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iShares USD Green Bond ETF
BGRN

76 hedge funds and large institutions have $155M invested in iShares USD Green Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

22% more capital invested

Capital invested by funds: $127M → $155M (+$27.9M)

8.13% more ownership

Funds ownership: 49.28% → 57.41% (+8.1%)

0% more funds holding

Funds holding: 76 → 76 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
76
Holders Change
–
Holders Change %
0%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
34
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Personal Capital Advisors
California
+$37.7M
2
Jane Street
Jane Street
New York
+$1.64M
3
Bank of America
Bank of America
North Carolina
+$1.3M
4
FTUS
Flow Traders U.S.
New York
+$946K
5
Citadel Advisors
Citadel Advisors
Florida
+$623K

Top Sellers

1
KPWS
Kestra Private Wealth Services
Texas
-$3.43M
2
UBS Group
UBS Group
Switzerland
-$1.35M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.05M
4
FANJ
Financial Architects (New Jersey)
New Jersey
-$932K
5
MWM
Mascoma Wealth Management
New Hampshire
-$812K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$38.7M +$250K +5,169 +0.6%
PCA
2
Personal Capital Advisors
California
$37.2M +$37.7M +778,768 New
Jane Street
3
Jane Street
New York
$13.1M +$1.64M +33,951 +14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.78M -$586K -12,089 -7%
NWM
5
Nicola Wealth Management
British Columbia, Canada
$5.13M – – –
Bank of America
6
Bank of America
North Carolina
$4.88M +$1.3M +26,865 +36%
SA
7
Stewardship Advisors
Pennsylvania
$4.45M -$129K -2,666 -3%
HSBC Holdings
8
HSBC Holdings
United Kingdom
$4.31M – – –
UBS Group
9
UBS Group
Switzerland
$4.08M -$1.35M -27,819 -25%
CAN
10
Cetera Advisor Networks
California
$3.19M +$85.6K +1,766 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.37M -$18K -371 -0.7%
LWP
12
Laurel Wealth Planning
Minnesota
$2.07M +$48.9K +1,010 +2%
Citadel Advisors
13
Citadel Advisors
Florida
$2.07M +$623K +12,863 +42%
BFG
14
Berger Financial Group
Minnesota
$2.02M -$147K -3,033 -7%
Creative Planning
15
Creative Planning
Kansas
$1.84M +$156K +3,210 +9%
LPL Financial
16
LPL Financial
California
$1.82M -$237K -4,891 -11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.78M +$549K +11,326 +44%
FTUS
18
Flow Traders U.S.
New York
$1.28M +$946K +19,523 +266%
ASN
19
Advisory Services Network
Georgia
$1.23M +$171K +3,526 +16%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$1.19M – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$1.14M -$1.05M -21,645 -48%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.11M +$573K +11,817 +105%
BBW
23
Blue Barn Wealth
Utah
$755K +$6.59K +136 +0.9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$731K -$74.2K -1,531 -9%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$728K +$208K +4,291 +39%
1
2 3 4

BGRN Hedge Fund Activity: Q2 2022 in Review

76 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2022, worth a combined $155M — up 22% from $127M a quarter earlier.

Fund positioning in BGRN was balanced in Q2 2022: 7 funds opened new positions, 7 closed out, 34 added to existing stakes and 19 trimmed.

The largest buyer was Personal Capital Advisors, opening a new position worth an estimated $37.7M. The largest seller was Kestra Private Wealth Services, cutting an estimated $3.43M.

  • 76 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $155M of iShares USD Green Bond ETF stock for Q2 2022, up 22% quarter-over-quarter.
  • 7 funds opened new iShares USD Green Bond ETF positions in Q2 2022 and 7 closed out, a net change of 0 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2022 was Personal Capital Advisors, an estimated $37.7M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2022 was Kestra Private Wealth Services, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2022.