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iShares USD Green Bond ETF
BGRN

61 hedge funds and large institutions have $112M invested in iShares USD Green Bond ETF in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $97.6M → $112M (+$14.1M)

2% more funds holding

Funds holding: 60 → 61 (+1)

0.47% more ownership

Funds ownership: 46.33% → 46.8% (+0.47%)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$6.98M
2
Jane Street
Jane Street
New York
+$4.55M
3
SG Americas Securities
SG Americas Securities
New York
+$2.12M
4
WS
Wedbush Securities
California
+$1.59M
5
UBS Group
UBS Group
Switzerland
+$1.33M

Top Sellers

1
NWM
Nicola Wealth Management
British Columbia, Canada
-$3.33M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.87M
3
FTUS
Flow Traders U.S.
New York
-$1.03M
4
LPL Financial
LPL Financial
California
-$652K
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$34.1M +$6.98M +125,801 +25%
UBS Group
2
UBS Group
Switzerland
$10.5M +$1.33M +24,018 +14%
NWM
3
Nicola Wealth Management
British Columbia, Canada
$8.51M -$3.33M -60,000 -28%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.31M +$1.16M +20,983 +19%
Jane Street
5
Jane Street
New York
$5.77M +$4.55M +81,903 +352%
KPWS
6
Kestra Private Wealth Services
Texas
$4.08M +$177K +3,196 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.04M +$1.11M +19,991 +37%
WS
8
Wedbush Securities
California
$3.94M +$1.59M +28,603 +66%
Bank of America
9
Bank of America
North Carolina
$3.88M -$53.4K -962 -1%
SA
10
Stewardship Advisors
Pennsylvania
$3.82M +$1.05M +18,946 +37%
BFG
11
Berger Financial Group
Minnesota
$2.91M -$215K -3,866 -7%
SG Americas Securities
12
SG Americas Securities
New York
$2.09M +$2.12M +38,125 New
Osaic Holdings
13
Osaic Holdings
Arizona
$1.97M +$102K +1,835 +5%
Creative Planning
14
Creative Planning
Kansas
$1.97M +$275K +4,959 +16%
Bank Julius Baer & Co
15
Bank Julius Baer & Co
Switzerland
$1.37M +$499 +9 +0%
LPL Financial
16
LPL Financial
California
$1.15M -$652K -11,744 -36%
ASN
17
Advisory Services Network
Georgia
$1.1M +$214K +3,848 +24%
FIG
18
FundX Investment Group
California
$1.09M -$188K -3,381 -15%
Citadel Advisors
19
Citadel Advisors
Florida
$1.04M -$2.87M -51,727 -73%
FANJ
20
Financial Architects (New Jersey)
New Jersey
$1.02M +$76.5K +1,379 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$979K -$1.94K -35 -0.2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$892K +$135K +2,438 +18%
BBW
23
Blue Barn Wealth
Utah
$793K – – –
MWM
24
Mascoma Wealth Management
New Hampshire
$635K +$49.8K +898 +8%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$616K +$131K +2,353 +27%
1
2 3

BGRN Hedge Fund Activity: Q3 2021 in Review

61 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2021, worth a combined $112M — up 14% from $97.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGRN positions and 6 closed out — a net gain of 3 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was Betterment LLC, adding an estimated $6.98M. The largest seller was Nicola Wealth Management, cutting an estimated $3.33M.

  • 61 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2021, up from 60 in Q2 2021.
  • Funds reported $112M of iShares USD Green Bond ETF stock for Q3 2021, up 14% quarter-over-quarter.
  • 9 funds opened new iShares USD Green Bond ETF positions in Q3 2021 and 6 closed out, a net change of +3 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2021 was Betterment LLC, an estimated $6.98M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2021 was Nicola Wealth Management, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2021.