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iShares USD Green Bond ETF

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: 116119 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
76
Perigon Wealth Management
California
$203K -$6.3K -132 -3%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$202K +$201K +4,204 New
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$196K
Morgan Stanley
79
Morgan Stanley
New York
$179K -$134K -2,812 -43%
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$170K +$477 +10 +0.3%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$160K
LI
82
LRI Investments
Florida
$150K +$573 +12 +0.4%
S
83
Sachetta
Massachusetts
$124K +$668 +14 +0.5%
WP
84
WealthShield Partners
North Carolina
$114K
AAS
85
Ameritas Advisory Services
Nebraska
$113K +$477 +10 +0.4%
RF
86
Rossby Financial
Florida
$94.6K +$94K +1,968 New
ASN
87
Advisory Services Network
Georgia
$84.8K +$84.1K +1,762 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.7K
TC
89
Trust Company
Kansas
$77.3K +$8.31K +174 +12%
CAM
90
Clarity Asset Management
Iowa
$72.4K +$764 +16 +1%
SPIA
91
Steward Partners Investment Advisory
New York
$70.4K +$716 +15 +1%
WOSD
92
WFA of San Diego
California
$64.5K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$62K -$9.84K -206 -14%
CIAS
94
CBIZ Investment Advisory Services
Ohio
$52.5K +$525 +11 +1%
SRCM
95
Signature Resources Capital Management
California
$51.3K +$47.4K +992 +1,359%
RFS
96
Richardson Financial Services
Massachusetts
$45.3K +$7.45K +156 +20%
ST
97
Smithfield Trust
Pennsylvania
$44K
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$35.5K
RF
99
Robinswood Financial
Washington
$30.7K +$334 +7 +1%
AIC
100
Archer Investment Corporation
Indiana
$23K +$668 +14 +3%

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.