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iShares USD Green Bond ETF

131 hedge funds and large institutions have $328M invested in iShares USD Green Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

97% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 30

11% more funds holding

Funds holding: 118131 (+13)

2% more capital invested

Capital invested by funds: $321M → $328M (+$7.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.72% less ownership

Funds ownership: 72.45%70.73% (-1.7%)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
59
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Invera Wealth Advisors
Oregon
$1.2M +$70.1K +1,465 +6%
EFN
27
Equita Financial Network
Pennsylvania
$1.1M -$26.7K -558 -2%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$1.09M +$51.8K +1,082 +5%
MWM
29
Modern Wealth Management
Kansas
$1.03M -$416K -8,687 -29%
NEI
30
Northwest & Ethical Investments
Ontario, Canada
$1.03M
ZAM
31
Zevin Asset Management
Massachusetts
$978K -$792K -16,533 -45%
FWP
32
Falcon Wealth Planning
California
$959K -$48.2K -1,006 -5%
MFPI
33
Midwest Financial Partners Investments
Minnesota
$902K +$65.6K +1,371 +8%
OFG
34
Omega Financial Group
California
$892K +$13.8K +289 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$890K +$56.7K +1,184 +7%
Bank Julius Baer & Co
36
Bank Julius Baer & Co
Switzerland
$888K -$1.26M -26,300 -58%
Osaic Holdings
37
Osaic Holdings
Arizona
$887K +$218K +4,546 +32%
WCFA
38
Walkner Condon Financial Advisors
Wisconsin
$852K +$40.5K +846 +5%
AFG
39
Atomi Financial Group
New York
$805K -$28.5K -596 -3%
Franklin Resources
40
Franklin Resources
California
$800K -$93.3K -1,949 -10%
DAS
41
Dynamic Advisor Solutions
Arizona
$799K +$43.4K +907 +6%
LW
42
Livet Wealth
Utah
$790K -$9.58K -200 -1%
SRB
43
Shotwell Rutter Baer
Michigan
$785K -$3.35K -70 -0.4%
Ameriprise
44
Ameriprise
Minnesota
$744K +$247K +5,158 +49%
PS
45
Principal Securities
Iowa
$708K +$58.5K +1,222 +9%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$707K +$398K +8,307 +124%
TWM
47
Tanager Wealth Management
United Kingdom
$705K
NA
48
NewEdge Advisors
Louisiana
$705K -$310K -6,484 -30%
CPCM
49
Cardinal Point Capital Management
Ontario, Canada
$657K +$19.2K +402 +3%
SC
50
Savant Capital
Illinois
$653K -$42.6K -890 -6%

BGRN Hedge Fund Activity: Q1 2026 in Review

131 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2026, worth a combined $328M — up 2.5% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BGRN positions and 3 closed out — a net gain of 14 holders — while 59 added to existing stakes and 30 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.82M. The largest seller was Empower Advisory Group, cutting an estimated $8.11M.

  • 131 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2026, up from 118 in Q4 2025.
  • Funds reported $328M of iShares USD Green Bond ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 17 funds opened new iShares USD Green Bond ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2026 was Mercer Global Advisors, an estimated $9.82M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2026 was Empower Advisory Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2026.