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iShares USD Green Bond ETF
BGRN

92 hedge funds and large institutions have $188M invested in iShares USD Green Bond ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 23

9% more capital invested

Capital invested by funds: $173M → $188M (+$15.3M)

6% more funds holding

Funds holding: 87 → 92 (+5)

2.1% more ownership

Funds ownership: 57.4% → 59.5% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
92
Holders Change
+5
Holders Change %
+5.75%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
41
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.69M
2
Betterment LLC
Betterment LLC
New York
+$2.09M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.63M
4
FF
Francis Financial
+$1.14M
5
Jane Street
Jane Street
New York
+$882K

Top Sellers

1
NWM
Nicola Wealth Management
British Columbia, Canada
-$942K
2
MWM
Mascoma Wealth Management
New Hampshire
-$308K
3
BFG
Berger Financial Group
Minnesota
-$305K
4
LWP
Laurel Wealth Planning
Minnesota
-$253K
5
FTUS
Flow Traders U.S.
New York
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$44M +$668K +14,265 +2%
Betterment LLC
2
Betterment LLC
New York
$43.9M +$2.09M +44,668 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$13.6M +$7.69M +164,265 +127%
FF
4
Francis Financial
$9.04M +$1.14M +24,270 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.96M +$21.8K +466 +0.3%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$6.54M +$1.63M +34,858 +33%
Bank of America
7
Bank of America
North Carolina
$5.18M +$484K +10,337 +10%
SA
8
Stewardship Advisors
Pennsylvania
$4.99M +$549K +11,719 +12%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$3.62M -$74.9K -1,600 -2%
PI
10
PFS Investments
Georgia
$3.38M +$162K +3,451 +5%
CAN
11
Cetera Advisor Networks
California
$3.31M -$9.31K -199 -0.3%
LPL Financial
12
LPL Financial
California
$3.21M -$110K -2,357 -3%
Bank Julius Baer & Co
13
Bank Julius Baer & Co
Switzerland
$2.66M +$427K +9,130 +19%
UBS Group
14
UBS Group
Switzerland
$2.59M -$48.7K -1,040 -2%
LWP
15
Laurel Wealth Planning
Minnesota
$2.46M -$253K -5,410 -9%
Creative Planning
16
Creative Planning
Kansas
$2.38M +$143K +3,058 +6%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.51M +$111K +2,372 +8%
BFG
18
Berger Financial Group
Minnesota
$1.48M -$305K -6,524 -17%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.41M +$244K +5,217 +21%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.22M -$192K -4,102 -14%
ASN
21
Advisory Services Network
Georgia
$1.16M -$3.65K -78 -0.3%
AssetMark Inc
22
AssetMark Inc
California
$1.13M +$441K +9,413 +63%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$887K -$95.5K -2,040 -10%
Jane Street
24
Jane Street
New York
$877K +$882K +18,851 New
DAS
25
Dynamic Advisor Solutions
Arizona
$858K +$165K +3,515 +24%
1
2 3 4 5

BGRN Hedge Fund Activity: Q2 2023 in Review

92 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2023, worth a combined $188M — up 8.9% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BGRN positions and 5 closed out — a net gain of 7 holders — while 41 added to existing stakes and 23 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.69M. The largest seller was Nicola Wealth Management, exiting entirely with an estimated $942K sold.

  • 92 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $188M of iShares USD Green Bond ETF stock for Q2 2023, up 8.9% quarter-over-quarter.
  • 12 funds opened new iShares USD Green Bond ETF positions in Q2 2023 and 5 closed out, a net change of +7 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $7.69M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2023 was Nicola Wealth Management, an estimated $942K sold.

Based on aggregated 13F filings for Q2 2023.