iShares USD Green Bond ETF
BGRN
60 hedge funds and large institutions have $97.6M invested in iShares USD Green Bond ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 7 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
10% more capital invested
Capital invested by funds: $88.7M → $97.6M (+$8.95M)
3% more funds holding
Funds holding: 58 → 60 (+2)
2.17% more ownership
Funds ownership: 44.15% → 46.33% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$7.27M |
| 2 |
NWM
Nicola Wealth Management
Vancouver,
British Columbia, Canada
|
+$3.55M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.03M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$1.01M |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
+$812K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.28M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$2.05M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$1.8M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
-$916K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$740K |
BGRN Hedge Fund Activity: Q2 2021 in Review
60 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2021, worth a combined $97.6M — up 10% from $88.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BGRN positions and 7 closed out — a net gain of 2 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Betterment LLC, adding an estimated $7.27M. The largest seller was Jane Street, cutting an estimated $2.28M.
- 60 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2021, up from 58 in Q1 2021.
- Funds reported $97.6M of iShares USD Green Bond ETF stock for Q2 2021, up 10% quarter-over-quarter.
- 9 funds opened new iShares USD Green Bond ETF positions in Q2 2021 and 7 closed out, a net change of +2 holders.
- The largest iShares USD Green Bond ETF buyer in Q2 2021 was Betterment LLC, an estimated $7.27M added.
- The largest iShares USD Green Bond ETF seller in Q2 2021 was Jane Street, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2021.