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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

111 hedge funds and large institutions have $297M invested in iShares USD Green Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
54
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$35.6M
2
Bank of America
2
Bank of America
North Carolina
$14.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$1.73M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.26M
5
Wells Fargo
5
Wells Fargo
California
$1.66M

Top Sellers

1
FF
1
Francis Financial
$12.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M
3
Jane Street
3
Jane Street
New York
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
NEI
5
Northwest & Ethical Investments
Ontario, Canada
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
1
Betterment LLC
New York
$62.5M 1,310,676 -10,882 -0.8%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$50.6M 1,062,274 +11,848 +1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.6M 747,624 +94,227 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.4M 659,577 +22,780 +4%
Bank of America
5
Bank of America
North Carolina
$14.3M 299,337 +41,531 +16%
FF
6
Francis Financial
$12.1M 253,244 -116,502 -32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.7M 224,446 +7,116 +3%
LPL Financial
8
LPL Financial
California
$6.74M 141,492 +21,836 +18%
Creative Planning
9
Creative Planning
Kansas
$6.73M 141,099 +14,560 +12%
SI
10
Seeds Investor
New York
$5.37M 112,730 -5,879 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.03M 84,609 +1,573 +2%
UBS Group
12
UBS Group
Switzerland
$3.43M 71,932 -2,561 -3%
Raymond James Financial
13
Raymond James Financial
Florida
$3.26M 68,389 +35,370 +107%
AssetMark Inc
14
AssetMark Inc
California
$3.21M 67,385 +1,578 +2%
LWP
15
Laurel Wealth Planning
Minnesota
$3.02M 63,416 +4,114 +7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.47M 51,807 -40,509 -44%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$2.04M 42,700 +11,555 +37%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.86M 39,105 -428 -1%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$1.73M 36,187 +36,187 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.69M 35,426 +3,904 +12%
Wells Fargo
21
Wells Fargo
California
$1.66M 34,825 +34,630 +17,759%
MWM
22
Modern Wealth Management
Kansas
$1.46M 30,718 +13,529 +79%
PSA
23
Plum Street Advisors
Louisiana
$1.41M 29,569 -1,484 -5%
PWMG
24
Private Wealth Management Group
New Jersey
$1.19M 24,969 -250 -1%
Wealthfront Advisers
25
Wealthfront Advisers
California
$1.17M 24,602 +5,130 +26%
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