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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$47.12 -0.19 (-0.40%)
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Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$45.78M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$10.46M
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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
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%
2/17/2025Francis Financial Inc.345,030$16.09M3.7%+0.8%4.035%
2/17/2025Cetera Investment Advisers90,204$4.21M0.0%-0.7%1.055%
2/17/2025Bank of America Corp DE237,608$11.08M0.0%-2.2%2.779%
2/14/2025Mercer Global Advisors Inc. ADV604,440$28.18M0.1%+14.7%7.069%
2/14/2025Lido Advisors LLC14,024$654K0.0%-4.8%0.164%
2/14/2025Betterment LLC1,293,055$60.28M0.1%+6.3%15.123%
2/14/2025Hsbc Holdings PLC69,600$3.25M0.0%-10.7%0.814%
2/14/2025Stifel Financial Corp4,382$204K0.0%N/A0.051%
2/13/2025NewEdge Advisors LLC8,368$390K0.0%N/A0.098%
2/13/2025Summit Investment Advisors Inc.8,902$415K0.4%+3.4%0.104%
2/13/2025Seeds Investor LLC109,404$5.10M1.5%N/A1.280%
2/13/2025Raymond 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%
2/12/2025Franklin Resources Inc.18,031$841K0.0%+1.4%0.211%
2/11/2025Modern Wealth Management LLC19,314$904K0.0%N/A0.226%
2/11/2025LPL Financial LLC150,566$7.02M0.0%+3.3%1.761%
2/11/2025Northwest & 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%
2/10/2025Commonwealth Equity Services LLC32,409$1.51M0.0%-1.0%0.379%
2/7/2025Bank Julius Baer & Co. Ltd Zurich31,897$1.64M0.0%+7.4%0.373%
2/6/2025Raymond James Financial Inc.30,490$1.42M0.0%N/A0.357%
2/6/2025Assetmark Inc.59,139$2.76M0.0%+13.7%0.692%
2/6/2025Jones Financial Companies Lllp3,666$171K0.0%+25.3%0.043%
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2/5/2025 Halbert Hargrove Global Advisors LLC2,804$131K0.0%N/A0.033%
2/4/2025 Bank of New York Mellon Corp75,577$3.52M0.0%+3.8%0.884%
2/3/2025 Laurel Wealth Planning LLC57,766$2.69M1.7%+3.7%0.676%
2/3/2025Invera Wealth Advisors LLC20,307$947K0.9%+23.7%0.238%
1/31/2025 Morton Brown Family Wealth LLC3,298$154K0.1%+59.9%0.038%
1/31/2025Atria Wealth Solutions Inc.13,156$613K0.0%-3.3%0.153%
1/31/2025Empower Advisory Group LLC1,001,894$46.71M0.2%+4.9%11.650%
1/30/2025Principal Securities Inc.6,910$322K0.0%+65.5%0.080%
1/30/2025 Walkner Condon Financial Advisors LLC22,208$1.04M0.2%+2.7%0.258%
1/30/2025 DORVAL Corp5,912$276K0.1%N/A0.069%
1/30/2025 Vontobel Holding Ltd.13,772$642K0.0%+5.0%0.160%
1/29/2025PrairieView Partners LLC13,732$640K0.1%-2.4%0.161%
1/28/2025Kestra Private Wealth Services LLC12,132$566K0.0%-8.1%0.142%
1/24/2025 Archer Investment Management LLC11,964$558K0.3%N/A0.140%
1/24/2025 Better Money Decisions LLC15,094$704K0.5%+18.2%0.177%
1/24/2025Richardson Financial Services Inc.785$37K0.0%-49.3%0.009%
1/24/2025Brio Consultants LLC17,257$805K0.1%+15.6%0.202%
1/22/2025 Falcon Wealth Planning13,106$611K0.1%+6.3%0.153%
1/22/2025 Perigon Wealth Management LLC4,353$203K0.0%-94.5%0.051%
1/22/2025 PFG Investments LLC4,949$231K0.0%-29.1%0.058%
1/21/2025 Stewardship Advisors LLC10,233$477K0.1%-80.4%0.120%
1/21/2025 Dynamic Advisor Solutions LLC16,301$760K0.0%+1.7%0.192%
1/21/2025Sachetta LLC2,370$110K0.0%+19.4%0.028%
1/15/2025 Trust Co. of Vermont1,673$78K0.0%N/A0.020%
1/15/2025 Fermata Advisors LLC6,509$303K0.1%N/A0.077%
1/15/2025Omega Financial Group LLC16,333$761K0.3%+1.6%0.192%
1/14/2025Cardinal Point Capital Management ULC9,504$443K0.1%+7.5%0.112%
1/14/2025 Shotwell Rutter Baer Inc14,717$681K0.6%+6.0%0.173%
1/13/2025Kades & Cheifetz LLC6,970$325K0.2%N/A0.082%
11/15/2024Clarity Asset Management Inc.1,610$78K0.1%-53.6%0.020%
11/14/2024Northwest & Ethical Investments L.P.15,440$746K0.0%+54.2%0.188%
11/8/2024 Equita Financial Network Inc.6,299$304K0.1%+32.9%0.077%
11/7/2024Pathstone Holdings LLC36,187$1.75M0.0%+33.2%0.441%
11/5/2024Empower Advisory Group LLC954,740$46.15M0.2%+0.8%11.643%
11/2/2024Francis Financial Inc.342,416$16.55M4.4%+4.9%4.201%
11/1/2024Assetmark Inc.52,021$2.52M0.0%+10.1%0.638%
10/31/2024 Walkner Condon Financial Advisors LLC21,616$1.05M0.2%-8.0%0.265%
10/30/2024JFG Wealth Management LLC7,304$353K0.1%+20.1%0.090%
10/30/2024Johnson Financial Group LLC14,041$679K0.1%+2.6%0.172%
10/30/2024 Falcon Wealth Planning12,328$596K0.1%+27.8%0.151%
10/29/2024Private Wealth Management Group LLC26,639$1.29M0.5%+8.0%0.327%
10/28/2024 Laurel Wealth Planning LLC55,721$2.69M1.8%-1.4%0.684%
10/25/2024 Better Money Decisions LLC12,766$617K0.4%-18.4%0.157%
10/24/2024Richardson Financial Services Inc.1,548$73K0.0%+102.9%0.019%
10/24/2024 PFG Investments LLC6,983$338K0.0%-9.8%0.086%
10/23/2024Allworth Financial LP655$32K0.0%+93.2%0.008%
10/23/2024 Tanager Wealth Management LLP17,003$822K0.1%+30.0%0.209%
10/21/2024 Stewardship Advisors LLC52,240$2.53M0.7%-2.5%0.641%
10/16/2024 Vontobel Holding Ltd.13,122$634K0.0%+3.4%0.163%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC16,572$801K0.0%-17.0%0.206%
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10/11/2024Creative Planning115,079$5.56M0.0%+1.8%1.430%
10/8/2024 First National Corp MA ADV5,144$249K0.1%N/A0.065%
10/8/2024 Dynamic Advisor Solutions LLC16,025$775K0.0%-2.6%0.202%
10/8/2024Omega Financial Group LLC16,071$777K0.3%-1.7%0.202%
10/7/2024 Shotwell Rutter Baer Inc13,882$664K0.5%+5.2%0.175%
9/5/2024Sanctuary Advisors LLC4,506$207K0.0%N/A0.058%
8/22/2024Cetera Investment Advisers93,948$4.37M0.0%+2.1%1.212%
8/16/2024Creative Planning113,001$5.26M0.0%+18.1%1.458%
8/12/2024Mercer Global Advisors Inc. ADV421,688$19.63M0.0%+17.9%5.441%
8/8/2024 Envestnet Asset Management Inc.504,187$23.47M0.0%+16.0%6.506%
(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, 93 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($60.28M), Empower Advisory Group LLC ($46.71M), Envestnet Asset Management Inc. ($30.16M), Mercer Global Advisors Inc. ADV ($28.18M), Francis Financial Inc. ($16.09M), Bank of America Corp DE ($11.08M), 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 83 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 ($57.09M), Empower Advisory Group LLC ($1.00M), Francis Financial Inc. ($364.56K), Envestnet Asset Management Inc. ($308.07K), Mercer Global Advisors Inc. ADV ($207.29K), Modera Wealth Management LLC ($189.72K), and Betterment LLC ($129.82K).

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

Institutional investors have bought a total of 60,296,120 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

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

Of the 43 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: Stewardship Advisors LLC ($101.05K), Perigon Wealth Management LLC ($74.50K), Francis Financial Inc. ($27.26K), Berger Financial Group Inc ($21.02K), Cardinal Point Capital Management ULC ($17.58K), Hsbc Holdings PLC ($9.90K), and Robinson Smith Wealth Advisors LLC ($7.47K).

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

Institutional investors have sold a total of 352,267 shares in the last 24 months. This volume of shares sold represents approximately $16.60M in transactions.


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This page (NASDAQ:BGRN) was last updated on 5/1/2025 by MarketBeat.com Staff
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