iShares USD Green Bond ETF
BGRN
58 hedge funds and large institutions have $88.7M invested in iShares USD Green Bond ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 6
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
44% more capital invested
Capital invested by funds: $61.7M → $88.7M (+$27M)
23% more funds holding
Funds holding: 47 → 58 (+11)
5% more ownership
Funds ownership: 39.16% → 44.15% (+5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$7.54M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$4.51M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.22M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$2.91M |
| 5 |
Jane Street
New York
|
+$2.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$811K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$195K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$168K |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$48.7K |
| 5 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$30.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $31K | +$17.4K | +315 | +121% |
|
|
RFA
52
Reilly Financial Advisors
La Mesa,
California
| $25K | – | – | – |
|
53
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $14K | +$14.3K | +259 | New |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $5K | +$5.04K | +91 | New |
|
|
APA
55
American Portfolios Advisors
Holbrook,
New York
| $3.33K | – | – | – |
|
|
LFG
56
Larson Financial Group
St Louis,
Missouri
| $2K | +$2.33K | +42 | New |
|
|
SPIA
57
Steward Partners Investment Advisory
New York
| $328 | +$332 | +6 | New |
|
58
Wells Fargo
San Francisco,
California
| – | -$18K | -326 | Closed |
|
|
CYG
59
Clean Yield Group
Norwich,
Vermont
| – | -$5K | -93 | Closed |
|
|
BWA
60
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$2K | -38 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$55 | +1 | New |
|
BGRN Hedge Fund Activity: Q1 2021 in Review
58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2021, worth a combined $88.7M — up 44% from $61.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BGRN positions and 3 closed out — a net gain of 11 holders — while 30 added to existing stakes and 6 trimmed.
The largest buyer was Betterment LLC, adding an estimated $7.54M. The largest seller was UBS Group, cutting an estimated $811K.
- 58 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2021, up from 47 in Q4 2020.
- Funds reported $88.7M of iShares USD Green Bond ETF stock for Q1 2021, up 44% quarter-over-quarter.
- 14 funds opened new iShares USD Green Bond ETF positions in Q1 2021 and 3 closed out, a net change of +11 holders.
- The largest iShares USD Green Bond ETF buyer in Q1 2021 was Betterment LLC, an estimated $7.54M added.
- The largest iShares USD Green Bond ETF seller in Q1 2021 was UBS Group, an estimated $811K sold.
Based on aggregated 13F filings for Q1 2021.