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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
FP
101
Financial Perspectives
Minnesota
$16.7K +$141 +3 +0.9%
MAFA
102
MJT & Associates Financial Advisory
Minnesota
$16.5K +$16.3K +348 New
IA
103
IFP Advisors
Florida
$14.7K +$3.38K +72 +30%
FVIM
104
Fort Vancouver Investment Management
Washington
$10.4K +$2.77K +59 +37%
SAM
105
Smartleaf Asset Management
Massachusetts
$10.2K +$10.1K +216 New
JP Morgan Chase
106
JP Morgan Chase
New York
$9.72K -$11.6K -247 -55%
Wells Fargo
107
Wells Fargo
California
$9.22K +$9.1K +194 +19,400%
AF
108
Allworth Financial
California
$5.59K -$14.8K -316 -73%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$5.45K
MWM
110
Mascoma Wealth Management
New Hampshire
$5.11K
GWSG
111
GPS Wealth Strategies Group
Colorado
$4.75K +$4.69K +100 New
FFA
112
Farther Finance Advisors
California
$4.63K +$4.6K +98 New
1NWS
113
1 North Wealth Services
Maryland
$4.03K +$3.99K +85 New
DF
114
Dunhill Financial
United Kingdom
$3.98K +$2.44K +52 +163%
LFG
115
Larson Financial Group
Missouri
$2.09K
SRCM
116
Signature Resources Capital Management
California
$1.61K
CMP
117
Coston McIsaac & Partners
Maine
$1K
FDCP
118
Foster Dykema Cabot & Partners
Massachusetts
$189
HSBC Holdings
119
HSBC Holdings
United Kingdom
-$3.24M -69,600 Closed
SA
120
Stewardship Advisors
Pennsylvania
-$477K -10,233 Closed
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
-$385K -8,258 Closed
PI
122
PFG Investments
New York
-$231K -4,949 Closed
ECA
123
Elevated Capital Advisors
Utah
-$216K -4,631 Closed
AWM
124
Avior Wealth Management
Nebraska
-$138K -2,966 Closed
HHGA
125
Halbert Hargrove Global Advisors
California
-$131K -2,804 Closed

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.