We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

76 hedge funds and large institutions have $127M invested in iShares USD Green Bond ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

0% more funds holding

Funds holding: 76 → 76 (0)

2.61% less ownership

Funds ownership: 51.88% → 49.28% (-2.6%)

11% less capital invested

Capital invested by funds: $142M → $127M (-$15.2M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
27
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Betterment LLC
Betterment LLC
New York
+$2.84M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.59M
3
SA
Stewardship Advisors
Pennsylvania
+$1.33M
4
LWP
Laurel Wealth Planning
Minnesota
+$819K
5
LPL Financial
LPL Financial
California
+$756K

Top Sellers

Rank Fund Capital Flow
1
KL
KilterHowling LLC
Colorado
-$5.87M
2
UBS Group
UBS Group
Switzerland
-$4.52M
3
SG Americas Securities
SG Americas Securities
New York
-$1.42M
4
NWM
Nicola Wealth Management
British Columbia, Canada
-$1.27M
5
PAG
Private Advisor Group
New Jersey
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
51
Sargent Bickham Lagudis
Colorado
$138K +$34.8K +668 +32%
TWM
52
Tradition Wealth Management
Minnesota
$123K +$18K +345 +17%
GWM
53
Grand Wealth Management
Michigan
$97K +$3.44K +66 +4%
Morgan Stanley
54
Morgan Stanley
New York
$91K +$70.8K +1,358 +307%
IA
55
IFP Advisors
Florida
$78K +$24.5K +469 +42%
HWMA
56
Heritage Wealth Management (Arizona)
Arizona
$76K +$78.2K +1,499 New
MBFW
57
Morton Brown Family Wealth
Pennsylvania
$72K – – –
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$72K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$57K – – –
ST
60
Smithfield Trust
Pennsylvania
$47K – – –
BAM
61
Baldrige Asset Management
Pennsylvania
$42K -$834 -16 -2%
SWM
62
Spire Wealth Management
Virginia
$41K – – –
TCWA
63
Ten Capital Wealth Advisors
Washington
$41K +$42.2K +809 New
RCM
64
Raleigh Capital Management
North Carolina
$39K +$40.4K +775 New
TC
65
Trust Company
Kansas
$36K +$37.2K +713 New
PP
66
PrairieView Partners
Minnesota
$30K -$6.46K -124 -17%
CTC
67
Central Trust Company
Missouri
$23K -$2.76K -53 -11%
FP
68
Financial Perspectives
Minnesota
$16K – – –
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$1.82K -35 -13%
Wells Fargo
70
Wells Fargo
California
$10K – – –
MFAM
71
M Financial Asset Management
Oregon
$7K – – –
GWSG
72
GPS Wealth Strategies Group
Colorado
$3K – – –
LFG
73
Larson Financial Group
Missouri
$2K – – –
CAAS
74
Capital Asset Advisory Services
Michigan
$1K – – –
SG Americas Securities
75
SG Americas Securities
New York
– -$1.42M -26,076 Closed
1 2
3
4

BGRN Hedge Fund Activity: Q1 2022 in Review

76 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2022, worth a combined $127M — down 11% from $142M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGRN positions and 5 closed out — a net gain of 5 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Betterment LLC, adding an estimated $2.84M. The largest seller was KilterHowling LLC, cutting an estimated $5.87M.

  • 76 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $127M of iShares USD Green Bond ETF stock for Q1 2022, down 11% quarter-over-quarter.
  • 10 funds opened new iShares USD Green Bond ETF positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2022 was Betterment LLC, an estimated $2.84M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2022 was KilterHowling LLC, an estimated $5.87M sold.

Based on aggregated 13F filings for Q1 2022.