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iShares USD Green Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 117118 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
118
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
57
Reduced
25
Closed
13
Calls
$119K
Puts
Net Calls
+$119K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$62.6M +$1.34M +28,503 +2%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$49.7M +$2.28M +48,532 +5%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$30.9M +$2.3M +48,957 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.2M -$109K -2,331 -0.4%
FF
5
Francis Financial
$17.5M +$1.16M +24,716 +7%
Bank of America
6
Bank of America
North Carolina
$12.2M +$948K +20,198 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.3M +$104K +2,217 +1%
Creative Planning
8
Creative Planning
Kansas
$5.99M +$346K +7,365 +6%
LPL Financial
9
LPL Financial
California
$5.67M -$1.45M -30,910 -21%
SI
10
Seeds Investor
New York
$5.62M +$432K +9,205 +8%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$4.37M +$99.1K +2,112 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.93M +$350K +7,459 +10%
UBS Group
13
UBS Group
Switzerland
$3.53M +$66.6K +1,419 +2%
AssetMark Inc
14
AssetMark Inc
California
$3.12M +$313K +6,668 +11%
LWP
15
Laurel Wealth Planning
Minnesota
$2.81M +$72.1K +1,536 +3%
CCWA
16
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.87M +$1.07M +22,834 +137%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$1.79M +$38.4K +818 +2%
Bank Julius Baer & Co
18
Bank Julius Baer & Co
Switzerland
$1.67M +$155K +3,303 +10%
Raymond James Financial
19
Raymond James Financial
Florida
$1.56M +$119K +2,529 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.49M -$41.6K -887 -3%
PSA
21
Plum Street Advisors
Louisiana
$1.47M +$18.3K +391 +1%
Jane Street
22
Jane Street
New York
$1.39M +$1.38M +29,424 New
HighTower Advisors
23
HighTower Advisors
Illinois
$1.26M +$69.1K +1,473 +6%
PWMG
24
Private Wealth Management Group
New Jersey
$1.19M -$76.4K -1,629 -6%
WCFA
25
Walkner Condon Financial Advisors
Wisconsin
$1.11M +$58K +1,235 +6%

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.