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iShares USD Green Bond ETF
BGRN

119 hedge funds and large institutions have $305M invested in iShares USD Green Bond ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 65 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 19

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

3% more funds holding

Funds holding: 116 → 119 (+3)

2% more capital invested

Capital invested by funds: $300M → $305M (+$5.24M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.76% less ownership

Funds ownership: 73.75% → 70.99% (-2.8%)

Holders
119
Holders Change
+3
Holders Change %
+2.59%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
65
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.52M
2
II
Impact Investors
California
+$7.5M
3
Jane Street
Jane Street
New York
+$3.88M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.07M
5
Bank of America
Bank of America
North Carolina
+$1.46M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.7M
2
Betterment LLC
Betterment LLC
New York
-$2.46M
3
AAP
Arax Advisory Partners
Colorado
-$680K
4
FAFN
First Affirmative Financial Network
Colorado
-$661K
5
Raymond James Financial
Raymond James Financial
Florida
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$60.6M -$2.46M -51,582 -4%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$51.8M +$690K +14,451 +1%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$45.6M +$9.52M +199,292 +27%
Bank of America
4
Bank of America
North Carolina
$15.9M +$1.46M +30,655 +10%
FF
5
Francis Financial
$12.8M +$579K +12,120 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.5M +$687K +14,380 +6%
Creative Planning
7
Creative Planning
Kansas
$7.61M +$809K +16,943 +12%
LPL Financial
8
LPL Financial
California
$7.59M +$773K +16,188 +11%
II
9
Impact Investors
California
$7.56M +$7.5M +157,099 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.87M -$25.7M -537,690 -82%
SI
11
Seeds Investor
New York
$5.68M +$255K +5,344 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.31M +$232K +4,861 +6%
Jane Street
13
Jane Street
New York
$3.91M +$3.88M +81,213 New
UBS Group
14
UBS Group
Switzerland
$3.57M +$102K +2,143 +3%
AssetMark Inc
15
AssetMark Inc
California
$3.42M +$173K +3,631 +5%
LWP
16
Laurel Wealth Planning
Minnesota
$3.13M +$73K +1,530 +2%
Raymond James Financial
17
Raymond James Financial
Florida
$2.87M -$418K -8,757 -13%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.66M +$165K +3,460 +7%
Bank Julius Baer & Co
19
Bank Julius Baer & Co
Switzerland
$2.43M +$372K +7,800 +18%
PSA
20
Plum Street Advisors
Louisiana
$2.13M +$702K +14,695 +50%
Citadel Advisors
21
Citadel Advisors
Florida
$2.09M +$2.07M +43,324 New
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.08M +$192K +4,018 +10%
Wells Fargo
23
Wells Fargo
California
$1.85M +$177K +3,713 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.75M +$43.8K +917 +3%
Pathstone Holdings
25
Pathstone Holdings
New Jersey
$1.74M – – –
1
2 3 4 5

BGRN Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q3 2025, worth a combined $305M — up 1.7% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BGRN positions and 7 closed out — a net gain of 6 holders — while 65 added to existing stakes and 19 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.52M. The largest seller was Envestnet Asset Management, cutting an estimated $25.7M.

  • 119 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q3 2025, up from 116 in Q2 2025.
  • Funds reported $305M of iShares USD Green Bond ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 13 funds opened new iShares USD Green Bond ETF positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest iShares USD Green Bond ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $9.52M added.
  • The largest iShares USD Green Bond ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $25.7M sold.

Based on aggregated 13F filings for Q3 2025.