iShares USD Green Bond ETF
BGRN
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.
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: 117 → 118 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$2.3M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$2.28M |
| 3 |
Jane Street
New York
|
+$1.38M |
| 4 |
Betterment LLC
New York
|
+$1.34M |
| 5 |
FF
Francis Financial
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSBC Holdings
London,
United Kingdom
|
-$3.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.45M |
| 3 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
-$477K |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$385K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$247K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
126
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$78K | -1,673 | Closed |
|
|
TRCT
127
Tower Research Capital (TRC)
New York
| – | -$20.1K | -432 | Closed |
|
|
SAM
128
Synergy Asset Management
Vancouver,
Washington
| – | -$3.14K | -65 | Closed |
|
|
HI
129
Harbour Investments
Madison,
Wisconsin
| – | -$1.45K | -31 | Closed |
|
|
JFA
130
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$1.17K | -25 | Closed |
|
131
BlackRock
New York
| – | -$43 | -1 | 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.