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iShares USD Green Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

2% less funds holding

Funds holding: 118116 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
57
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$62.5M -$512K -10,882 -0.8%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$50.6M +$557K +11,848 +1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$35.6M +$4.43M +94,227 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$31.4M +$1.07M +22,780 +4%
Bank of America
5
Bank of America
North Carolina
$14.3M +$1.95M +41,531 +16%
FF
6
Francis Financial
$12.1M -$5.48M -116,502 -32%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.7M +$334K +7,116 +3%
LPL Financial
8
LPL Financial
California
$6.74M +$1.03M +21,836 +18%
Creative Planning
9
Creative Planning
Kansas
$6.73M +$684K +14,560 +12%
SI
10
Seeds Investor
New York
$5.37M -$276K -5,879 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$4.03M +$73.9K +1,573 +2%
UBS Group
12
UBS Group
Switzerland
$3.43M -$120K -2,561 -3%
Raymond James Financial
13
Raymond James Financial
Florida
$3.26M +$1.66M +35,370 +107%
AssetMark Inc
14
AssetMark Inc
California
$3.21M +$74.2K +1,578 +2%
LWP
15
Laurel Wealth Planning
Minnesota
$3.02M +$193K +4,114 +7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.47M -$1.9M -40,509 -44%
Bank Julius Baer & Co
17
Bank Julius Baer & Co
Switzerland
$2.04M +$353K +7,500 +21%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.86M -$20.1K -428 -1%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$1.73M +$1.7M +36,187 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.69M +$184K +3,904 +12%
Wells Fargo
21
Wells Fargo
California
$1.66M +$1.63M +34,630 +17,759%
MWM
22
Modern Wealth Management
Kansas
$1.46M +$636K +13,529 +79%
PSA
23
Plum Street Advisors
Louisiana
$1.41M -$69.8K -1,484 -5%
PWMG
24
Private Wealth Management Group
New Jersey
$1.19M -$11.8K -250 -1%
Wealthfront Advisers
25
Wealthfront Advisers
California
$1.17M +$241K +5,130 +26%

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.