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iShares USD Green Bond ETF

118 hedge funds and large institutions have $321M invested in iShares USD Green Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 23

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $305M → $321M (+$15.6M)

1.47% more ownership

Funds ownership: 70.99%72.45% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 119118 (-1)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
63
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
51
XY Planning Network
Montana
$617K +$360K +7,487 +139%
SVWAG
52
Sound View Wealth Advisors Group
Georgia
$612K -$481 -10 -0.1%
AWM
53
Aprio Wealth Management
Georgia
$587K -$91.5K -1,902 -13%
Vontobel Holding
54
Vontobel Holding
Switzerland
$565K
AIM
55
Archer Investment Management
Texas
$546K +$3.03K +63 +0.6%
Ameriprise
56
Ameriprise
Minnesota
$504K -$173K -3,595 -25%
AIP
57
Ameritas Investment Partners
Nebraska
$485K +$32.5K +676 +7%
Citigroup
58
Citigroup
New York
$461K -$50.2K -1,043 -10%
KPWS
59
Kestra Private Wealth Services
Texas
$451K +$3.32K +69 +0.7%
MML Investors Services
60
MML Investors Services
Massachusetts
$391K -$6.93K -144 -2%
WA
61
Westfuller Advisors
New York
$390K +$962 +20 +0.2%
EWA
62
EP Wealth Advisors
California
$347K +$348K +7,232 New
Lido Advisors
63
Lido Advisors
California
$340K
MCM
64
MAI Capital Management
Ohio
$332K +$866 +18 +0.3%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$321K +$77.5K +1,611 +32%
AQR Capital Management
66
AQR Capital Management
Connecticut
$318K
KAS
67
Kestra Advisory Services
Texas
$314K +$3.37K +70 +1%
TM
68
Torren Management
California
$311K +$312K +6,479 New
Stifel Financial
69
Stifel Financial
Missouri
$309K +$21.3K +443 +7%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$304K +$305K +6,337 New
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$295K +$100K +2,082 +51%
LI
72
LRI Investments
Florida
$291K +$143K +2,965 +95%
DC
73
Dorval Corp
Minnesota
$275K
KL
74
KilterHowling LLC
Colorado
$272K -$866 -18 -0.3%
SA
75
Sanctuary Advisors
Indiana
$232K +$1.83K +38 +0.8%

BGRN Hedge Fund Activity: Q4 2025 in Review

118 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2025, worth a combined $321M — up 5.1% from $305M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGRN positions and 9 closed out — a net gain of 2 holders — while 63 added to existing stakes and 23 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $9.31M. The largest seller was Jane Street, exiting entirely with an estimated $3.91M sold.

  • 118 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2025, down from 119 in Q3 2025.
  • Funds reported $321M of iShares USD Green Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 11 funds opened new iShares USD Green Bond ETF positions in Q4 2025 and 9 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2025 was Empower Advisory Group, an estimated $9.31M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2025 was Jane Street, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2025.