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iShares USD Green Bond ETF

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: 11 (0)

2% less funds holding

Funds holding: 118116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
76
Morton Brown Family Wealth
Pennsylvania
$168K +$3.52K +75 +2%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$159K
LI
78
LRI Investments
Florida
$148K
S
79
Sachetta
Massachusetts
$123K +$8.23K +175 +7%
PA
80
Parallel Advisors
California
$113K
WP
81
WealthShield Partners
North Carolina
$112K -$470 -10 -0.4%
AAS
82
Ameritas Advisory Services
Nebraska
$112K +$110K +2,346 New
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.9K +$3.52K +75 +5%
CAM
84
Clarity Asset Management
Iowa
$71K +$94 +2 +0.1%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$71K +$141 +3 +0.2%
SPIA
86
Steward Partners Investment Advisory
New York
$69K +$1.18K +25 +2%
TC
87
Trust Company
Kansas
$68.3K -$1.36K -29 -2%
WOSD
88
WFA of San Diego
California
$63.9K +$63K +1,341 New
CIAS
89
CBIZ Investment Advisory Services
Ohio
$51.5K +$564 +12 +1%
FCG
90
Financial Connections Group
California
$49K +$48.6K +1,034 New
ST
91
Smithfield Trust
Pennsylvania
$44K
RFS
92
Richardson Financial Services
Massachusetts
$37.4K
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$35.2K
RF
94
Robinswood Financial
Washington
$30K +$658 +14 +2%
B
95
Birchbrook
Maine
$22.2K -$611 -13 -3%
AIC
96
Archer Investment Corporation
Indiana
$22.1K
SA
97
Scarborough Advisors
Maryland
$20.3K +$20K +425 New
PP
98
Pacifica Partners
Canada
$19.8K
FP
99
Financial Perspectives
Minnesota
$16.9K +$141 +3 +0.9%
IA
100
IFP Advisors
Florida
$14.6K -$188 -4 -1%

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.