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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
BAM
51
Baldrige Asset Management
Pennsylvania
$41K +$21.4K +386 +106%
AIP
52
Ameritas Investment Partners
Nebraska
$39K +$4.99K +90 +14%
RFA
53
Reilly Financial Advisors
California
$25K – – –
TWM
54
Tradition Wealth Management
Minnesota
$19K +$4.11K +74 +27%
FP
55
Financial Perspectives
Minnesota
$17.2K – – –
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$9.71K +175 +206%
MFAM
57
M Financial Asset Management
Oregon
$7K – – –
BIA
58
Bell Investment Advisors
California
$3K +$3.05K +55 New
LFG
59
Larson Financial Group
Missouri
$2K – – –
BlackRock
60
BlackRock
New York
$1K +$1.22K +22 New
WCFA
61
Walkner Condon Financial Advisors
Wisconsin
– -$491K -9,054 Closed
AWP
62
Abacus Wealth Partners
California
– -$268K -4,900 Closed
JWM
63
JFG Wealth Management
Colorado
– -$201K -3,668 Closed
JFGLC
64
Johnson Financial Group LLC (Colorado)
Colorado
– -$201K -3,665 Closed
AIC
65
Archer Investment Corporation
Indiana
– -$37.3K -682 Closed
APA
66
American Portfolios Advisors
New York
– -$3.34K -61 Closed
1 2
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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.