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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$47.61 -0.13 (-0.27%)
Closing price 08/21/2025 03:59 PM Eastern
Extended Trading
$47.59 -0.02 (-0.04%)
As of 08/21/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$47.42M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$18.75M
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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
8/15/2025 WFA of San Diego LLC1,341$64K0.0%N/A0.016%
8/15/2025 Modern Wealth Management LLC30,718$1.46M0.0%+78.7%0.355%
8/15/2025 Bank of America Corp DE299,337$14.27M0.0%+16.1%3.461%
8/15/2025 Ameriprise Financial Inc.13,383$638K0.0%-2.1%0.155%
8/14/2025 Raymond James Financial Inc.68,389$3.26M0.0%+107.1%0.791%
8/14/2025 Betterment LLC1,310,676$62.48M0.1%-0.8%15.152%
8/14/2025 NewEdge Advisors LLC11,137$531K0.0%+5.0%0.129%
8/13/2025 CW Advisors LLC5,423$259K0.0%+21.8%0.063%
8/13/2025 Lido Advisors LLC7,283$347K0.0%-16.8%0.084%
8/13/2025 Northwest & Ethical Investments L.P.19,096$910K0.0%+3.5%0.221%
8/12/2025 Ameritas Investment Partners Inc.9,469$451K0.0%+4.1%0.109%
8/12/2025 Seeds Investor LLC112,730$5.37M1.3%-5.0%1.303%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich33,988$1.62M0.0%+9.1%0.393%
8/8/2025 Cetera Investment Advisers51,807$2.47M0.0%-43.9%0.599%
8/8/2025 Creative Planning141,099$6.73M0.0%+11.5%1.631%
8/8/2025 Empower Advisory Group LLC1,062,274$50.64M0.2%+1.1%12.281%
8/8/2025 Omega Financial Group LLC18,062$861K0.3%+2.0%0.209%
8/8/2025 Francis Financial Inc.253,244$12.07M2.8%-31.5%2.928%
8/8/2025 Better Money Decisions LLC16,112$768K0.5%+2.3%0.186%
8/7/2025 Sound View Wealth Advisors Group LLC12,614$601K0.0%+7.6%0.146%
8/6/2025 Walkner Condon Financial Advisors LLC20,600$982K0.2%-12.1%0.238%
8/5/2025 Blue Barn Wealth LLC21,188$1.01M0.5%+3.7%0.245%
8/4/2025 Assetmark Inc.67,385$3.21M0.0%+2.4%0.779%
8/1/2025 Equita Financial Network Inc.12,408$591K0.2%+46.5%0.143%
8/1/2025 Envestnet Asset Management Inc.659,577$31.44M0.0%+3.6%7.625%
7/31/2025 Wealthfront Advisers LLC24,602$1.17M0.0%+26.3%0.284%
7/31/2025 Cardinal Point Capital Management ULC12,154$579K0.0%+37.5%0.141%
7/29/2025 Private Wealth Management Group LLC24,969$1.19M0.4%-1.0%0.289%
7/25/2025 Envestnet Portfolio Solutions Inc.20,301$968K0.0%-46.2%0.235%
7/25/2025 PrairieView Partners LLC14,915$710K0.1%+3.2%0.173%
7/24/2025 Financial Connections Group Inc.1,034$49K0.0%N/A0.012%
7/21/2025 Ameritas Advisory Services LLC2,346$112K0.0%N/A0.027%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC39,105$1.86M0.0%-1.1%0.457%
7/16/2025 Falcon Wealth Planning15,399$734K0.1%+32.5%0.180%
6/2/2025 Modern Wealth Management LLC17,189$814K0.0%-6.6%0.205%
5/29/2025 Plum Street Advisors LLC31,053$1.47M0.7%+1.3%0.370%
5/19/2025 Jane Street Group LLC29,424$1.39M0.0%N/A0.350%
5/16/2025 Jones Financial Companies Lllp1,137$54K0.0%-69.0%0.014%
5/16/2025 NewEdge Advisors LLC10,610$502K0.0%+26.8%0.126%
5/16/2025 Aprio Wealth Management LLC13,518$640K0.1%+4.4%0.161%
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5/15/2025 Royal Bank of Canada217,330$10.29M0.0%+1.0%2.587%
5/15/2025 Betterment LLC1,321,558$62.59M0.1%+2.2%15.733%
5/14/2025 KilterHowling LLC5,509$258K0.2%-5.1%0.066%
5/14/2025 Ally Invest Advisors Inc.4,267$202K0.0%N/A0.051%
5/14/2025 Compound Planning Inc.13,041$618K0.0%N/A0.155%
5/14/2025 CW Advisors LLC4,451$211K0.0%N/A0.053%
5/13/2025 Northwest & Ethical Investments L.P.18,456$874K0.0%+15.8%0.220%
5/13/2025 Francis Financial Inc.369,746$17.51M4.2%+7.2%4.402%
5/13/2025 HighTower Advisors LLC26,580$1.26M0.0%+5.9%0.316%
5/9/2025 Blue Barn Wealth LLC20,425$967K0.5%+6.1%0.243%
5/9/2025 PrairieView Partners LLC14,459$684K0.1%+5.3%0.172%
5/9/2025 Atria Wealth Solutions Inc.19,507$924K0.0%+48.3%0.232%
5/9/2025 Empower Advisory Group LLC1,050,426$49.75M0.2%+4.8%12.505%
5/8/2025 Sound View Wealth Advisors Group LLC11,723$555K0.0%+4.6%0.140%
5/7/2025 LPL Financial LLC119,656$5.67M0.0%-20.5%1.424%
5/6/2025 Assetmark Inc.65,807$3.12M0.0%+11.3%0.783%
5/6/2025 Cetera Investment Advisers92,316$4.37M0.0%+2.3%1.099%
5/6/2025 Bank Julius Baer & Co. Ltd Zurich31,145$1.48M0.0%-2.4%0.371%
5/5/2025 Kestra Private Wealth Services LLC9,321$441K0.0%-23.2%0.111%
5/2/2025 Private Wealth Management Group LLC25,219$1.19M0.4%-6.1%0.300%
5/2/2025Invera Wealth Advisors LLC22,758$1.08M1.3%+12.1%0.271%
5/1/2025 LRI Investments LLC3,099$147K0.0%N/A0.037%
5/1/2025 Omega Financial Group LLC17,710$839K0.3%+8.4%0.211%
4/29/2025 Envestnet Asset Management Inc.636,797$30.16M0.0%-0.4%7.581%
4/29/2025 Bank of New York Mellon Corp83,036$3.93M0.0%+9.9%0.989%
4/28/2025 Equita Financial Network Inc.8,471$401K0.1%+34.3%0.101%
4/28/2025 Vontobel Holding Ltd.11,786$558K0.0%-14.4%0.140%
4/25/2025 Westfuller Advisors LLC8,086$383K0.3%N/A0.095%
4/24/2025 Laurel Wealth Planning LLC59,302$2.81M1.9%+2.7%0.698%
4/24/2025 Tanager Wealth Management LLP14,690$696K0.1%-13.6%0.173%
4/24/2025 Falcon Wealth Planning11,622$550K0.1%-11.3%0.137%
4/23/2025 Walkner Condon Financial Advisors LLC23,443$1.11M0.2%+5.6%0.276%
4/21/2025 Envestnet Portfolio Solutions Inc.37,751$1.79M0.0%+2.2%0.444%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC39,533$1.87M0.0%+136.7%0.465%
4/10/2025 Fermata Advisors LLC5,947$282K0.1%-8.6%0.070%
4/10/2025 Better Money Decisions LLC15,750$746K0.5%+4.3%0.185%
4/9/2025 Archer Investment Management LLC11,149$528K0.4%-6.8%0.131%
4/9/2025 Shotwell Rutter Baer Inc15,849$748K0.6%+7.7%0.186%
4/8/2025 Parallel Advisors LLC2,378$113K0.0%N/A0.028%
2/27/2025 XY Planning Network Inc.5,125$239K0.2%N/A0.060%
2/17/2025 Francis Financial Inc.345,030$16.09M3.7%+0.8%4.035%
2/17/2025 Cetera Investment Advisers90,204$4.21M0.0%-0.7%1.055%
2/17/2025 Bank of America Corp DE237,608$11.08M0.0%-2.2%2.779%
2/14/2025 Mercer Global Advisors Inc. ADV604,440$28.18M0.1%+14.7%7.069%
2/14/2025 Lido Advisors LLC14,024$654K0.0%-4.8%0.164%
2/14/2025 Betterment LLC1,293,055$60.28M0.1%+6.3%15.123%
2/14/2025 Hsbc Holdings PLC69,600$3.25M0.0%-10.7%0.814%
2/14/2025 Stifel Financial Corp4,382$204K0.0%N/A0.051%
2/13/2025 NewEdge Advisors LLC8,368$390K0.0%N/A0.098%
2/13/2025 Summit Investment Advisors Inc.8,902$415K0.4%+3.4%0.104%
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2/13/2025 Seeds Investor LLC109,404$5.10M1.5%N/A1.280%
2/13/2025 Raymond James Financial Inc.30,490$1.42M0.0%N/A0.357%
2/13/2025 Envestnet Asset Management Inc.639,128$29.80M0.0%+8.2%7.475%
2/12/2025 Franklin Resources Inc.18,031$841K0.0%+1.4%0.211%
2/11/2025 Modern Wealth Management LLC19,314$904K0.0%N/A0.226%
2/11/2025 LPL Financial LLC150,566$7.02M0.0%+3.3%1.761%
2/11/2025 Northwest & Ethical Investments L.P.15,940$743K0.0%+3.2%0.186%
2/10/2025 Envestnet Portfolio Solutions Inc.36,933$1.72M0.0%-0.8%0.432%
2/10/2025 Commonwealth Equity Services LLC32,409$1.51M0.0%-1.0%0.379%
2/7/2025 Bank Julius Baer & Co. Ltd Zurich31,897$1.64M0.0%+7.4%0.373%
(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, 99 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($62.48M), Empower Advisory Group LLC ($50.64M), Envestnet Asset Management Inc. ($31.44M), Mercer Global Advisors Inc. ADV ($28.18M), Bank of America Corp DE ($14.27M), Francis Financial Inc. ($12.07M), and Royal Bank of Canada ($10.29M).Learn more on iShares USD Green Bond ETF's institutional investors.

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

Of the 89 institutional investors that purchased iShares USD Green Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mercer Global Advisors Inc. ADV ($207.29K), Francis Financial Inc. ($202.80K), Modera Wealth Management LLC ($189.72K), Envestnet Asset Management Inc. ($166.59K), Betterment LLC ($137.18K), Empower Advisory Group LLC ($130.98K), and Seeds Investor LLC ($109.40K).

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

Institutional investors have bought a total of 1,007,270 shares in the last 24 months. This purchase volume represents approximately $47.42M in transactions.

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

Of the 36 institutional investors that sold iShares USD Green Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Francis Financial Inc. ($116.50K), Perigon Wealth Management LLC ($74.50K), Stewardship Advisors LLC ($43.36K), Cetera Investment Advisers ($41.16K), LPL Financial LLC ($30.91K), Envestnet Portfolio Solutions Inc. ($17.77K), and Betterment LLC ($10.88K).

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

Institutional investors have sold a total of 396,464 shares in the last 24 months. This volume of shares sold represents approximately $18.75M in transactions.


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This page (NASDAQ:BGRN) was last updated on 8/22/2025 by MarketBeat.com Staff
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