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iShares USD Green Bond ETF
BGRN

17 hedge funds and large institutions have $13.7M invested in iShares USD Green Bond ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

186% more capital invested

Capital invested by funds: $4.79M → $13.7M (+$8.93M)

55% more funds holding

Funds holding: 11 → 17 (+6)

14.78% more ownership

Funds ownership: 17.23% → 32.01% (+15%)

Holders
17
Holders Change
+6
Holders Change %
+54.55%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
9
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.22M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.18M
3
NWM
Nicola Wealth Management
British Columbia, Canada
+$1.09M
4
RCS
Retirement Capital Strategies
California
+$954K
5
ASN
Advisory Services Network
Georgia
+$379K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$55
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.99M +$2.22M +40,514 +265%
RCS
2
Retirement Capital Strategies
California
$2.75M +$954K +17,433 +52%
SA
3
Stewardship Advisors
Pennsylvania
$2.29M +$2.34M +42,765 New
Jane Street
4
Jane Street
New York
$1.17M +$361K +6,605 +43%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.16M +$1.18M +21,556 New
NWM
6
Nicola Wealth Management
British Columbia, Canada
$1.07M +$1.09M +20,000 New
FANJ
7
Financial Architects (New Jersey)
New Jersey
$537K +$149K +2,728 +37%
WS
8
Wedbush Securities
California
$472K +$116K +2,120 +32%
UBS Group
9
UBS Group
Switzerland
$374K +$168K +3,070 +78%
ASN
10
Advisory Services Network
Georgia
$372K +$379K +6,937 New
Bank of America
11
Bank of America
North Carolina
$231K +$155K +2,825 +192%
AssetMark Inc
12
AssetMark Inc
California
$99K +$29.5K +539 +42%
ED
13
Exane Derivatives
France
$89.1K +$90.3K +1,650 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
AA
15
Advisory Alpha
Michigan
$27.5K +$27.9K +510 New
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$27K +$20.9K +382 +97%
AG
17
Advisor Group
Arizona
$15K +$15K +275 New
Wells Fargo
18
Wells Fargo
California
– -$55 -1 Closed

BGRN Hedge Fund Activity: Q4 2019 in Review

17 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2019, worth a combined $13.7M — up 186% from $4.79M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BGRN positions and 1 closed out — a net gain of 6 holders — while 9 added to existing stakes and 0 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.22M. The largest seller was Wells Fargo, exiting entirely with an estimated $55 sold.

  • 17 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2019, up from 11 in Q3 2019.
  • Funds reported $13.7M of iShares USD Green Bond ETF stock for Q4 2019, up 186% quarter-over-quarter.
  • 7 funds opened new iShares USD Green Bond ETF positions in Q4 2019 and 1 closed out, a net change of +6 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2019 was Royal Bank of Canada, an estimated $2.22M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2019 was Wells Fargo, an estimated $55 sold.

Based on aggregated 13F filings for Q4 2019.