iShares USD Green Bond ETF
BGRN
5 hedge funds and large institutions have $1.57M invested in iShares USD Green Bond ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
400% more funds holding
Funds holding: 1 → 5 (+4)
14.05% less ownership
Funds ownership: 20% → 5.95% (-14%)
69% less capital invested
Capital invested by funds: $5.08M → $1.57M (-$3.52M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$294K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$148K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$39.4K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $1.05M | -$4.13M | -80,000 | -80% |
|
|
FANJ
2
Financial Architects (New Jersey)
Marlton,
New Jersey
| $299K | +$294K | +5,688 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $151K | +$148K | +2,873 | New |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $42K | +$39.4K | +764 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $22K | +$21.5K | +416 | New |
|
BGRN Hedge Fund Activity: Q1 2019 in Review
5 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2019, worth a combined $1.57M — down 69% from $5.08M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BGRN positions and 0 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.
The largest buyer was Financial Architects (New Jersey), opening a new position worth an estimated $294K. The largest seller was JP Morgan Chase, cutting an estimated $4.13M.
- 5 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2019, up from 1 in Q4 2018.
- Funds reported $1.57M of iShares USD Green Bond ETF stock for Q1 2019, down 69% quarter-over-quarter.
- 4 funds opened new iShares USD Green Bond ETF positions in Q1 2019 and 0 closed out, a net change of +4 holders.
- The largest iShares USD Green Bond ETF buyer in Q1 2019 was Financial Architects (New Jersey), an estimated $294K added.
- The largest iShares USD Green Bond ETF seller in Q1 2019 was JP Morgan Chase, an estimated $4.13M sold.
Based on aggregated 13F filings for Q1 2019.