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iShares USD Green Bond ETF

116 hedge funds and large institutions have $300M invested in iShares USD Green Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

1.11% more ownership

Funds ownership: 72.64%73.75% (+1.1%)

3% more capital invested

Capital invested by funds: $292M → $300M (+$7.32M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 118116 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
57
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Invera Wealth Advisors
Oregon
$1.15M +$59.9K +1,274 +6%
BBW
27
Blue Barn Wealth
Utah
$1.01M +$35.9K +763 +4%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$982K -$134K -2,843 -12%
HighTower Advisors
29
HighTower Advisors
Illinois
$970K -$293K -6,236 -23%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$968K -$820K -17,450 -46%
FAFN
31
First Affirmative Financial Network
Colorado
$947K +$934K +19,875 New
NEI
32
Northwest & Ethical Investments
Ontario, Canada
$910K -$868K -18,456 Closed
Franklin Resources
33
Franklin Resources
California
$875K +$9.17K +195 +1%
BC
34
Brio Consultants
California
$862K +$376 +8 +0%
OFG
35
Omega Financial Group
California
$861K +$16.5K +352 +2%
DAS
36
Dynamic Advisor Solutions
Arizona
$808K +$29.7K +631 +4%
BMD
37
Better Money Decisions
New Mexico
$768K +$17K +362 +2%
SRB
38
Shotwell Rutter Baer
Michigan
$744K -$7.33K -156 -1%
FWP
39
Falcon Wealth Planning
California
$734K +$178K +3,777 +32%
PP
40
PrairieView Partners
Minnesota
$710K +$21.4K +456 +3%
TWM
41
Tanager Wealth Management
United Kingdom
$700K
AAP
42
Arax Advisory Partners
Colorado
$680K +$671K +14,272 New
AWM
43
Aprio Wealth Management
Georgia
$670K +$25.1K +533 +4%
JFGLC
44
Johnson Financial Group LLC (Colorado)
Colorado
$669K
Osaic Holdings
45
Osaic Holdings
Arizona
$645K +$110K +2,342 +21%
Ameriprise
46
Ameriprise
Minnesota
$638K -$13.7K -292 -2%
AFG
47
Atomi Financial Group
New York
$629K +$7.43K +158 +1%
SVWAG
48
Sound View Wealth Advisors Group
Georgia
$601K +$41.9K +891 +8%
EFN
49
Equita Financial Network
Pennsylvania
$591K +$185K +3,937 +46%
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$579K +$156K +3,315 +38%

BGRN Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2025, worth a combined $300M — up 2.5% from $292M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BGRN and 13 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 57 added.

The largest buyer was Mercer Global Advisors, adding an estimated $4.43M. The largest seller was Francis Financial, cutting an estimated $5.48M.

  • 116 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2025, down from 118 in Q1 2025.
  • Funds reported $300M of iShares USD Green Bond ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 13 funds opened new iShares USD Green Bond ETF positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $4.43M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2025 was Francis Financial, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2025.