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iShares USD Green Bond ETF
BGRN

89 hedge funds and large institutions have $151M invested in iShares USD Green Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

24% more funds holding

Funds holding: 72 → 89 (+17)

9% more capital invested

Capital invested by funds: $138M → $151M (+$12.4M)

2.88% more ownership

Funds ownership: 48.7% → 51.58% (+2.9%)

Holders
89
Holders Change
+17
Holders Change %
+23.61%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
35
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Betterment LLC
Betterment LLC
New York
+$3.08M
2
PI
PFS Investments
Georgia
+$2.87M
3
Jane Street
Jane Street
New York
+$1.89M
4
PCA
Personal Capital Advisors
California
+$1.44M
5
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$764K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.06M
3
Bank of America
Bank of America
North Carolina
-$1.02M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$370K
5
KPWS
Kestra Private Wealth Services
Texas
-$265K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1
Personal Capital Advisors
California
$41.7M +$1.44M +31,397 +4%
Betterment LLC
2
Betterment LLC
New York
$40.3M +$3.08M +67,302 +8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.82M +$297K +6,491 +4%
Bank of America
4
Bank of America
North Carolina
$4.49M -$1.02M -22,263 -19%
SA
5
Stewardship Advisors
Pennsylvania
$4.37M -$83K -1,814 -2%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$4.01M -$137K -3,000 -3%
CAN
7
Cetera Advisor Networks
California
$3.14M +$11.3K +248 +0.4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.03M +$338K +7,386 +13%
UBS Group
9
UBS Group
Switzerland
$2.99M -$113K -2,465 -4%
PI
10
PFS Investments
Georgia
$2.89M +$2.87M +62,791 New
Jane Street
11
Jane Street
New York
$2.36M +$1.89M +41,237 +406%
LWP
12
Laurel Wealth Planning
Minnesota
$2.23M +$89.1K +1,949 +4%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$2.21M +$764K +16,702 +53%
Creative Planning
14
Creative Planning
Kansas
$2.19M +$256K +5,598 +13%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$2.18M +$588K +12,863 +37%
BFG
16
Berger Financial Group
Minnesota
$1.88M -$12.3K -270 -0.7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.19M +$370K +8,087 +46%
ASN
18
Advisory Services Network
Georgia
$1.18M +$28.9K +632 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.05M -$1.06M -23,181 -50%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.03M -$16.1K -353 -2%
Ameriprise
21
Ameriprise
Minnesota
$953K +$111K +2,427 +13%
WCFA
22
Walkner Condon Financial Advisors
Wisconsin
$868K +$90.1K +1,969 +12%
FANJ
23
Financial Architects (New Jersey)
New Jersey
$747K +$7.27K +159 +1%
BBW
24
Blue Barn Wealth
Utah
$736K +$9.29K +203 +1%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$708K -$11.7K -255 -2%
1
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BGRN Hedge Fund Activity: Q4 2022 in Review

89 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2022, worth a combined $151M — up 8.9% from $138M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BGRN positions and 6 closed out — a net gain of 17 holders — while 35 added to existing stakes and 21 trimmed.

The largest buyer was Betterment LLC, adding an estimated $3.08M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.72M sold.

  • 89 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $151M of iShares USD Green Bond ETF stock for Q4 2022, up 8.9% quarter-over-quarter.
  • 23 funds opened new iShares USD Green Bond ETF positions in Q4 2022 and 6 closed out, a net change of +17 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2022 was Betterment LLC, an estimated $3.08M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2022 was Citadel Advisors, an estimated $1.72M sold.

Based on aggregated 13F filings for Q4 2022.