iShares USD Green Bond ETF
BGRN
47 hedge funds and large institutions have $61.7M invested in iShares USD Green Bond ETF in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 4 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 4
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
54% more capital invested
Capital invested by funds: $40.1M → $61.7M (+$21.6M)
21% more funds holding
Funds holding: 39 → 47 (+8)
1.24% more ownership
Funds ownership: 37.92% → 39.16% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$12.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.13M |
| 3 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$1.12M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.03M |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$990K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.17M |
| 2 |
Jane Street
New York
|
-$1.1M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$549K |
| 4 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$173K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$115K |
BGRN Hedge Fund Activity: Q4 2020 in Review
47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2020, worth a combined $61.7M — up 54% from $40.1M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BGRN positions and 4 closed out — a net gain of 10 holders — while 20 added to existing stakes and 4 trimmed.
The largest buyer was Betterment LLC, opening a new position worth an estimated $12.7M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $1.17M sold.
- 47 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2020, up from 39 in Q3 2020.
- Funds reported $61.7M of iShares USD Green Bond ETF stock for Q4 2020, up 54% quarter-over-quarter.
- 14 funds opened new iShares USD Green Bond ETF positions in Q4 2020 and 4 closed out, a net change of +10 holders.
- The largest iShares USD Green Bond ETF buyer in Q4 2020 was Betterment LLC, an estimated $12.7M added.
- The largest iShares USD Green Bond ETF seller in Q4 2020 was Brookstone Capital Management, an estimated $1.17M sold.
Based on aggregated 13F filings for Q4 2020.