iShares USD Green Bond ETF
BGRN
76 hedge funds and large institutions have $142M invested in iShares USD Green Bond ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 9 reducing their positions, and 5 closing their positions.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
289% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 9
27% more capital invested
Capital invested by funds: $112M → $142M (+$30.5M)
25% more funds holding
Funds holding: 61 → 76 (+15)
5.09% more ownership
Funds ownership: 46.8% → 51.88% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$7.02M |
| 2 |
Jane Street
New York
|
+$6.68M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$5.21M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$3.47M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$3.94M |
| 2 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
-$1.27M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.04M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.03M |
| 5 |
SG Americas Securities
New York
|
-$661K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WS
76
Wedbush Securities
Los Angeles,
California
| – | -$3.94M | -71,866 | Closed |
|
|
77
Citadel Advisors
Miami,
Florida
| – | -$1.04M | -18,892 | Closed |
|
|
DAS
78
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$367K | -6,683 | Closed |
|
|
OMC
79
Old Mission Capital
Chicago,
Illinois
| – | -$225K | -4,107 | Closed |
|
80
BlackRock
New York
| – | -$1K | -22 | Closed |
|
BGRN Hedge Fund Activity: Q4 2021 in Review
76 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2021, worth a combined $142M — up 27% from $112M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BGRN positions and 5 closed out — a net gain of 16 holders — while 35 added to existing stakes and 9 trimmed.
The largest buyer was Betterment LLC, adding an estimated $7.02M. The largest seller was Wedbush Securities, exiting entirely with an estimated $3.94M sold.
- 76 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2021, up from 61 in Q3 2021.
- Funds reported $142M of iShares USD Green Bond ETF stock for Q4 2021, up 27% quarter-over-quarter.
- 21 funds opened new iShares USD Green Bond ETF positions in Q4 2021 and 5 closed out, a net change of +16 holders.
- The largest iShares USD Green Bond ETF buyer in Q4 2021 was Betterment LLC, an estimated $7.02M added.
- The largest iShares USD Green Bond ETF seller in Q4 2021 was Wedbush Securities, an estimated $3.94M sold.
Based on aggregated 13F filings for Q4 2021.