iShares USD Green Bond ETF
BGRN
87 hedge funds and large institutions have $174M 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.
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
16% more capital invested
Capital invested by funds: $151M → $174M (+$23.8M)
5.82% more ownership
Funds ownership: 51.58% → 57.4% (+5.8%)
2% less funds holding
Funds holding: 89 → 87 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Francis Financial
|
+$7.58M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.95M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.72M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.62M |
| 5 |
Betterment LLC
New York
|
+$988K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.36M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$438K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$420K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$391K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$360K |
BGRN Hedge Fund Activity: Q1 2023 in Review
87 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2023, worth a combined $174M — up 16% 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 $174M of iShares USD Green Bond ETF stock for Q1 2023, up 16% 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.