iShares USD Green Bond ETF
BGRN
39 hedge funds and large institutions have $40.1M invested in iShares USD Green Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 3 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
500% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 3
37% more capital invested
Capital invested by funds: $29.3M → $40.1M (+$10.8M)
34% more funds holding
Funds holding: 29 → 39 (+10)
2.22% more ownership
Funds ownership: 35.71% → 37.92% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.56M |
| 2 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
+$1.94M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.5M |
| 4 |
Jane Street
New York
|
+$636K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HF
HRT Financial
New York
|
-$271K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$83.5K |
| 3 |
AssetMark Inc
Concord,
California
|
-$32.7K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$26K |
BGRN Hedge Fund Activity: Q3 2020 in Review
39 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2020, worth a combined $40.1M — up 37% from $29.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BGRN positions and 1 closed out — a net gain of 10 holders — while 18 added to existing stakes and 3 trimmed.
The largest buyer was UBS Group, adding an estimated $2.56M. The largest seller was HRT Financial, exiting entirely with an estimated $271K sold.
- 39 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2020, up from 29 in Q2 2020.
- Funds reported $40.1M of iShares USD Green Bond ETF stock for Q3 2020, up 37% quarter-over-quarter.
- 11 funds opened new iShares USD Green Bond ETF positions in Q3 2020 and 1 closed out, a net change of +10 holders.
- The largest iShares USD Green Bond ETF buyer in Q3 2020 was UBS Group, an estimated $2.56M added.
- The largest iShares USD Green Bond ETF seller in Q3 2020 was HRT Financial, an estimated $271K sold.
Based on aggregated 13F filings for Q3 2020.