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iShares USD Green Bond ETF
BGRN

116 hedge funds and large institutions have $300M invested in iShares USD Green Bond ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 57 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 23

1.11% more ownership

Funds ownership: 72.64% → 73.75% (+1.1%)

3% more capital invested

Capital invested by funds: $292M → $300M (+$7.32M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 118 → 116 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
57
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.43M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.66M
5
Wells Fargo
Wells Fargo
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
FF
Francis Financial
-$5.48M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.9M
3
Jane Street
Jane Street
New York
-$1.39M
4
AWS
Atria Wealth Solutions
New York
-$924K
5
NEI
Northwest & Ethical Investments
Ontario, Canada
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vontobel Holding
51
Vontobel Holding
Switzerland
$562K – – –
AIM
52
Archer Investment Management
Texas
$531K – – –
NA
53
NewEdge Advisors
Louisiana
$531K +$24.8K +527 +5%
Citigroup
54
Citigroup
New York
$474K -$52.3K -1,112 -10%
AIP
55
Ameritas Investment Partners
Nebraska
$451K +$17.3K +369 +4%
KPWS
56
Kestra Private Wealth Services
Texas
$447K +$2.44K +52 +0.6%
PS
57
Principal Securities
Iowa
$413K +$82.6K +1,758 +25%
WA
58
Westfuller Advisors
New York
$386K +$705 +15 +0.2%
KAS
59
Kestra Advisory Services
Texas
$383K +$88.7K +1,888 +31%
MML Investors Services
60
MML Investors Services
Massachusetts
$377K -$7.85K -167 -2%
Lido Advisors
61
Lido Advisors
California
$347K -$69.2K -1,473 -17%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$336K +$331K +7,045 New
MCM
63
MAI Capital Management
Ohio
$329K +$611 +13 +0.2%
Morgan Stanley
64
Morgan Stanley
New York
$312K -$224K -4,762 -42%
DC
65
Dorval Corp
Minnesota
$274K – – –
Stifel Financial
66
Stifel Financial
Missouri
$273K +$58.8K +1,251 +28%
FNC
67
First National Corp
Massachusetts
$267K +$7.9K +168 +3%
KL
68
KilterHowling LLC
Colorado
$264K +$940 +20 +0.4%
CWM
69
Congress Wealth Management
Massachusetts
$259K +$45.7K +972 +22%
XPN
70
XY Planning Network
Montana
$257K +$6.72K +143 +3%
SA
71
Sanctuary Advisors
Indiana
$225K +$2.4K +51 +1%
Jones Financial Companies
72
Jones Financial Companies
Missouri
$216K +$32.4K +689 +18%
PWM
73
Perigon Wealth Management
California
$208K – – –
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$202K +$199K +4,238 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$194K – – –
1 2
3
4 5

BGRN Hedge Fund Activity: Q2 2025 in Review

116 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q2 2025, worth a combined $300M — up 2.5% from $292M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BGRN and 13 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 57 added.

The largest buyer was Mercer Global Advisors, adding an estimated $4.43M. The largest seller was Francis Financial, cutting an estimated $5.48M.

  • 116 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q2 2025, down from 118 in Q1 2025.
  • Funds reported $300M of iShares USD Green Bond ETF stock for Q2 2025, up 2.5% quarter-over-quarter.
  • 13 funds opened new iShares USD Green Bond ETF positions in Q2 2025 and 15 closed out, a net change of -2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $4.43M added.
  • The largest iShares USD Green Bond ETF seller in Q2 2025 was Francis Financial, an estimated $5.48M sold.

Based on aggregated 13F filings for Q2 2025.