iShares USD Green Bond ETF
BGRN
133 hedge funds and large institutions have $398M invested in iShares USD Green Bond ETF in 2026 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 23 reducing their positions, and 11 closing their positions.
191% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 23
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
21% more capital invested
Capital invested by funds: $328M → $398M (+$70M)
6.06% more ownership
Funds ownership: 70.73% → 76.79% (+6.1%)
2% more funds holding
Funds holding: 131 → 133 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Shepherd Wealth Management
Cincinnati,
Ohio
|
+$25.2M |
| 2 |
Betterment LLC
New York
|
+$6.09M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.51M |
| 4 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$2.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$607K |
| 2 |
Mariner
Overland Park,
Kansas
|
-$575K |
| 3 |
Goldman Sachs
New York
|
-$376K |
| 4 |
PWMG
Private Wealth Management Group
Princeton,
New Jersey
|
-$282K |
| 5 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$269K |
BGRN Hedge Fund Activity: Q2 2026 in Review
133 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2026, worth a combined $398M — up 21% from $328M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BGRN positions and 11 closed out — a net gain of 4 holders — while 67 added to existing stakes and 23 trimmed.
The largest buyer was Shepherd Wealth Management, opening a new position worth an estimated $25.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $607K sold.
- 133 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2026, up from 131 in Q1 2026.
- Funds reported $398M of iShares USD Green Bond ETF stock for Q2 2026, up 21% quarter-over-quarter.
- 15 funds opened new iShares USD Green Bond ETF positions in Q2 2026 and 11 closed out, a net change of +4 holders.
- The largest iShares USD Green Bond ETF buyer in Q2 2026 was Shepherd Wealth Management, an estimated $25.2M added.
- The largest iShares USD Green Bond ETF seller in Q2 2026 was Citadel Advisors, an estimated $607K sold.
Based on aggregated 13F filings for Q2 2026.