We are live on ! Find out more
BGRN icon

iShares USD Green Bond ETF
BGRN

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: 116 → 119 (+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: 1 → 1 (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
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.52M
2
II
Impact Investors
California
+$7.5M
3
Jane Street
Jane Street
New York
+$3.88M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.07M
5
Bank of America
Bank of America
North Carolina
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.7M
2
Betterment LLC
Betterment LLC
New York
-$2.46M
3
AAP
Arax Advisory Partners
Colorado
-$680K
4
FAFN
First Affirmative Financial Network
Colorado
-$661K
5
Raymond James Financial
Raymond James Financial
Florida
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
B
101
Birchbrook
Maine
$22.4K – – –
SA
102
Scarborough Advisors
Maryland
$20.7K +$239 +5 +1%
PP
103
Pacifica Partners
Canada
$20K – – –
FP
104
Financial Perspectives
Minnesota
$17.3K +$191 +4 +1%
GMA
105
Glassy Mountain Advisors
Maryland
$15.8K +$15.7K +329 New
IA
106
IFP Advisors
Florida
$14K -$764 -16 -5%
FVIM
107
Fort Vancouver Investment Management
Washington
$10.6K – – –
Fidelity Investments
108
Fidelity Investments
Massachusetts
$6K +$3.92K +82 +191%
AF
109
Allworth Financial
California
$5.73K – – –
PCA
110
Providence Capital Advisors
North Carolina
$5.63K -$430 -9 -7%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$5.54K – – –
MAFA
112
MJT & Associates Financial Advisory
Minnesota
$5.39K -$5.16K -108 -49%
MWM
113
Mascoma Wealth Management
New Hampshire
$5.19K – – –
CTC
114
Central Trust Company
Missouri
$4.96K +$4.92K +103 New
GWSG
115
GPS Wealth Strategies Group
Colorado
$4.93K +$95 +2 +2%
1NWS
116
1 North Wealth Services
Maryland
$4.09K – – –
DF
117
Dunhill Financial
United Kingdom
$4.04K -$4.01K -84 Closed
SAM
118
Smartleaf Asset Management
Massachusetts
$3.03K – – –
LFG
119
Larson Financial Group
Missouri
$2.17K -$1.48K -31 -41%
CMP
120
Coston McIsaac & Partners
Maine
$1K +$48 +1 +3%
FDCP
121
Foster Dykema Cabot & Partners
Massachusetts
$193 – – –
AAP
122
Arax Advisory Partners
Colorado
– -$680K -14,272 Closed
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
– -$336K -7,045 Closed
PA
124
Parallel Advisors
California
– -$113K -2,378 Closed
FCG
125
Financial Connections Group
California
– -$49K -1,034 Closed
2 3 4
5
6

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.