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iShares USD Green Bond ETF

118 hedge funds and large institutions have $321M invested in iShares USD Green Bond ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 63 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 23

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $305M → $321M (+$15.6M)

1.47% more ownership

Funds ownership: 70.99%72.45% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 119118 (-1)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
63
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$64.5M +$4.16M +86,489 +7%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$60.9M +$9.31M +193,627 +18%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$48.3M +$2.95M +61,396 +6%
Bank of America
4
Bank of America
North Carolina
$16.5M +$722K +15,008 +5%
FF
5
Francis Financial
$12.2M -$534K -11,095 -4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$12M +$561K +11,667 +5%
Creative Planning
7
Creative Planning
Kansas
$8.53M +$959K +19,936 +13%
LPL Financial
8
LPL Financial
California
$8.08M +$526K +10,929 +7%
II
9
Impact Investors
California
$7.32M -$208K -4,320 -3%
SI
10
Seeds Investor
New York
$6.19M +$536K +11,145 +9%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.44M -$408K -8,474 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.69M +$399K +8,286 +9%
AssetMark Inc
13
AssetMark Inc
California
$3.59M +$191K +3,972 +6%
UBS Group
14
UBS Group
Switzerland
$3.56M +$6.45K +134 +0.2%
LWP
15
Laurel Wealth Planning
Minnesota
$3.34M +$227K +4,714 +7%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$3.01M +$363K +7,539 +14%
Raymond James Financial
17
Raymond James Financial
Florida
$2.87M +$16.3K +339 +0.6%
PSA
18
Plum Street Advisors
Louisiana
$2.24M +$117K +2,432 +5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.24M +$172K +3,572 +8%
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$2.16M -$265K -5,500 -11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.79M +$50.3K +1,045 +3%
ZAM
22
Zevin Asset Management
Massachusetts
$1.78M +$1.79M +37,144 New
Pathstone Holdings
23
Pathstone Holdings
New Jersey
$1.73M
Wealthfront Advisers
24
Wealthfront Advisers
California
$1.46M +$101K +2,107 +7%
MWM
25
Modern Wealth Management
Kansas
$1.46M -$97.6K -2,030 -6%

BGRN Hedge Fund Activity: Q4 2025 in Review

118 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q4 2025, worth a combined $321M — up 5.1% from $305M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BGRN positions and 9 closed out — a net gain of 2 holders — while 63 added to existing stakes and 23 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $9.31M. The largest seller was Jane Street, exiting entirely with an estimated $3.91M sold.

  • 118 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q4 2025, down from 119 in Q3 2025.
  • Funds reported $321M of iShares USD Green Bond ETF stock for Q4 2025, up 5.1% quarter-over-quarter.
  • 11 funds opened new iShares USD Green Bond ETF positions in Q4 2025 and 9 closed out, a net change of +2 holders.
  • The largest iShares USD Green Bond ETF buyer in Q4 2025 was Empower Advisory Group, an estimated $9.31M added.
  • The largest iShares USD Green Bond ETF seller in Q4 2025 was Jane Street, an estimated $3.91M sold.

Based on aggregated 13F filings for Q4 2025.