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iShares USD Green Bond ETF
BGRN

95 hedge funds and large institutions have $197M invested in iShares USD Green Bond ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 16

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

3% more funds holding

Funds holding: 92 → 95 (+3)

2.93% more ownership

Funds ownership: 59.5% → 62.43% (+2.9%)

5% more capital invested

Capital invested by funds: $188M → $197M (+$8.91M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
44
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.55M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.44M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$3.03M
4
Betterment LLC
Betterment LLC
New York
+$1.46M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
FF
Francis Financial
-$1.25M
2
FTUS
Flow Traders U.S.
New York
-$539K
3
BFG
Berger Financial Group
Minnesota
-$329K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$230K
5
MA
Mutual Advisors
Nebraska
-$205K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
76
Mascoma Wealth Management
New Hampshire
$22.7K – – –
AIC
77
Archer Investment Corporation
Indiana
$20.9K -$28.2K -615 -57%
RF
78
Robinswood Financial
Washington
$20.5K – – –
FP
79
Financial Perspectives
Minnesota
$14.9K +$138 +3 +0.9%
Morgan Stanley
80
Morgan Stanley
New York
$6.86K -$46 -1 -0.7%
GWM
81
Grand Wealth Management
Michigan
$6.45K – – –
AF
82
Allworth Financial
California
$5.37K – – –
BCWM
83
Bartlett & Co Wealth Management
Ohio
$5.19K – – –
BC
84
Bartlett & Co
Ohio
$5K – – –
TWM
85
Tradition Wealth Management
Minnesota
$3K -$872 -19 -22%
AWM
86
Abound Wealth Management
Tennessee
$2.66K +$2.71K +59 New
GWM
87
Geneos Wealth Management
Colorado
$2.62K +$2.66K +58 New
GWSG
88
GPS Wealth Strategies Group
Colorado
$2.3K – – –
LFG
89
Larson Financial Group
Missouri
$1.9K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.13K -$734 -16 -39%
CMP
91
Coston McIsaac & Partners
Maine
$1K +$46 +1 +3%
BIA
92
Bell Investment Advisors
California
$432 -$1.88K -41 -80%
SPIA
93
Steward Partners Investment Advisory
New York
$287 – – –
Wells Fargo
94
Wells Fargo
California
$214 +$229 +5 New
JP Morgan Chase
95
JP Morgan Chase
New York
$45 +$46 +1 New
GWSA
96
Global Wealth Strategies & Associates
Colorado
$4 – – –
FTUS
97
Flow Traders U.S.
New York
– -$539K -11,572 Closed
MA
98
Mutual Advisors
Nebraska
– -$205K -4,408 Closed
CIC
99
Carnegie Investment Counsel
Ohio
– -$202K -4,340 Closed
HS
100
Horan Securities
United States
– -$45.1K -970 Closed
1 2 3
4
5

BGRN Hedge Fund Activity: Q3 2023 in Review

95 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2023, worth a combined $197M — up 4.7% from $188M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BGRN positions and 5 closed out — a net gain of 5 holders — while 44 added to existing stakes and 16 trimmed.

The largest buyer was Jane Street, adding an estimated $4.55M. The largest seller was Francis Financial, cutting an estimated $1.25M.

  • 95 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2023, up from 92 in Q2 2023.
  • Funds reported $197M of iShares USD Green Bond ETF stock for Q3 2023, up 4.7% quarter-over-quarter.
  • 10 funds opened new iShares USD Green Bond ETF positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2023 was Jane Street, an estimated $4.55M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2023 was Francis Financial, an estimated $1.25M sold.

Based on aggregated 13F filings for Q3 2023.