We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF

131 hedge funds and large institutions have $328M invested in iShares USD Green Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

97% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 30

11% more funds holding

Funds holding: 118131 (+13)

2% more capital invested

Capital invested by funds: $321M → $328M (+$7.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.72% less ownership

Funds ownership: 72.45%70.73% (-1.7%)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
59
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
XPN
51
XY Planning Network
Montana
$618K +$9.24K +193 +1%
Citadel Advisors
52
Citadel Advisors
Florida
$607K -$519K -10,833 -46%
SVWAG
53
Sound View Wealth Advisors Group
Georgia
$606K
AWM
54
Aprio Wealth Management
Georgia
$583K +$1.44K +30 +0.2%
Jane Street
55
Jane Street
New York
$576K +$581K +12,125 New
Mariner
56
Mariner
Kansas
$575K +$580K +12,104 New
Citigroup
57
Citigroup
New York
$562K +$107K +2,232 +23%
Vontobel Holding
58
Vontobel Holding
Switzerland
$560K
AIP
59
Ameritas Investment Partners
Nebraska
$509K +$28.5K +595 +6%
KAS
60
Kestra Advisory Services
Texas
$470K +$160K +3,341 +51%
KPWS
61
Kestra Private Wealth Services
Texas
$425K -$21.7K -453 -5%
Goldman Sachs
62
Goldman Sachs
New York
$376K +$379K +7,920 New
KL
63
KilterHowling LLC
Colorado
$372K +$104K +2,169 +38%
MML Investors Services
64
MML Investors Services
Massachusetts
$359K -$28.6K -597 -7%
Stifel Financial
65
Stifel Financial
Missouri
$331K +$25.9K +541 +8%
MCM
66
MAI Capital Management
Ohio
$330K +$431 +9 +0.1%
GS
67
GWN Securities
Florida
$326K +$97.8K +2,043 +42%
TM
68
Torren Management
California
$316K +$8.67K +181 +3%
AQR Capital Management
69
AQR Capital Management
Connecticut
$315K
DC
70
Dorval Corp
Minnesota
$303K +$30.6K +640 +11%
LI
71
LRI Investments
Florida
$292K +$3.93K +82 +1%
CBU
72
CIBC Bancorp USA
Illinois
$292K +$295K +6,152 New
FAFN
73
First Affirmative Financial Network
Colorado
$276K +$279K +5,817 New
EWA
74
EP Wealth Advisors
California
$269K -$75.4K -1,575 -22%
TWC
75
TD Waterhouse Canada
Ontario, Canada
$260K +$263K +5,500 New

BGRN Hedge Fund Activity: Q1 2026 in Review

131 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2026, worth a combined $328M — up 2.5% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BGRN positions and 3 closed out — a net gain of 14 holders — while 59 added to existing stakes and 30 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.82M. The largest seller was Empower Advisory Group, cutting an estimated $8.11M.

  • 131 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2026, up from 118 in Q4 2025.
  • Funds reported $328M of iShares USD Green Bond ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 17 funds opened new iShares USD Green Bond ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2026 was Mercer Global Advisors, an estimated $9.82M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2026 was Empower Advisory Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2026.