iShares USD Green Bond ETF
BGRN
89 hedge funds and large institutions have $151M invested in iShares USD Green Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
67% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 21
24% more funds holding
Funds holding: 72 → 89 (+17)
9% more capital invested
Capital invested by funds: $138M → $151M (+$12.4M)
2.88% more ownership
Funds ownership: 48.7% → 51.58% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$3.08M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
+$2.87M |
| 3 |
Jane Street
New York
|
+$1.89M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$1.44M |
| 5 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$764K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.72M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.02M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$370K |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$265K |
BGRN Hedge Fund Activity: Q4 2022 in Review
89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2022, worth a combined $151M — up 8.9% from $138M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new BGRN positions and 6 closed out — a net gain of 17 holders — while 35 added to existing stakes and 21 trimmed.
The largest buyer was Betterment LLC, adding an estimated $3.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.72M sold.
- 89 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $151M of iShares USD Green Bond ETF stock for Q4 2022, up 8.9% quarter-over-quarter.
- 23 funds opened new iShares USD Green Bond ETF positions in Q4 2022 and 6 closed out, a net change of +17 holders.
- The largest iShares USD Green Bond ETF buyer in Q4 2022 was Betterment LLC, an estimated $3.08M added.
- The largest iShares USD Green Bond ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.72M sold.
Based on aggregated 13F filings for Q4 2022.