We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

92 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $173M → $188M (+$15.3M)

6% more funds holding

Funds holding: 87 → 92 (+5)

2.1% more ownership

Funds ownership: 57.4% → 59.5% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.69M
2
Betterment LLC
Betterment LLC
New York
+$2.09M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.63M
4
FF
Francis Financial
+$1.14M
5
Jane Street
Jane Street
New York
+$882K

Top Sellers

1
NWM
Nicola Wealth Management
British Columbia, Canada
-$942K
2
MWM
Mascoma Wealth Management
New Hampshire
-$308K
3
BFG
Berger Financial Group
Minnesota
-$305K
4
LWP
Laurel Wealth Planning
Minnesota
-$253K
5
FTUS
Flow Traders U.S.
New York
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$306K +$3.79K +81 +1%
KAS
52
Kestra Advisory Services
Texas
$303K +$21K +448 +7%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$289K +$1.26K +27 +0.4%
HHGA
54
Halbert Hargrove Global Advisors
California
$284K -$8.66K -185 -3%
LFASL
55
Lugano Financial Advisors SA (LFA)
Switzerland
$277K – – –
KPWS
56
Kestra Private Wealth Services
Texas
$264K +$266K +5,679 New
KL
57
KilterHowling LLC
Colorado
$252K +$1.82K +39 +0.7%
JWM
58
JFG Wealth Management
Colorado
$239K – – –
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$232K +$468 +10 +0.2%
MA
60
Mutual Advisors
Nebraska
$205K +$1.26K +27 +0.6%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$202K -$3.42K -73 -2%
CIC
62
Carnegie Investment Counsel
Ohio
$202K – – –
AF
63
Advisornet Financial
Minnesota
$145K -$3.23K -69 -2%
WP
64
WealthShield Partners
North Carolina
$117K – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.5K – – –
CA
66
Clearstead Advisors
Ohio
$80.4K – – –
MBFW
67
Morton Brown Family Wealth
Pennsylvania
$69.6K +$468 +10 +0.7%
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$54.2K -$6.32K -135 -10%
WOSD
69
WFA of San Diego
California
$51.7K +$52K +1,112 New
BFA
70
BBJS Financial Advisors
Washington
$51.2K – – –
AIC
71
Archer Investment Corporation
Indiana
$50.2K +$50.5K +1,078 New
HS
72
Horan Securities
United States
$45.1K +$374 +8 +0.8%
ST
73
Smithfield Trust
Pennsylvania
$43K – – –
LOIP
74
Live Oak Investment Partners
Texas
$42K – – –
SWM
75
Spire Wealth Management
Virginia
$37.7K – – –
1 2
3
4 5

BGRN Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2023, worth a combined $188M — up 8.9% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGRN positions and 5 closed out — a net gain of 7 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.69M. The largest seller was Nicola Wealth Management, exiting entirely with an estimated $942K sold.

  • 92 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $188M of iShares USD Green Bond ETF stock for Q2 2023, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares USD Green Bond ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $7.69M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2023 was Nicola Wealth Management, an estimated $942K sold.

Based on aggregated 13F filings for Q2 2023.