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iShares USD Green Bond ETF
BGRN

Overview Fund Activity

111 hedge funds and large institutions have $297M invested in iShares USD Green Bond ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
54
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$35.6M
2
Bank of America
2
Bank of America
North Carolina
$14.3M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$1.73M
4
Raymond James Financial
4
Raymond James Financial
Florida
$3.26M
5
Wells Fargo
5
Wells Fargo
California
$1.66M

Top Sellers

1
FF
1
Francis Financial
$12.1M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.47M
3
Jane Street
3
Jane Street
New York
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
NEI
5
Northwest & Ethical Investments
Ontario, Canada
$910K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
51
NewEdge Advisors
Louisiana
$531K 11,137 +527 +5%
Citigroup
52
Citigroup
New York
$474K 9,943 -1,112 -10%
AIP
53
Ameritas Investment Partners
Nebraska
$451K 9,469 +369 +4%
KPWS
54
Kestra Private Wealth Services
Texas
$447K 9,373 +52 +0.6%
PS
55
Principal Securities
Iowa
$413K 8,668 +1,758 +25%
WA
56
Westfuller Advisors
New York
$386K 8,101 +15 +0.2%
KAS
57
Kestra Advisory Services
Texas
$383K 8,025 +1,888 +31%
MML Investors Services
58
MML Investors Services
Massachusetts
$377K 7,898 -167 -2%
Lido Advisors
59
Lido Advisors
California
$347K 7,283 -1,473 -17%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$336K 7,045 +7,045 New
MCM
61
MAI Capital Management
Ohio
$329K 6,902 +13 +0.2%
Morgan Stanley
62
Morgan Stanley
New York
$312K 6,538 -4,762 -42%
DC
63
Dorval Corp
Minnesota
$274K 5,738 – –
Stifel Financial
64
Stifel Financial
Missouri
$273K 5,719 +1,251 +28%
FNC
65
First National Corp
Massachusetts
$267K 5,604 +168 +3%
KL
66
KilterHowling LLC
Colorado
$264K 5,529 +20 +0.4%
CWM
67
Congress Wealth Management
Massachusetts
$259K 5,423 +972 +22%
XPN
68
XY Planning Network
Montana
$257K 5,386 +143 +3%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$216K 4,554 +689 +18%
PWM
70
Perigon Wealth Management
California
$208K 4,353 – –
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$202K 4,238 +4,238 New
MBFW
72
Morton Brown Family Wealth
Pennsylvania
$168K 3,527 +75 +2%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$159K 3,332 – –
LI
74
LRI Investments
Florida
$148K 3,099 – –
S
75
Sachetta
Massachusetts
$123K 2,572 +175 +7%
1 2
3
4 5