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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$48.28 +0.07 (+0.15%)
Closing price 03:50 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$47.66M
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
9/4/2025 Osaic Holdings Inc.13,551$645K0.0%+20.9%0.157%
8/26/2025 Thrivent Financial for Lutherans7,045$336K0.0%N/A0.081%
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%
5/29/2025Plum Street Advisors LLC31,053$1.47M0.7%+1.3%0.370%
5/19/2025Jane Street Group LLC29,424$1.39M0.0%N/A0.350%
5/16/2025Jones Financial Companies Lllp1,137$54K0.0%-69.0%0.014%
5/16/2025NewEdge Advisors LLC10,610$502K0.0%+26.8%0.126%
5/16/2025Aprio Wealth Management LLC13,518$640K0.1%+4.4%0.161%
5/15/2025Royal Bank of Canada217,330$10.29M0.0%+1.0%2.587%
5/15/2025Betterment LLC1,321,558$62.59M0.1%+2.2%15.733%
5/14/2025KilterHowling LLC5,509$258K0.2%-5.1%0.066%
5/14/2025Ally Invest Advisors Inc.4,267$202K0.0%N/A0.051%
5/14/2025Compound Planning Inc.13,041$618K0.0%N/A0.155%
5/14/2025CW Advisors LLC4,451$211K0.0%N/A0.053%
5/13/2025Northwest & Ethical Investments L.P.18,456$874K0.0%+15.8%0.220%
5/13/2025Francis Financial Inc.369,746$17.51M4.2%+7.2%4.402%
5/13/2025HighTower Advisors LLC26,580$1.26M0.0%+5.9%0.316%
5/9/2025Blue Barn Wealth LLC20,425$967K0.5%+6.1%0.243%
5/9/2025PrairieView Partners LLC14,459$684K0.1%+5.3%0.172%
5/9/2025Atria Wealth Solutions Inc.19,507$924K0.0%+48.3%0.232%
5/9/2025Empower Advisory Group LLC1,050,426$49.75M0.2%+4.8%12.505%
5/8/2025Sound View Wealth Advisors Group LLC11,723$555K0.0%+4.6%0.140%
5/7/2025LPL Financial LLC119,656$5.67M0.0%-20.5%1.424%
5/6/2025Assetmark Inc.65,807$3.12M0.0%+11.3%0.783%
5/6/2025Cetera Investment Advisers92,316$4.37M0.0%+2.3%1.099%
5/6/2025Bank Julius Baer & Co. Ltd Zurich31,145$1.48M0.0%-2.4%0.371%
5/5/2025Kestra Private Wealth Services LLC9,321$441K0.0%-23.2%0.111%
5/2/2025Private 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%
5/1/2025LRI Investments LLC3,099$147K0.0%N/A0.037%
5/1/2025Omega Financial Group LLC17,710$839K0.3%+8.4%0.211%
4/29/2025Envestnet Asset Management Inc.636,797$30.16M0.0%-0.4%7.581%
4/29/2025Bank of New York Mellon Corp83,036$3.93M0.0%+9.9%0.989%
4/28/2025Equita Financial Network Inc.8,471$401K0.1%+34.3%0.101%
4/28/2025Vontobel Holding Ltd.11,786$558K0.0%-14.4%0.140%
4/25/2025Westfuller Advisors LLC8,086$383K0.3%N/A0.095%
4/24/2025Laurel Wealth Planning LLC59,302$2.81M1.9%+2.7%0.698%
4/24/2025Tanager Wealth Management LLP14,690$696K0.1%-13.6%0.173%
4/24/2025Falcon Wealth Planning11,622$550K0.1%-11.3%0.137%
4/23/2025Walkner Condon Financial Advisors LLC23,443$1.11M0.2%+5.6%0.276%
4/21/2025Envestnet Portfolio Solutions Inc.37,751$1.79M0.0%+2.2%0.444%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC39,533$1.87M0.0%+136.7%0.465%
4/10/2025Fermata Advisors LLC5,947$282K0.1%-8.6%0.070%
4/10/2025Better Money Decisions LLC15,750$746K0.5%+4.3%0.185%
4/9/2025Archer Investment Management LLC11,149$528K0.4%-6.8%0.131%
4/9/2025Shotwell Rutter Baer Inc15,849$748K0.6%+7.7%0.186%
4/8/2025Parallel Advisors LLC2,378$113K0.0%N/A0.028%
2/27/2025XY 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%
2/13/2025Envestnet 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%
2/10/2025Envestnet Portfolio Solutions Inc.36,933$1.72M0.0%-0.8%0.432%
(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, 101 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 91 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 1,012,151 shares in the last 24 months. This purchase volume represents approximately $47.66M 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 9/15/2025 by MarketBeat.com Staff
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