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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
BAAM
76
Baker Avenue Asset Management
California
$34.4K – – –
MWM
77
Mascoma Wealth Management
New Hampshire
$23.3K -$308K -6,577 -93%
TC
78
Trust Company
Kansas
$22.4K -$1.73K -37 -7%
RF
79
Robinswood Financial
Washington
$21.1K +$21.3K +454 New
IA
80
IFP Advisors
Florida
$16.5K -$3.7K -79 -18%
FP
81
Financial Perspectives
Minnesota
$15.3K +$140 +3 +0.9%
Morgan Stanley
82
Morgan Stanley
New York
$7.12K -$9.03K -193 -56%
GWM
83
Grand Wealth Management
Michigan
$6.66K +$6.69K +143 New
AF
84
Allworth Financial
California
$5.54K +$5.57K +119 New
BCWM
85
Bartlett & Co Wealth Management
Ohio
$5.35K +$5.38K +115 New
BC
86
Bartlett & Co
Ohio
$5K +$5.38K +115 New
HNB
87
Huntington National Bank
Ohio
$4.84K – – –
TWM
88
Tradition Wealth Management
Minnesota
$4K -$137K -2,927 -97%
GWSG
89
GPS Wealth Strategies Group
Colorado
$2.37K – – –
BIA
90
Bell Investment Advisors
California
$2.36K +$47 +1 +2%
LFG
91
Larson Financial Group
Missouri
$1.96K – – –
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$1.91K +$1.92K +41 New
CMP
93
Coston McIsaac & Partners
Maine
$1K – – –
SPIA
94
Steward Partners Investment Advisory
New York
$293 – – –
Wells Fargo
95
Wells Fargo
California
$8 – – –
GWSA
96
Global Wealth Strategies & Associates
Colorado
$4 – – –
NWM
97
Nicola Wealth Management
British Columbia, Canada
– -$942K -20,000 Closed
AAS
98
Ameritas Advisory Services
Nebraska
– -$153K -3,242 Closed
BAM
99
Belpointe Asset Management
Nevada
– -$26.5K -563 Closed
MFAM
100
M Financial Asset Management
Oregon
– -$6K -131 Closed
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.