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iShares USD Green Bond ETF

118 hedge funds and large institutions have $321M invested in iShares USD Green Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 23

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $305M → $321M (+$15.6M)

1.47% more ownership

Funds ownership: 70.99%72.45% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 119118 (-1)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
63
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
26
Private Wealth Management Group
New Jersey
$1.28M +$13.5K +281 +1%
IWA
27
Invera Wealth Advisors
Oregon
$1.14M -$94.8K -1,971 -8%
EFN
28
Equita Financial Network
Pennsylvania
$1.14M +$321K +6,671 +39%
Citadel Advisors
29
Citadel Advisors
Florida
$1.13M -$948K -19,699 -45%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$1.04M +$12K +249 +1%
NEI
31
Northwest & Ethical Investments
Ontario, Canada
$1.04M
BC
32
Brio Consultants
California
$1.03M +$80.9K +1,682 +8%
NA
33
NewEdge Advisors
Louisiana
$1.02M +$29.5K +614 +3%
FWP
34
Falcon Wealth Planning
California
$1.02M +$12.4K +257 +1%
Franklin Resources
35
Franklin Resources
California
$902K +$12.6K +262 +1%
OFG
36
Omega Financial Group
California
$887K -$144 -3 -0%
MFPI
37
Midwest Financial Partners Investments
Minnesota
$845K +$848K +17,632 New
AFG
38
Atomi Financial Group
New York
$842K +$18.5K +384 +2%
HighTower Advisors
39
HighTower Advisors
Illinois
$842K +$5.48K +114 +0.7%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$820K +$12K +249 +1%
LW
41
Livet Wealth
Utah
$807K +$810K +16,834 New
SRB
42
Shotwell Rutter Baer
Michigan
$796K +$4.47K +93 +0.6%
JFGLC
43
Johnson Financial Group LLC (Colorado)
Colorado
$783K +$111K +2,312 +16%
DAS
44
Dynamic Advisor Solutions
Arizona
$764K +$6.73K +140 +0.9%
TWM
45
Tanager Wealth Management
United Kingdom
$712K
SC
46
Savant Capital
Illinois
$702K -$54.6K -1,136 -7%
Osaic Holdings
47
Osaic Holdings
Arizona
$677K -$185K -3,853 -21%
PS
48
Principal Securities
Iowa
$656K +$135K +2,809 +26%
CPCM
49
Cardinal Point Capital Management
Ontario, Canada
$644K +$13.4K +278 +2%
VAF
50
Values Added Financial
District of Columbia
$641K +$247K +5,141 +63%

BGRN Hedge Fund Activity: Q4 2025 in Review

118 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2025, worth a combined $321M — up 5.1% from $305M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGRN positions and 9 closed out — a net gain of 2 holders — while 63 added to existing stakes and 23 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $9.31M. The largest seller was Jane Street, exiting entirely with an estimated $3.91M sold.

  • 118 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2025, down from 119 in Q3 2025.
  • Funds reported $321M of iShares USD Green Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 11 funds opened new iShares USD Green Bond ETF positions in Q4 2025 and 9 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2025 was Empower Advisory Group, an estimated $9.31M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2025 was Jane Street, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2025.