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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$46.66 0.00 (0.00%)
As of 03:59 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)
66
Total
Institutional Inflows
(last 12 months)
$78.01M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$34.32M
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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
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co531,914$25.25M8.3%N/A4.971%
8/23/2026 Tanager Wealth Management LLP15,090$716K0.1%+1.6%0.141%
8/21/2026 Continuum Advisory LLC5,176$246K0.0%+15.6%0.048%
8/12/2026 C M Bidwell & Associates Ltd.74,120$7.86M3.2%N/A0.693%
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%
5/19/2026 Bank of America Corp DE418,909$19.89M0.0%+21.4%4.231%
5/18/2026 Royal 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%
5/14/2026 Modern 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%
2/17/2026 Osaic Holdings Inc.14,129$677K0.0%-21.4%0.151%
2/17/2026 Royal Bank of Canada250,493$12.01M0.0%+4.9%2.679%
2/13/2026 Plum Street Advisors LLC46,696$2.24M0.8%+5.5%0.499%
2/13/2026 Stifel Financial Corp6,441$309K0.0%+7.4%0.069%
2/13/2026 Wells Fargo & Company MN1,807$87K0.0%-95.3%0.019%
2/13/2026 Livet Wealth LLC16,834$807K0.5%N/A0.180%
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2/12/2026 Federation 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%
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%
2/12/2026 Betterment 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%
2/11/2026 Franklin 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%
11/17/2025 Citadel Advisors LLC43,324$2.09M0.0%N/A0.481%
11/17/2025 Bank of America Corp DE329,992$15.88M0.0%+10.2%3.667%
11/17/2025 Ameriprise Financial Inc.14,117$679K0.0%+5.5%0.157%
11/14/2025 Creative Planning158,042$7.61M0.0%+12.0%1.756%
11/14/2025 Raymond James Financial Inc.59,632$2.87M0.0%-12.8%0.663%
11/14/2025 Plum Street Advisors LLC44,264$2.13M0.8%+49.7%0.492%
11/13/2025 Betterment LLC1,259,094$60.60M0.1%-3.9%13.990%
11/13/2025 UBS Group AG74,075$3.57M0.0%+3.0%0.823%
11/13/2025 Modern 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%
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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%
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%
11/4/2025 Jones Financial Companies Lllp5,087$244K0.0%+11.7%0.057%


BGRN Institutional Ownership - Frequently Asked Questions

During the previous two years, 113 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), SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($25.25M), Bank of America Corp DE ($19.89M), Royal Bank of Canada ($12.19M), and Francis Financial Inc. ($12.19M).Learn more on iShares USD Green Bond ETF's institutional investors.

Of the 102 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: SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ($531.91K), 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), and Empower Advisory Group LLC ($115.06K).

Institutional investors have bought a total of 1,632,346 shares in the last 24 months. This purchase volume represents approximately $78.01M in transactions.

Of the 23 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 714,089 shares in the last 24 months. This volume of shares sold represents approximately $34.32M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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