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iShares USD Green Bond ETF
BGRN

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: 1 → 1 (0)

1% less funds holding

Funds holding: 119 → 118 (-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
–

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$9.31M
2
Betterment LLC
Betterment LLC
New York
+$4.16M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$2.95M
4
ZAM
Zevin Asset Management
Massachusetts
+$1.79M
5
Creative Planning
Creative Planning
Kansas
+$959K

Top Sellers

1
Jane Street
Jane Street
New York
-$3.91M
2
Wells Fargo
Wells Fargo
California
-$1.77M
3
Citadel Advisors
Citadel Advisors
Florida
-$948K
4
BBW
Blue Barn Wealth
Utah
-$801K
5
FF
Francis Financial
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
SA
101
Scarborough Advisors
Maryland
$20.9K +$289 +6 +1%
PP
102
Pacifica Partners
Canada
$20K – – –
FP
103
Financial Perspectives
Minnesota
$17.5K +$241 +5 +1%
GMA
104
Glassy Mountain Advisors
Maryland
$15.8K – – –
IA
105
IFP Advisors
Florida
$13.9K – – –
RFS
106
Richardson Financial Services
Massachusetts
$12.9K – – –
FVIM
107
Fort Vancouver Investment Management
Washington
$12.5K +$1.97K +41 +19%
Morgan Stanley
108
Morgan Stanley
New York
$12.3K -$167K -3,470 -93%
TCM
109
Triumph Capital Management
Colorado
$10.3K +$10.3K +214 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$6.41K +$433 +9 +7%
BCWM
111
Bartlett & Co Wealth Management
Ohio
$5.51K – – –
MAFA
112
MJT & Associates Financial Advisory
Minnesota
$5.37K – – –
MWM
113
Mascoma Wealth Management
New Hampshire
$5.17K – – –
CTC
114
Central Trust Company
Missouri
$5.03K +$96 +2 +2%
1NWS
115
1 North Wealth Services
Maryland
$4.08K – – –
DF
116
Dunhill Financial
United Kingdom
$4.03K – – –
SAM
117
Smartleaf Asset Management
Massachusetts
$3.02K – – –
LFG
118
Larson Financial Group
Missouri
$2.19K +$48 +1 +2%
CMP
119
Coston McIsaac & Partners
Maine
$2K – – –
PUI
120
Purpose Unlimited Inc
$1.68K +$1.68K +35 New
Jane Street
121
Jane Street
New York
– -$3.91M -81,213 Closed
BBW
122
Blue Barn Wealth
Utah
– -$801K -16,633 Closed
SA
123
Sonoma Allocations
California
– -$395K -8,176 Closed
Focus Partners Wealth
124
Focus Partners Wealth
Massachusetts
– -$204K -4,238 Closed
AAS
125
Ameritas Advisory Services
Nebraska
– -$113K -2,356 Closed
2 3 4
5
6

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.