iShares USD Green Bond ETF
BGRN
8 hedge funds and large institutions have $9.02M invested in iShares USD Green Bond ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 1 closing their positions.
476% more capital invested
Capital invested by funds: $1.57M → $9.02M (+$7.45M)
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
27.24% more ownership
Funds ownership: 5.95% → 33.19% (+27%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.31M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.89M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$655K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$211K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $5.43M | +$5.31M | +100,000 | New |
|
|
RCS
2
Retirement Capital Strategies
San Jose,
California
| $1.93M | +$1.89M | +35,536 | New |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $827K | +$655K | +12,338 | +429% |
|
|
FANJ
4
Financial Architects (New Jersey)
Marlton,
New Jersey
| $423K | +$112K | +2,104 | +37% |
|
|
5
UBS Group
Zurich,
Switzerland
| $216K | +$211K | +3,968 | New |
|
|
MWM
6
Mascoma Wealth Management
Hanover,
New Hampshire
| $88K | +$86.1K | +1,622 | New |
|
7
Bank of America
Charlotte,
North Carolina
| $57K | +$33.1K | +624 | +150% |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $42K | – | – | – |
|
|
9
JP Morgan Chase
New York
| – | -$1.05M | -20,000 | Closed |
|
BGRN Hedge Fund Activity: Q2 2019 in Review
8 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2019, worth a combined $9.02M — up 476% from $1.57M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BGRN positions and 1 closed out — a net gain of 3 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was BlackRock, opening a new position worth an estimated $5.31M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $1.05M sold.
- 8 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2019, up from 5 in Q1 2019.
- Funds reported $9.02M of iShares USD Green Bond ETF stock for Q2 2019, up 476% quarter-over-quarter.
- 4 funds opened new iShares USD Green Bond ETF positions in Q2 2019 and 1 closed out, a net change of +3 holders.
- The largest iShares USD Green Bond ETF buyer in Q2 2019 was BlackRock, an estimated $5.31M added.
- The largest iShares USD Green Bond ETF seller in Q2 2019 was JP Morgan Chase, an estimated $1.05M sold.
Based on aggregated 13F filings for Q2 2019.