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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$2.84M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.59M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.33M |
| 4 |
LWP
Laurel Wealth Planning
Edina,
Minnesota
|
+$819K |
| 5 |
LPL Financial
San Diego,
California
|
+$756K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KL
KilterHowling LLC
Boulder,
Colorado
|
-$5.87M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.52M |
| 3 |
SG Americas Securities
New York
|
-$1.42M |
| 4 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
-$1.27M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
76
Private Advisor Group
Morristown,
New Jersey
| – | -$1.2M | -22,178 | Closed |
|
|
RCS
77
Retirement Capital Strategies
San Jose,
California
| – | -$407K | -7,499 | Closed |
|
|
LIG
78
Lokken Investment Group
Lewes,
Delaware
| – | -$300K | -5,523 | Closed |
|
|
EWS
79
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| – | -$278K | -5,130 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | +$52 | +1 | New |
|
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.