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iShares USD Green Bond ETF (BGRN) Institutional Ownership

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-0.10 (-0.22%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$2.79B
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.91M
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BGRN Institutional Buying and Selling by Quarter

iShares USD Green Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2024 Envestnet Portfolio Solutions Inc.34,704$1.63M0.0%-1.6%0.460%
5/4/2024 PrairieView Partners LLC9,085$426K0.0%-10.3%0.120%
5/4/2024 Gould Asset Management LLC CA6,350$298K0.1%N/A0.084%
5/4/2024 Richardson Financial Services Inc.763$36K0.0%N/A0.010%
5/2/2024 Better Money Decisions LLC14,974$702K0.6%-4.2%0.198%
4/30/2024 Private Wealth Management Group LLC23,689$1.11M0.5%+4.7%0.314%
4/26/2024 Robinson Smith Wealth Advisors LLC33,188$1.56M1.5%+4.4%0.440%
4/23/2024 Morton Brown Family Wealth LLC2,119$99K0.0%+30.3%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.25,881$1.21M0.0%-5.6%0.343%
4/22/2024 PFG Investments LLC7,836$367K0.0%N/A0.104%
4/22/2024 Laurel Wealth Planning LLC55,267$2.59M1.7%+4.5%0.732%
4/18/2024 Omega Financial Group LLC15,908$746K0.3%+9.7%0.212%
4/18/2024 Francis Financial Inc.291,536$13.67M4.4%+40.3%3.887%
4/15/2024 Elevated Capital Advisors LLC4,818$226K0.1%N/A0.064%
4/10/2024 Aprio Wealth Management LLC12,186$571K0.1%+4.0%0.162%
2/16/2024Clarity Asset Management Inc.3,643$172K0.1%N/A0.051%
2/12/2024 Robinson Smith Wealth Advisors LLC31,798$1.50M1.5%N/A0.442%
2/9/2024 Advisory Services Network LLC20,961$990K0.0%-15.7%0.291%
2/9/2024Franklin Resources Inc.17,320$818K0.0%+1.3%0.241%
2/9/2024 Assetmark Inc.38,989$1.84M0.0%+35.7%0.542%
2/9/2024 Sachetta LLC1,940$92K0.0%N/A0.027%
2/8/2024 Private Wealth Management Group LLC22,618$1.07M0.5%N/A0.314%
2/8/2024Beacon Pointe Advisors LLC5,203$246K0.0%N/A0.072%
2/7/2024 Envestnet Portfolio Solutions Inc.35,260$1.67M0.0%-4.6%0.490%
2/7/2024 Berger Financial Group Inc17,320$818K0.1%-29.7%0.241%
2/7/2024Principal Securities Inc.3,027$143K0.0%N/A0.042%
2/6/2024Johnson Financial Group LLC12,177$575K0.1%+15.7%0.169%
2/5/2024 Kestra Private Wealth Services LLC7,378$348K0.0%+5.5%0.102%
2/5/2024 Brio Consultants LLC12,177$575K0.1%+24.0%0.169%
2/2/2024Bank Julius Baer & Co. Ltd Zurich58,200$2.75M0.0%-1.2%0.808%
2/2/2024Atria Wealth Solutions Inc.12,614$596K0.0%-2.9%0.175%
2/1/2024 CWM LLC3,003$142K0.0%-51.9%0.042%
1/30/2024 Carnegie Capital Asset Management LLC4,340$205K0.0%N/A0.060%
1/30/2024Vontobel Holding Ltd.15,905$751K0.0%+3.3%0.221%
1/26/2024 PrairieView Partners LLC10,132$479K0.1%-8.0%0.142%
1/24/2024 Walkner Condon Financial Advisors LLC22,079$1.04M0.2%+6.8%0.309%
1/23/2024 Better Money Decisions LLC15,633$738K0.6%-7.3%0.219%
1/18/2024 Francis Financial Inc.207,858$9.82M4.2%+24.5%2.907%
1/18/2024 Shotwell Rutter Baer Inc13,326$629K0.6%N/A0.186%
1/17/2024 Aprio Wealth Management LLC11,713$553K0.1%+4.2%0.164%
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1/16/2024 Raymond James Financial Services Advisors Inc.27,406$1.29M0.0%-15.7%0.383%
1/12/2024 Cardinal Point Capital Management ULC10,394$491K0.1%-22.9%0.146%
1/11/2024 Stewardship Advisors LLC100,098$4.73M1.7%-9.4%1.410%
1/11/2024 Dynamic Advisor Solutions LLC16,750$784K0.0%-11.5%0.236%
1/11/2024 Omega Financial Group LLC14,501$685K0.3%-6.2%0.204%
1/11/2024 Falcon Wealth Planning8,465$400K0.1%-14.5%0.119%
11/30/2023Modera Wealth Management LLC189,717$8.56M0.1%N/A2.672%
11/15/2023Mercer Global Advisors Inc. ADV206,605$9.32M0.0%+47.0%2.910%
11/15/2023Lido Advisors LLC15,368$694K0.0%+86.7%0.216%
11/13/2023Retirement Capital Strategies12,799$578K0.3%N/A0.180%
11/13/2023Envestnet Asset Management Inc.319,191$14.41M0.0%+8.9%4.496%
11/13/2023 Envestnet Portfolio Solutions Inc.36,960$1.67M0.0%N/A0.521%
11/13/2023Kestra Advisory Services LLC7,398$334K0.0%+13.6%0.104%
11/13/2023Bank Julius Baer & Co. Ltd Zurich58,915$2.66M0.0%+3.1%0.830%
11/9/2023Betterment LLC974,909$44.00M0.1%+3.4%13.731%
11/9/2023UBS Group AG52,213$2.36M0.0%-6.0%0.735%
11/8/2023 HighTower Advisors LLC35,940$1.62M0.0%+146.9%0.506%
11/8/2023 Better Money Decisions LLC16,855$761K0.7%-1.8%0.237%
11/8/2023Atria Wealth Solutions Inc.12,993$586K0.0%-21.7%0.183%
11/8/2023KilterHowling LLC5,056$228K0.2%-6.5%0.071%
11/8/2023 Kestra Private Wealth Services LLC6,993$316K0.0%+23.1%0.098%
11/6/2023 Empower Advisory Group LLC961,142$43.38M0.2%+1.7%13.537%
11/3/2023 Berger Financial Group Inc24,638$1.11M0.1%-22.6%0.347%
11/1/2023 Wealthfront Advisers LLC13,853$625K0.0%+1.8%0.195%
10/27/2023 Assetmark Inc.28,734$1.30M0.0%+18.2%0.405%
10/27/2023 Brio Consultants LLC9,818$443K0.1%+11.9%0.138%
10/25/2023 Francis Financial Inc.166,946$7.53M3.9%-14.0%2.351%
10/24/2023 Bank of New York Mellon Corp75,016$3.39M0.0%N/A1.057%
10/23/2023 Sheets Smith Wealth Management2,027$91K0.0%N/A0.029%
10/23/2023Commonwealth Equity Services LLC27,690$1.25M0.0%+5.5%0.390%
10/23/2023 PrairieView Partners LLC11,014$497K0.1%+2.4%0.155%
10/20/2023 Walkner Condon Financial Advisors LLC20,679$933K0.2%+8.4%0.291%
10/13/2023 Cliftonlarsonallen Wealth Advisors LLC17,997$812K0.0%+4.1%0.257%
10/11/2023 Stewardship Advisors LLC110,524$4.99M1.9%+3.0%1.579%
10/11/2023 Dynamic Advisor Solutions LLC18,927$854K0.0%+2.6%0.270%
10/11/2023Vontobel Holding Ltd.15,403$695K0.0%+3.3%0.220%
10/11/2023 Omega Financial Group LLC15,463$698K0.3%-5.3%0.221%
10/10/2023 Aprio Wealth Management LLC11,243$507K0.1%+4.5%0.161%
10/5/2023 Falcon Wealth Planning9,905$447K0.1%+10.9%0.142%
8/11/2023Hsbc Holdings PLC77,900$3.62M0.0%-2.0%1.121%
8/10/2023WFA of San Diego LLC1,112$52K0.1%N/A0.016%
8/10/2023 Berger Financial Group Inc31,813$1.48M0.2%-17.0%0.458%
8/10/2023 Cardinal Point Capital Management ULC13,479$627K0.2%-49.6%0.194%
8/10/2023Financial Architects Inc14,753$687K0.1%-6.3%0.212%
8/10/2023Cetera Investment Advisers10,525$490K0.0%N/A0.151%
8/9/2023 Better Money Decisions LLC17,162$799K0.7%+29.6%0.247%
8/9/2023Flow Traders U.S. LLC11,572$539K0.0%-30.1%0.167%
8/9/2023Lido Advisors LLC8,231$383K0.0%+62.0%0.118%
8/8/2023 Archer Investment Corp1,078$50K0.0%N/A0.016%
8/8/2023 Kestra Private Wealth Services LLC5,679$264K0.0%N/A0.082%
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share (Ad)

The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
8/8/2023Blue Barn Wealth LLC16,721$778K0.5%-1.6%0.241%
8/4/2023Envestnet Asset Management Inc.293,207$13.65M0.0%+127.4%4.219%
8/4/2023 PrairieView Partners LLC10,752$500K0.1%+5.2%0.155%
8/3/2023Atria Wealth Solutions Inc.16,596$772K0.0%N/A0.239%
8/3/2023 PFG Investments LLC7,407$345K0.1%+6.5%0.107%
8/3/2023 Dynamic Advisor Solutions LLC18,439$858K0.0%+23.6%0.265%
8/3/2023 Tanager Wealth Management LLP10,595$493K0.1%+4.7%0.152%
7/31/2023LPL Financial LLC69,072$3.21M0.0%-3.3%0.994%
7/27/2023 Francis Financial Inc.194,205$9.04M4.9%+14.3%2.815%
7/25/2023 Raymond James Financial Services Advisors Inc.32,460$1.51M0.0%+7.9%0.470%
(Data available from 1/1/2016 forward)

BGRN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGRN shares?

During the previous two years, 87 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($44.00M), Empower Advisory Group LLC ($43.38M), Personal Capital Advisors Corp ($39.86M), Envestnet Asset Management Inc. ($14.41M), Francis Financial Inc. ($13.67M), Mercer Global Advisors Inc. ADV ($9.32M), and Modera Wealth Management LLC ($8.56M).Learn more on BGRN's institutional investors.

Which institutional investors have been buying iShares USD Green Bond ETF stock?

Of the 81 institutional investors that purchased iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($57.12M), Empower Advisory Group LLC ($946.88K), Personal Capital Advisors Corp ($874.71K), Francis Financial Inc. ($318.80K), Envestnet Asset Management Inc. ($230.09K), Modera Wealth Management LLC ($189.72K), and Betterment LLC ($120.21K).

How much institutional buying is happening at iShares USD Green Bond ETF?

Institutional investors have bought a total of 60,616,507 shares in the last 24 months. This purchase volume represents approximately $2.94B in transactions.

Which iShares USD Green Bond ETF major shareholders have been selling company stock?

Of the 34 institutional investors that sold iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kestra Private Wealth Services LLC ($70.77K), UBS Group AG ($51.68K), Berger Financial Group Inc ($28.06K), Francis Financial Inc. ($27.26K), Commonwealth Equity Services LLC ($27.10K), Mascoma Wealth Management LLC ($24.50K), and Cardinal Point Capital Management ULC ($16.32K).

How much institutional selling is happening at iShares USD Green Bond ETF?

Institutional investors have sold a total of 327,478 shares in the last 24 months. This volume of shares sold represents approximately $24.76M in transactions.


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This page (NASDAQ:BGRN) was last updated on 5/12/2024 by MarketBeat.com Staff

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