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iShares USD Green Bond ETF
BGRN

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: 1 → 1 (0)

2% less funds holding

Funds holding: 118 → 116 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.43M
2
Bank of America
Bank of America
North Carolina
+$1.95M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.7M
4
Raymond James Financial
Raymond James Financial
Florida
+$1.66M
5
Wells Fargo
Wells Fargo
California
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
FF
Francis Financial
-$5.48M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$1.9M
3
Jane Street
Jane Street
New York
-$1.39M
4
AWS
Atria Wealth Solutions
New York
-$924K
5
NEI
Northwest & Ethical Investments
Ontario, Canada
-$868K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
101
MJT & Associates Financial Advisory
Minnesota
$10.5K -$6.02K -128 -37%
FVIM
102
Fort Vancouver Investment Management
Washington
$10.5K – – –
PCA
103
Providence Capital Advisors
North Carolina
$6.01K +$5.92K +126 New
AF
104
Allworth Financial
California
$5.67K – – –
BCWM
105
Bartlett & Co Wealth Management
Ohio
$5.48K – – –
MWM
106
Mascoma Wealth Management
New Hampshire
$5.14K – – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$4.83K +$47 +1 +1%
TPWA
108
Twin Peaks Wealth Advisors
California
$4.62K +$4.56K +97 New
1NWS
109
1 North Wealth Services
Maryland
$4.05K – – –
DF
110
Dunhill Financial
United Kingdom
$4K – – –
LFG
111
Larson Financial Group
Missouri
$3.6K +$1.5K +32 +73%
SRCM
112
Signature Resources Capital Management
California
$3.48K +$1.83K +39 +115%
PMFA
113
Plante Moran Financial Advisors
Michigan
$3.1K +$3.06K +65 New
SAM
114
Smartleaf Asset Management
Massachusetts
$2.99K -$7.19K -153 -71%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$2.03K +$2.02K +43 New
CMP
116
Coston McIsaac & Partners
Maine
$1K – – –
FDCP
117
Foster Dykema Cabot & Partners
Massachusetts
$191 – – –
Jane Street
118
Jane Street
New York
– -$1.39M -29,424 Closed
AWS
119
Atria Wealth Solutions
New York
– -$924K -19,507 Closed
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
– -$644K -13,605 Closed
CFG
121
Carr Financial Group
Massachusetts
– -$496K -10,471 Closed
JWM
122
JFG Wealth Management
Colorado
– -$346K -7,304 Closed
LFASL
123
Lugano Financial Advisors SA (LFA)
Switzerland
– -$282K -5,959 Closed
FA
124
Fermata Advisors
California
– -$282K -5,947 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$241K -5,087 Closed
2 3 4
5
6

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.