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iShares USD Green Bond ETF
BGRN

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $151M → $173M (+$22.4M)

5.82% more ownership

Funds ownership: 51.58% → 57.4% (+5.8%)

2% less funds holding

Funds holding: 89 → 87 (-2)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FF
Francis Financial
+$7.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.95M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.72M
4
LPL Financial
LPL Financial
California
+$2.62M
5
Betterment LLC
Betterment LLC
New York
+$988K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.36M
2
OMC
Old Mission Capital
Illinois
-$438K
3
Ameriprise
Ameriprise
Minnesota
-$420K
4
UBS Group
UBS Group
Switzerland
-$391K
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
51
Lugano Financial Advisors SA (LFA)
Switzerland
$281K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$264K -$24K -514 -8%
KL
53
KilterHowling LLC
Colorado
$253K +$21K +449 +9%
FWP
54
Falcon Wealth Planning
California
$243K -$7.15K -153 -3%
JWM
55
JFG Wealth Management
Colorado
$241K – – –
Lido Advisors
56
Lido Advisors
California
$239K +$238K +5,080 New
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$234K – – –
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$208K +$207K +4,420 New
MA
59
Mutual Advisors
Nebraska
$206K -$6.41K -137 -3%
CIC
60
Carnegie Investment Counsel
Ohio
$204K +$203K +4,340 New
AAS
61
Ameritas Advisory Services
Nebraska
$153K +$152K +3,242 New
AF
62
Advisornet Financial
Minnesota
$150K – – –
TWM
63
Tradition Wealth Management
Minnesota
$142K +$6.78K +145 +5%
WP
64
WealthShield Partners
North Carolina
$118K +$117K +2,504 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$99.7K -$55.1K -1,178 -36%
CA
66
Clearstead Advisors
Ohio
$81.3K – – –
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$70K +$748 +16 +1%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$61.3K – – –
BFA
69
BBJS Financial Advisors
Washington
$51.8K – – –
HS
70
Horan Securities
United States
$45.3K +$234 +5 +0.5%
ST
71
Smithfield Trust
Pennsylvania
$43K – – –
LOIP
72
Live Oak Investment Partners
Texas
$42.5K – – –
SWM
73
Spire Wealth Management
Virginia
$38.1K -$47 -1 -0.1%
BAAM
74
Baker Avenue Asset Management
California
$34.8K – – –
BAM
75
Belpointe Asset Management
Nevada
$26.5K – – –
1 2
3
4

BGRN Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2023, worth a combined $173M — up 15% from $151M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGRN positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Francis Financial, adding an estimated $7.58M. The largest seller was Jane Street, exiting entirely with an estimated $2.36M sold.

  • 87 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2023, down from 89 in Q4 2022.
  • Funds reported $173M of iShares USD Green Bond ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 11 funds opened new iShares USD Green Bond ETF positions in Q1 2023 and 9 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2023 was Francis Financial, an estimated $7.58M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2023.