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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$46.88 -0.13 (-0.28%)
As of 01:29 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)
68
Total
Institutional Inflows
(last 12 months)
$56.01M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$34.34M
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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
8/12/2026 C M Bidwell & Associates Ltd.74,120$7.86M3.2%N/A0.693%
8/7/2026 Trust Co. of Vermont3,399$77K0.0%N/A0.032%
7/9/2026 Corepath Wealth Partners LLC6,097$287K0.2%N/A0.058%
7/7/2026 Dynamic Advisor Solutions LLC16,440$780K0.0%-2.4%0.157%
6/9/2026 Robinswood Financial LLC647$31K0.0%N/A0.007%
6/3/2026 NewEdge Advisors LLC14,849$705K0.0%-30.4%0.150%
5/19/2026 NewEdge Advisors LLC14,849$705K0.0%-30.4%0.150%
5/19/2026Bank of America Corp DE418,909$19.89M0.0%+21.4%4.231%
5/18/2026Royal Bank of Canada256,841$12.19M0.0%+2.5%2.594%
5/14/2026 Compound Planning Inc.16,965$805K0.0%-3.4%0.171%
5/14/2026Modern Wealth Management LLC21,781$1.03M0.0%-28.5%0.220%
5/13/2026 Cetera Investment Advisers64,283$3.05M0.0%+2.4%0.649%
5/6/2026 Assetmark Inc.82,594$3.92M0.0%+10.1%0.834%
5/5/2026 Wealthfront Advisers LLC31,218$1.48M0.0%+2.3%0.315%
5/5/2026 Bank of New York Mellon Corp100,108$4.75M0.0%+2.4%1.011%
4/30/2026 Kestra Advisory Services LLC9,900$470K0.0%+50.9%0.100%
4/29/2026 Impact Investors Inc169,667$8.05M5.6%+11.1%1.714%
4/28/2026 Westfuller Advisors LLC2,443$116K0.1%-70.0%0.025%
4/28/2026 Walkner Condon Financial Advisors LLC17,942$852K0.1%+4.9%0.182%
4/24/2026 Equita Financial Network Inc.23,254$1.10M0.3%-2.3%0.236%
4/23/2026 Midwest Financial Partners Investments Inc.19,003$902K0.5%+7.8%0.193%
4/23/2026 Private Wealth Management Group LLC27,196$1.29M0.3%+2.1%0.276%
4/23/2026 Continuum Advisory LLC4,479$213K0.0%N/A0.045%
4/21/2026 Falcon Wealth Planning20,212$959K0.1%-4.7%0.205%
4/21/2026 Morton Brown Family Wealth LLC4,877$232K0.1%+31.6%0.050%
4/20/2026 Kestra Private Wealth Services LLC8,949$425K0.0%-4.8%0.091%
4/20/2026 Cardinal Point Capital Management ULC13,838$657K0.0%+3.0%0.140%
2/19/2026 Compound Planning Inc.17,561$842K0.0%+2.2%0.188%
2/18/2026 Mercer Global Advisors Inc. ADV1,008,312$48.33M0.1%+6.5%10.784%
2/18/2026 EP Wealth Advisors LLC7,232$347K0.0%N/A0.077%
2/18/2026 NewEdge Advisors LLC21,333$1.02M0.0%+3.0%0.228%
2/17/2026 Cetera Investment Advisers62,806$3.01M0.0%+13.6%0.672%
2/17/2026Osaic Holdings Inc.14,129$677K0.0%-21.4%0.151%
2/17/2026Royal Bank of Canada250,493$12.01M0.0%+4.9%2.679%
2/13/2026Plum Street Advisors LLC46,696$2.24M0.8%+5.5%0.499%
2/13/2026 Stifel Financial Corp6,441$309K0.0%+7.4%0.069%
2/13/2026Wells Fargo & Company MN1,807$87K0.0%-95.3%0.019%
2/13/2026 Livet Wealth LLC16,834$807K0.5%N/A0.180%
2/12/2026Federation des caisses Desjardins du Quebec1,505$72K0.0%-12.4%0.016%
2/12/2026 Commonwealth Equity Services LLC37,388$1.79M0.0%+2.9%0.400%
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2/12/2026 Zevin Asset Management LLC37,144$1.78M0.2%N/A0.397%
2/12/2026CIBC Private Wealth Group LLC6,152$295K0.0%+51.2%0.066%
2/12/2026Betterment LLC1,345,583$64.51M0.1%+6.9%14.391%
2/12/2026 Principal Securities Inc.13,684$656K0.0%+25.8%0.146%
2/11/2026 GWN Securities Inc.4,830$232K0.0%N/A0.052%
2/11/2026 LPL Financial LLC168,609$8.08M0.0%+6.9%1.803%
2/11/2026Franklin Resources Inc.18,811$902K0.0%+1.4%0.201%
2/11/2026 Francis Financial Inc.254,269$12.19M2.4%-4.2%2.719%
2/10/2026 Johnson Financial Group LLC16,340$783K0.0%+16.5%0.175%
2/10/2026 Savant Capital LLC14,648$702K0.0%-7.2%0.157%
2/6/2026 Midwest Financial Partners Investments Inc.17,632$845K0.5%N/A0.189%
2/6/2026 Envestnet Portfolio Solutions Inc.21,792$1.05M0.0%+1.2%0.233%
2/5/2026 Bank Julius Baer & Co. Ltd Zurich45,000$2.16M0.0%-10.9%0.481%
2/5/2026 Allworth Financial LP630$30K0.0%+429.4%0.007%
2/5/2026 Cardinal Point Capital Management ULC13,436$644K0.0%+2.1%0.144%
2/4/2026 Brio Consultants LLC21,550$1.03M0.1%+8.5%0.230%
2/4/2026 LRI Investments LLC6,076$291K0.0%+95.3%0.065%
2/3/2026 Falcon Wealth Planning21,218$1.02M0.1%+1.2%0.227%
1/30/2026 Wealthfront Advisers LLC30,518$1.46M0.0%+7.4%0.328%
1/30/2026 Torren Management LLC6,479$311K0.2%N/A0.070%
1/29/2026 Aprio Wealth Management LLC12,251$587K0.0%-13.4%0.132%
1/29/2026 Equita Financial Network Inc.23,812$1.14M0.3%+38.9%0.256%
1/27/2026 Seeds Investor LLC129,219$6.19M1.2%+9.4%1.389%
1/26/2026 XY Planning Network Inc.12,873$617K0.1%+139.0%0.138%
1/23/2026 Assetmark Inc.74,988$3.60M0.0%+5.6%0.806%
1/23/2026 Invera Wealth Advisors LLC23,812$1.14M0.7%-7.6%0.256%
1/23/2026 Private Wealth Management Group LLC26,648$1.28M0.3%+1.1%0.287%
1/23/2026 Laurel Wealth Planning LLC69,660$3.34M1.9%+7.3%0.749%
1/22/2026 Cliftonlarsonallen Wealth Advisors LLC46,695$2.24M0.0%+8.3%0.502%
1/21/2026 Impact Investors Inc152,779$7.32M5.1%-2.7%1.643%
1/21/2026 Walkner Condon Financial Advisors LLC17,096$820K0.1%+1.5%0.184%
1/16/2026 Values Added Financial LLC13,366$641K0.3%+62.5%0.144%
1/15/2026 Lodestone Wealth Management LLC640$31K0.0%N/A0.007%
11/20/2025First Affirmative Financial Network6,036$291K0.1%-69.6%0.067%
11/18/2025 Advisory Services Network LLC1,762$85K0.0%N/A0.020%
11/17/2025 NewEdge Advisors LLC20,719$997K0.0%+86.0%0.230%
11/17/2025 Mercer Global Advisors Inc. ADV946,916$45.57M0.1%+26.7%10.521%
11/17/2025 Lido Advisors LLC7,064$340K0.0%-3.0%0.078%
11/17/2025Citadel Advisors LLC43,324$2.09M0.0%N/A0.481%
11/17/2025Bank of America Corp DE329,992$15.88M0.0%+10.2%3.667%
11/17/2025Ameriprise Financial Inc.14,117$679K0.0%+5.5%0.157%
11/14/2025Creative Planning158,042$7.61M0.0%+12.0%1.756%
11/14/2025Raymond James Financial Inc.59,632$2.87M0.0%-12.8%0.663%
11/14/2025Plum Street Advisors LLC44,264$2.13M0.8%+49.7%0.492%
11/13/2025Betterment LLC1,259,094$60.60M0.1%-3.9%13.990%
11/13/2025UBS Group AG74,075$3.57M0.0%+3.0%0.823%
11/13/2025Modern Wealth Management LLC32,498$1.56M0.0%+5.8%0.361%
11/12/2025 Omega Financial Group LLC18,509$891K0.3%+2.5%0.206%
11/10/2025 Compound Planning Inc.17,177$827K0.0%+30.1%0.191%
11/10/2025 Rossby Financial LCC1,968$95K0.0%N/A0.022%
Gold buyout deals have handed shareholders overnight gains up to 79 percent (Ad)

Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,228.6% for shareholders of companies like G2 Goldfields, Loncor Gold, and Rupert Resources. Analyst Garrett Goggin, CFA, CMT, tracks which small miners hold the grade, cash flow, and assets that attract buyout interest from major producers. One quarter of his tracked portfolio has already been acquired as the gold bull market's M and A phase accelerates.tc pixel

See Garrett Goggin's top three potential gold buyout targets now
11/7/2025Synovus Financial Corp4,697$226K0.0%N/A0.052%
11/6/2025 Assetmark Inc.71,016$3.42M0.0%+5.4%0.789%
11/6/2025 Wealthfront Advisers LLC28,411$1.37M0.0%+15.5%0.316%
11/6/2025 Francis Financial Inc.265,364$12.77M2.6%+4.8%2.948%
11/6/2025 Cardinal Point Capital Management ULC13,158$634K0.0%+8.3%0.146%
11/5/2025 Savant Capital LLC15,784$760K0.0%N/A0.175%
11/5/2025 Envestnet Asset Management Inc.121,887$5.87M0.0%-81.5%1.354%
11/4/2025Jones Financial Companies Lllp5,087$244K0.0%+11.7%0.057%
10/31/2025 Values Added Financial LLC8,225$396K0.2%N/A0.091%
10/30/2025 Envestnet Portfolio Solutions Inc.21,543$1.04M0.0%+6.1%0.239%


BGRN Institutional Ownership - Frequently Asked Questions

During the previous two years, 112 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($64.51M), Empower Advisory Group LLC ($50.64M), Mercer Global Advisors Inc. ADV ($48.33M), Bank of America Corp DE ($19.89M), Royal Bank of Canada ($12.19M), Francis Financial Inc. ($12.19M), and LPL Financial LLC ($8.08M).Learn more on iShares USD Green Bond ETF's institutional investors.

Of the 101 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 ($338.07K), Betterment LLC ($191.90K), Impact Investors Inc ($173.99K), Bank of America Corp DE ($146.10K), Seeds Investor LLC ($120.55K), Empower Advisory Group LLC ($115.06K), and Raymond James Financial Inc. ($96.35K).

Institutional investors have bought a total of 1,168,685 shares in the last 24 months. This purchase volume represents approximately $56.01M in transactions.

Of the 24 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: Envestnet Asset Management Inc. ($537.69K), Betterment LLC ($51.58K), Wells Fargo & Company MN ($36.73K), First Affirmative Financial Network ($13.84K), NewEdge Advisors LLC ($12.97K), Francis Financial Inc. ($11.10K), and Raymond James Financial Inc. ($8.76K).

Institutional investors have sold a total of 714,381 shares in the last 24 months. This volume of shares sold represents approximately $34.34M in transactions.


Related Companies

Institutional ownership data for NASDAQ:BGRN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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