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iShares USD Green Bond ETF
BGRN

76 hedge funds and large institutions have $155M invested in iShares USD Green Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $127M → $155M (+$27.9M)

8.13% more ownership

Funds ownership: 49.28% → 57.41% (+8.1%)

0% more funds holding

Funds holding: 76 → 76 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCA
Personal Capital Advisors
California
+$37.7M
2
Jane Street
Jane Street
New York
+$1.64M
3
Bank of America
Bank of America
North Carolina
+$1.3M
4
FTUS
Flow Traders U.S.
New York
+$946K
5
Citadel Advisors
Citadel Advisors
Florida
+$623K

Top Sellers

Rank Fund Capital Flow
1
KPWS
Kestra Private Wealth Services
Texas
-$3.43M
2
UBS Group
UBS Group
Switzerland
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$932K
5
MWM
Mascoma Wealth Management
New Hampshire
-$812K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Grand Wealth Management
Michigan
$143K +$52.3K +1,079 +56%
COCM
52
Charter Oak Capital Management
New Hampshire
$138K -$10.9K -225 -7%
TWM
53
Tradition Wealth Management
Minnesota
$119K +$3.44K +71 +3%
IA
54
IFP Advisors
Florida
$78K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$70K +$1.21K +25 +2%
MBFW
56
Morton Brown Family Wealth
Pennsylvania
$70K +$1.41K +29 +2%
HWMA
57
Heritage Wealth Management (Arizona)
Arizona
$61.3K -$10.4K -215 -14%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$54K – – –
ST
59
Smithfield Trust
Pennsylvania
$44K – – –
BAM
60
Baldrige Asset Management
Pennsylvania
$40K – – –
SWM
61
Spire Wealth Management
Virginia
$39K +$48 +1 +0.1%
RCM
62
Raleigh Capital Management
North Carolina
$37K – – –
TC
63
Trust Company
Kansas
$32K -$2.57K -53 -7%
CTC
64
Central Trust Company
Missouri
$21K – – –
TRCT
65
Tower Research Capital (TRC)
New York
$17K +$17.5K +362 New
FP
66
Financial Perspectives
Minnesota
$15.2K +$145 +3 +1%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$97 +2 +0.9%
Wells Fargo
68
Wells Fargo
California
$9K – – –
CMP
69
Coston McIsaac & Partners
Maine
$9K +$8.87K +183 New
Morgan Stanley
70
Morgan Stanley
New York
$7K -$79.8K -1,648 -92%
MFAM
71
M Financial Asset Management
Oregon
$6K – – –
LFG
72
Larson Financial Group
Missouri
$6K +$3.83K +79 +188%
GWSG
73
GPS Wealth Strategies Group
Colorado
$2K – – –
BIA
74
Bell Investment Advisors
California
$2K +$2.52K +52 New
CAAS
75
Capital Asset Advisory Services
Michigan
$1K – – –
1 2
3
4

BGRN Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2022, worth a combined $155M — up 22% from $127M a quarter earlier.

Fund positioning in BGRN was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 34 added to existing stakes and 19 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $37.7M. The largest seller was Kestra Private Wealth Services, cutting an estimated $3.43M.

  • 76 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $155M of iShares USD Green Bond ETF stock for Q2 2022, up 22% quarter-over-quarter.
  • 7 funds opened new iShares USD Green Bond ETF positions in Q2 2022 and 7 closed out, a net change of 0 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2022 was Personal Capital Advisors, an estimated $37.7M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2022 was Kestra Private Wealth Services, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2022.