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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
GS
76
GWN Securities
Florida
$232K +$232K +4,830 New
PFPG
77
Pinnacle Financial Partners (Georgia)
Georgia
$225K +$226K +4,697 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$204K +$2.26K +47 +1%
PWM
79
Perigon Wealth Management
California
$202K
MBFW
80
Morton Brown Family Wealth
Pennsylvania
$178K +$8.08K +168 +5%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$160K
S
82
Sachetta
Massachusetts
$125K +$866 +18 +0.7%
WP
83
WealthShield Partners
North Carolina
$108K -$5.34K -111 -5%
RF
84
Rossby Financial
Florida
$99.4K +$5.1K +106 +5%
Wells Fargo
85
Wells Fargo
California
$86.6K -$1.77M -36,731 -95%
TC
86
Trust Company
Kansas
$77.1K +$48 +1 +0.1%
CAM
87
Clarity Asset Management
Iowa
$73.2K +$1.01K +21 +1%
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.1K -$10.2K -213 -12%
SPIA
89
Steward Partners Investment Advisory
New York
$71.1K +$1.01K +21 +1%
WOSD
90
WFA of San Diego
California
$64.3K
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$62K -$48 -1 -0.1%
CIAS
92
CBIZ Investment Advisory Services
Ohio
$52.5K +$192 +4 +0.4%
SRCM
93
Signature Resources Capital Management
California
$51.1K +$48 +1 +0.1%
ST
94
Smithfield Trust
Pennsylvania
$44K
RF
95
Robinswood Financial
Washington
$31K +$481 +10 +2%
LWM
96
Lodestone Wealth Management
Washington
$30.7K +$30.8K +640 New
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$30.6K -$4.81K -100 -14%
AF
98
Allworth Financial
California
$30.2K +$24.6K +511 +429%
B
99
Birchbrook
Maine
$22.3K
AIC
100
Archer Investment Corporation
Indiana
$22.2K -$673 -14 -3%

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.