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iShares USD Green Bond ETF

131 hedge funds and large institutions have $328M invested in iShares USD Green Bond ETF in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 59 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

97% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 30

11% more funds holding

Funds holding: 118131 (+13)

2% more capital invested

Capital invested by funds: $321M → $328M (+$7.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.72% less ownership

Funds ownership: 72.45%70.73% (-1.7%)

Holders
131
Holders Change
+13
Holders Change %
+11.02%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
59
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$65.6M +$1.7M +35,572 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$57.6M +$9.82M +204,989 +20%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$52.3M -$8.11M -169,377 -13%
Bank of America
4
Bank of America
North Carolina
$19.9M +$3.54M +73,909 +21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.2M +$304K +6,348 +3%
FF
6
Francis Financial
$11.8M -$281K -5,862 -2%
Creative Planning
7
Creative Planning
Kansas
$9.02M +$574K +11,996 +7%
LPL Financial
8
LPL Financial
California
$8.91M +$909K +18,979 +11%
II
9
Impact Investors
California
$8.05M +$809K +16,888 +11%
SI
10
Seeds Investor
New York
$6.67M +$508K +10,609 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.35M -$31.1K -650 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$4.75M +$113K +2,352 +2%
AssetMark Inc
13
AssetMark Inc
California
$3.92M +$364K +7,606 +10%
Raymond James Financial
14
Raymond James Financial
Florida
$3.58M +$741K +15,472 +26%
UBS Group
15
UBS Group
Switzerland
$3.37M -$157K -3,271 -4%
LWP
16
Laurel Wealth Planning
Minnesota
$3.31M +$2.68K +56 +0.1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.05M +$70.7K +1,477 +2%
PSA
18
Plum Street Advisors
Louisiana
$2.23M +$11.2K +234 +0.5%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M +$7.04K +147 +0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.87M +$95.5K +1,995 +5%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$1.72M
Wealthfront Advisers
22
Wealthfront Advisers
California
$1.48M +$33.5K +700 +2%
JFGLC
23
Johnson Financial Group LLC (Colorado)
Colorado
$1.39M +$621K +12,964 +79%
PWMG
24
Private Wealth Management Group
New Jersey
$1.29M +$26.2K +548 +2%
BC
25
Brio Consultants
California
$1.25M +$233K +4,876 +23%

BGRN Hedge Fund Activity: Q1 2026 in Review

131 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares USD Green Bond ETF (BGRN) for Q1 2026, worth a combined $328M — up 2.5% from $321M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BGRN positions and 3 closed out — a net gain of 14 holders — while 59 added to existing stakes and 30 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $9.82M. The largest seller was Empower Advisory Group, cutting an estimated $8.11M.

  • 131 institutional investors held iShares USD Green Bond ETF (BGRN) as of Q1 2026, up from 118 in Q4 2025.
  • Funds reported $328M of iShares USD Green Bond ETF stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 17 funds opened new iShares USD Green Bond ETF positions in Q1 2026 and 3 closed out, a net change of +14 holders.
  • The largest iShares USD Green Bond ETF buyer in Q1 2026 was Mercer Global Advisors, an estimated $9.82M added.
  • The largest iShares USD Green Bond ETF seller in Q1 2026 was Empower Advisory Group, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2026.