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iShares USD Green Bond ETF
BGRN

119 hedge funds and large institutions have $305M invested in iShares USD Green Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

3% more funds holding

Funds holding: 116 → 119 (+3)

2% more capital invested

Capital invested by funds: $300M → $305M (+$5.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.76% less ownership

Funds ownership: 73.75% → 70.99% (-2.8%)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
65
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.52M
2
II
Impact Investors
California
+$7.5M
3
Jane Street
Jane Street
New York
+$3.88M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.07M
5
Bank of America
Bank of America
North Carolina
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.7M
2
Betterment LLC
Betterment LLC
New York
-$2.46M
3
AAP
Arax Advisory Partners
Colorado
-$680K
4
FAFN
First Affirmative Financial Network
Colorado
-$661K
5
Raymond James Financial
Raymond James Financial
Florida
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
51
Sound View Wealth Advisors Group
Georgia
$615K +$7.74K +162 +1%
Vontobel Holding
52
Vontobel Holding
Switzerland
$567K – – –
AIM
53
Archer Investment Management
Texas
$545K +$8.12K +170 +2%
PS
54
Principal Securities
Iowa
$523K +$105K +2,207 +25%
Citigroup
55
Citigroup
New York
$513K +$34.1K +715 +7%
AIP
56
Ameritas Investment Partners
Nebraska
$455K -$1.1K -23 -0.2%
KPWS
57
Kestra Private Wealth Services
Texas
$449K -$1.91K -40 -0.4%
MML Investors Services
58
MML Investors Services
Massachusetts
$400K +$19.4K +407 +5%
VAF
59
Values Added Financial
District of Columbia
$396K +$393K +8,225 New
SA
60
Sonoma Allocations
California
$395K +$390K +8,176 New
WA
61
Westfuller Advisors
New York
$391K +$764 +16 +0.2%
Lido Advisors
62
Lido Advisors
California
$340K -$10.5K -219 -3%
MCM
63
MAI Capital Management
Ohio
$333K +$621 +13 +0.2%
AQR Capital Management
64
AQR Capital Management
Connecticut
$320K +$317K +6,641 New
KAS
65
Kestra Advisory Services
Texas
$312K -$73.3K -1,536 -19%
FAFN
66
First Affirmative Financial Network
Colorado
$291K -$661K -13,839 -70%
Stifel Financial
67
Stifel Financial
Missouri
$289K +$13.3K +279 +5%
FNC
68
First National Corp
Massachusetts
$283K +$13.6K +284 +5%
DC
69
Dorval Corp
Minnesota
$276K – – –
KL
70
KilterHowling LLC
Colorado
$274K +$7.69K +161 +3%
XPN
71
XY Planning Network
Montana
$257K – – –
Jones Financial Companies
72
Jones Financial Companies
Missouri
$244K +$25.4K +533 +12%
SA
73
Sanctuary Advisors
Indiana
$231K +$3.77K +79 +2%
SF
74
Synovus Financial
Georgia
$226K +$224K +4,697 New
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$204K – – –
1 2
3
4 5

BGRN Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2025, worth a combined $305M — up 1.7% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BGRN positions and 7 closed out — a net gain of 6 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.52M. The largest seller was Envestnet Asset Management, cutting an estimated $25.7M.

  • 119 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2025, up from 116 in Q2 2025.
  • Funds reported $305M of iShares USD Green Bond ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 13 funds opened new iShares USD Green Bond ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $9.52M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.