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iShares USD Green Bond ETF
BGRN

87 hedge funds and large institutions have $173M invested in iShares USD Green Bond ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 19

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $151M → $173M (+$22.4M)

5.82% more ownership

Funds ownership: 51.58% → 57.4% (+5.8%)

2% less funds holding

Funds holding: 89 → 87 (-2)

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
36
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FF
Francis Financial
+$7.58M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.95M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.72M
4
LPL Financial
LPL Financial
California
+$2.62M
5
Betterment LLC
Betterment LLC
New York
+$988K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.36M
2
OMC
Old Mission Capital
Illinois
-$438K
3
Ameriprise
Ameriprise
Minnesota
-$420K
4
UBS Group
UBS Group
Switzerland
-$391K
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$43.9M +$43.5M +930,957 New
Betterment LLC
2
Betterment LLC
New York
$42.3M +$988K +21,141 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.04M +$20.5K +439 +0.3%
FF
4
Francis Financial
$8M +$7.58M +162,202 +2,098%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.07M +$2.95M +63,078 +96%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$4.98M +$2.72M +58,215 +123%
Bank of America
7
Bank of America
North Carolina
$4.75M +$152K +3,248 +3%
SA
8
Stewardship Advisors
Pennsylvania
$4.5M +$24.4K +522 +0.5%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$3.74M -$360K -7,700 -9%
LPL Financial
10
LPL Financial
California
$3.36M +$2.62M +56,094 +366%
CAN
11
Cetera Advisor Networks
California
$3.36M +$146K +3,127 +5%
PI
12
PFS Investments
Georgia
$3.27M +$297K +6,360 +10%
LWP
13
Laurel Wealth Planning
Minnesota
$2.75M +$461K +9,861 +20%
UBS Group
14
UBS Group
Switzerland
$2.67M -$391K -8,357 -13%
Creative Planning
15
Creative Planning
Kansas
$2.27M +$30.3K +648 +1%
Bank Julius Baer & Co
16
Bank Julius Baer & Co
Switzerland
$2.26M – – –
BFG
17
Berger Financial Group
Minnesota
$1.81M -$121K -2,591 -6%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.42M +$201K +4,298 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.19M +$127K +2,723 +12%
ASN
20
Advisory Services Network
Georgia
$1.18M -$26.2K -561 -2%
WCFA
21
Walkner Condon Financial Advisors
Wisconsin
$993K +$105K +2,239 +12%
NWM
22
Nicola Wealth Management
British Columbia, Canada
$942K +$935K +20,000 New
CCWA
23
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$808K +$81.7K +1,748 +11%
BBW
24
Blue Barn Wealth
Utah
$800K +$46.3K +991 +6%
Franklin Resources
25
Franklin Resources
California
$791K +$504K +10,784 +179%
1
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BGRN Hedge Fund Activity: Q1 2023 in Review

87 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2023, worth a combined $173M — up 15% from $151M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGRN positions and 9 closed out — a net gain of 2 holders — while 36 added to existing stakes and 19 trimmed.

The largest buyer was Francis Financial, adding an estimated $7.58M. The largest seller was Jane Street, exiting entirely with an estimated $2.36M sold.

  • 87 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2023, down from 89 in Q4 2022.
  • Funds reported $173M of iShares USD Green Bond ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 11 funds opened new iShares USD Green Bond ETF positions in Q1 2023 and 9 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2023 was Francis Financial, an estimated $7.58M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2023 was Jane Street, an estimated $2.36M sold.

Based on aggregated 13F filings for Q1 2023.