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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.95M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.7M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$1.66M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FF
Francis Financial
|
-$5.48M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.9M |
| 3 |
Jane Street
New York
|
-$1.39M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$924K |
| 5 |
NEI
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
-$868K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$223K | -4,704 | Closed |
|
|
AIA
127
Ally Invest Advisors
Charlotte,
North Carolina
| – | -$202K | -4,267 | Closed |
|
|
CA
128
Continuum Advisory
Eagle,
Idaho
| – | -$112K | -2,370 | Closed |
|
|
CA
129
Clearstead Advisors
Cleveland,
Ohio
| – | -$38.9K | -821 | Closed |
|
130
JP Morgan Chase
New York
| – | -$9.72K | -205 | Closed |
|
|
FFA
131
Farther Finance Advisors
San Francisco,
California
| – | -$4.63K | -98 | Closed |
|
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.