iShares USD Green Bond ETF
BGRN
95 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 16
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
3% more funds holding
Funds holding: 92 → 95 (+3)
2.93% more ownership
Funds ownership: 59.5% → 62.43% (+2.9%)
5% more capital invested
Capital invested by funds: $188M → $197M (+$8.91M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.55M |
| 2 |
Bank of New York Mellon
New York
|
+$3.44M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.03M |
| 4 |
Betterment LLC
New York
|
+$1.46M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Francis Financial
|
-$1.25M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$539K |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$329K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$230K |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$205K |
BGRN Hedge Fund Activity: Q3 2023 in Review
95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2023, worth a combined $197M — up 4.7% from $188M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BGRN positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 16 trimmed.
The largest buyer was Jane Street, adding an estimated $4.55M. The largest seller was Francis Financial, cutting an estimated $1.25M.
- 95 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2023, up from 92 in Q2 2023.
- Funds reported $197M of iShares USD Green Bond ETF stock for Q3 2023, up 4.7% quarter-over-quarter.
- 10 funds opened new iShares USD Green Bond ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
- The largest iShares USD Green Bond ETF buyer in Q3 2023 was Jane Street, an estimated $4.55M added.
- The largest iShares USD Green Bond ETF seller in Q3 2023 was Francis Financial, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2023.