minnesota
-$253K
5
FTUS
Flow Traders U.S.
New York
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$848K +$304K +6,493 +55%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$805K +$6.32K +135 +0.8%
BMD
28
Better Money Decisions
New Mexico
$799K +$183K +3,918 +30%
Franklin Resources
29
Franklin Resources
California
$789K +$6.74K +144 +0.9%
BBW
30
Blue Barn Wealth
Utah
$778K -$12.6K -270 -2%
AWS
31
Atria Wealth Solutions
New York
$772K +$777K +16,596 New
OFG
32
Omega Financial Group
California
$760K -$1.4K -30 -0.2%
Vontobel Holding
33
Vontobel Holding
Switzerland
$694K +$97.7K +2,088 +16%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$687K -$46.4K -992 -6%
CFG
35
Carr Financial Group
Massachusetts
$680K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$675K +$19.2K +411 +3%
Wealthfront Advisers
37
Wealthfront Advisers
California
$633K +$29.2K +623 +5%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$627K +$5.62K +120 +0.9%
FTUS
39
Flow Traders U.S.
New York
$539K -$234K -4,991 -30%
AWM
40
Aprio Wealth Management
Georgia
$500K +$17.7K +379 +4%
PP
41
PrairieView Partners
Minnesota
$500K +$25.1K +536 +5%
TWM
42
Tanager Wealth Management
United Kingdom
$493K +$22.2K +475 +5%
JFGLC
43
Johnson Financial Group LLC (Colorado)
Colorado
$490K – – –
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$490K +$493K +10,525 New
FWP
45
Falcon Wealth Planning
California
$416K +$177K +3,777 +73%
BC
46
Brio Consultants
California
$408K +$30.5K +652 +8%
Lido Advisors
47
Lido Advisors
California
$383K +$147K +3,151 +62%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$369K -$8.05K -172 -2%
PI
49
PFG Investments
New York
$345K +$21.2K +453 +7%
MML Investors Services
50
MML Investors Services
Massachusetts
$323K +$62.4K +1,333 +24%
1
2
3 4 5

BGRN Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2023, worth a combined $188M — up 8.9% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGRN positions and 5 closed out — a net gain of 7 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.69M. The largest seller was Nicola Wealth Management, exiting entirely with an estimated $942K sold.

  • 92 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $188M of iShares USD Green Bond ETF stock for Q2 2023, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares USD Green Bond ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $7.69M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2023 was Nicola Wealth Management, an estimated $942K sold.

Based on aggregated 13F filings for Q2 2023.