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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
PWM
76
Perigon Wealth Management
California
$206K
AIA
77
Ally Invest Advisors
North Carolina
$202K +$200K +4,267 New
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$190K
Jones Financial Companies
79
Jones Financial Companies
Missouri
$182K +$9.34K +199 +5%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$163K +$7.23K +154 +5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$158K
LI
82
LRI Investments
Florida
$147K +$145K +3,099 New
S
83
Sachetta
Massachusetts
$114K +$1.27K +27 +1%
PA
84
Parallel Advisors
California
$113K +$112K +2,378 New
CA
85
Continuum Advisory
Idaho
$112K -$282 -6 -0.3%
WP
86
WealthShield Partners
North Carolina
$112K
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.8K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$71K -$5.82K -124 -8%
CAM
89
Clarity Asset Management
Iowa
$70.4K -$7.32K -156 -9%
TC
90
Trust Company
Kansas
$69.2K -$2.21K -47 -3%
SPIA
91
Steward Partners Investment Advisory
New York
$67.4K -$7.37K -157 -10%
CIAS
92
CBIZ Investment Advisory Services
Ohio
$50.6K +$328 +7 +0.7%
ST
93
Smithfield Trust
Pennsylvania
$44K
CA
94
Clearstead Advisors
Ohio
$38.9K
RFS
95
Richardson Financial Services
Massachusetts
$37.2K
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$34.9K
RF
97
Robinswood Financial
Washington
$29.2K +$188 +4 +0.7%
B
98
Birchbrook
Maine
$22.7K
AIC
99
Archer Investment Corporation
Indiana
$21.9K
PP
100
Pacifica Partners
Canada
$19.8K

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.