We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF

118 hedge funds and large institutions have $292M invested in iShares USD Green Bond ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 25

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

1.85% more ownership

Funds ownership: 70.8%72.64% (+1.8%)

5% more capital invested

Capital invested by funds: $279M → $292M (+$13.4M)

1% more funds holding

Funds holding: 117118 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
57
Reduced
25
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$524K +$519K +11,055 New
NA
52
NewEdge Advisors
Louisiana
$502K +$105K +2,242 +27%
CFG
53
Carr Financial Group
Massachusetts
$496K +$3.47K +74 +0.7%
KPWS
54
Kestra Private Wealth Services
Texas
$441K -$132K -2,811 -23%
AIP
55
Ameritas Investment Partners
Nebraska
$431K +$9.29K +198 +2%
CPCM
56
Cardinal Point Capital Management
Ontario, Canada
$419K -$31.2K -665 -7%
Lido Advisors
57
Lido Advisors
California
$415K -$247K -5,268 -38%
EFN
58
Equita Financial Network
Pennsylvania
$401K +$102K +2,164 +34%
WA
59
Westfuller Advisors
New York
$383K +$379K +8,086 New
MML Investors Services
60
MML Investors Services
Massachusetts
$382K +$36.4K +775 +11%
JWM
61
JFG Wealth Management
Colorado
$346K
MCM
62
MAI Capital Management
Ohio
$326K +$422 +9 +0.1%
PS
63
Principal Securities
Iowa
$322K
KAS
64
Kestra Advisory Services
Texas
$291K -$84.7K -1,805 -23%
LFASL
65
Lugano Financial Advisors SA (LFA)
Switzerland
$282K
FA
66
Fermata Advisors
California
$282K -$26.4K -562 -9%
DC
67
Dorval Corp
Minnesota
$272K -$8.16K -174 -3%
KL
68
KilterHowling LLC
Colorado
$258K -$14K -299 -5%
FNC
69
First National Corp
Massachusetts
$257K +$5.49K +117 +2%
XPN
70
XY Planning Network
Montana
$248K +$5.54K +118 +2%
Citadel Advisors
71
Citadel Advisors
Florida
$241K +$239K +5,087 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$223K +$9.06K +193 +4%
SA
73
Sanctuary Advisors
Indiana
$222K +$1.55K +33 +0.7%
Stifel Financial
74
Stifel Financial
Missouri
$212K +$4.04K +86 +2%
CWM
75
Congress Wealth Management
Massachusetts
$211K +$209K +4,451 New

BGRN Hedge Fund Activity: Q1 2025 in Review

118 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2025, worth a combined $292M — up 4.8% from $279M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BGRN positions and 13 closed out — a net gain of 2 holders — while 57 added to existing stakes and 25 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $2.3M. The largest seller was HSBC Holdings, exiting entirely with an estimated $3.24M sold.

  • 118 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2025, up from 117 in Q4 2024.
  • Funds reported $292M of iShares USD Green Bond ETF stock for Q1 2025, up 4.8% quarter-over-quarter.
  • 15 funds opened new iShares USD Green Bond ETF positions in Q1 2025 and 13 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2025 was Mercer Global Advisors, an estimated $2.3M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2025 was HSBC Holdings, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2025.