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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$37.7M |
| 2 |
Jane Street
New York
|
+$1.64M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.3M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$946K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$623K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$3.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.35M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.05M |
| 4 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$932K |
| 5 |
MWM
Mascoma Wealth Management
Hanover,
New Hampshire
|
-$812K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
76
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$932K | -18,420 | Closed |
|
77
Stifel Financial
St. Louis,
Missouri
| – | -$378K | -7,475 | Closed |
|
|
VPIM
78
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$249K | -4,923 | Closed |
|
|
AWM
79
Aries Wealth Management
Portland,
Maine
| – | -$243K | -4,794 | Closed |
|
|
MFA
80
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$164K | -3,258 | Closed |
|
|
TCWA
81
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$41K | -809 | Closed |
|
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.