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iShares USD Green Bond ETF

119 hedge funds and large institutions have $305M invested in iShares USD Green Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

3% more funds holding

Funds holding: 116119 (+3)

2% more capital invested

Capital invested by funds: $300M → $305M (+$5.24M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.76% less ownership

Funds ownership: 73.75%70.99% (-2.8%)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
65
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$1.56M +$85K +1,780 +6%
Wealthfront Advisers
27
Wealthfront Advisers
California
$1.37M +$182K +3,809 +15%
PWMG
28
Private Wealth Management Group
New Jersey
$1.27M +$66.7K +1,398 +6%
IWA
29
Invera Wealth Advisors
Oregon
$1.24M +$83.6K +1,751 +7%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$1.04M +$59.3K +1,242 +6%
FWP
31
Falcon Wealth Planning
California
$1.01M +$266K +5,562 +36%
NA
32
NewEdge Advisors
Louisiana
$997K +$457K +9,582 +86%
BC
33
Brio Consultants
California
$956K +$85.2K +1,785 +10%
NEI
34
Northwest & Ethical Investments
Ontario, Canada
$919K
Franklin Resources
35
Franklin Resources
California
$893K +$9.31K +195 +1%
OFG
36
Omega Financial Group
California
$891K +$21.3K +447 +2%
Osaic Holdings
37
Osaic Holdings
Arizona
$865K +$212K +4,431 +33%
HighTower Advisors
38
HighTower Advisors
Illinois
$839K -$139K -2,902 -14%
AFG
39
Atomi Financial Group
New York
$827K +$190K +3,978 +30%
EFN
40
Equita Financial Network
Pennsylvania
$825K +$226K +4,733 +38%
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$811K -$179K -3,753 -18%
BBW
42
Blue Barn Wealth
Utah
$801K -$217K -4,555 -21%
SRB
43
Shotwell Rutter Baer
Michigan
$794K +$39.6K +829 +5%
DAS
44
Dynamic Advisor Solutions
Arizona
$760K -$55.7K -1,166 -7%
SC
45
Savant Capital
Illinois
$760K +$754K +15,784 New
TWM
46
Tanager Wealth Management
United Kingdom
$715K +$7.78K +163 +1%
AWM
47
Aprio Wealth Management
Georgia
$681K +$4.87K +102 +0.7%
Ameriprise
48
Ameriprise
Minnesota
$679K +$35K +734 +5%
JFGLC
49
Johnson Financial Group LLC (Colorado)
Colorado
$675K
CPCM
50
Cardinal Point Capital Management
Ontario, Canada
$634K +$47.9K +1,004 +8%

BGRN Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2025, worth a combined $305M — up 1.7% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BGRN positions and 7 closed out — a net gain of 6 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.52M. The largest seller was Envestnet Asset Management, cutting an estimated $25.7M.

  • 119 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2025, up from 116 in Q2 2025.
  • Funds reported $305M of iShares USD Green Bond ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 13 funds opened new iShares USD Green Bond ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $9.52M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.