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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$47.30 -0.12 (-0.25%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$47.30 0.00 (-0.01%)
As of 07/11/2025 04:04 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)
69
Total
Institutional Inflows
(last 12 months)
$49.61M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$10.06M
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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
6/2/2025Modern 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%
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4/10/2025 Fermata Advisors LLC5,947$282K0.1%-8.6%0.070%
4/10/2025Better 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%
2/27/2025XY 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%
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%
2/5/2025Halbert Hargrove Global Advisors LLC2,804$131K0.0%N/A0.033%
2/4/2025Bank of New York Mellon Corp75,577$3.52M0.0%+3.8%0.884%
2/3/2025Laurel Wealth Planning LLC57,766$2.69M1.7%+3.7%0.676%
2/3/2025Invera Wealth Advisors LLC20,307$947K0.9%+23.7%0.238%
1/31/2025Morton 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%
1/30/2025Walkner Condon Financial Advisors LLC22,208$1.04M0.2%+2.7%0.258%
1/30/2025DORVAL Corp5,912$276K0.1%N/A0.069%
1/30/2025Vontobel 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%
1/24/2025Better 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%
1/22/2025Falcon Wealth Planning13,106$611K0.1%+6.3%0.153%
1/22/2025Perigon Wealth Management LLC4,353$203K0.0%-94.5%0.051%
1/22/2025PFG Investments LLC4,949$231K0.0%-29.1%0.058%
1/21/2025 Stewardship Advisors LLC10,233$477K0.1%-80.4%0.120%
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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%
1/15/2025Trust 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%
(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, 98 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Betterment LLC ($62.59M), Empower Advisory Group LLC ($49.75M), Envestnet Asset Management Inc. ($30.16M), Mercer Global Advisors Inc. ADV ($28.18M), Francis Financial Inc. ($17.51M), Bank of America Corp DE ($11.08M), 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 87 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: Bank Julius Baer & Co. Ltd Zurich ($57.09M), Envestnet Asset Management Inc. ($308.07K), Francis Financial Inc. ($227.07K), Mercer Global Advisors Inc. ADV ($207.29K), Modera Wealth Management LLC ($189.72K), Betterment LLC ($137.18K), and Empower Advisory Group LLC ($119.13K).

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

Institutional investors have bought a total of 1,022,159 shares in the last 24 months. This purchase volume represents approximately $47.92M in transactions.

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

Of the 34 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: Perigon Wealth Management LLC ($74.50K), Stewardship Advisors LLC ($43.36K), LPL Financial LLC ($30.91K), Hsbc Holdings PLC ($8.30K), Robinson Smith Wealth Advisors LLC ($7.47K), Bank of America Corp DE ($5.26K), and Kestra Private Wealth Services LLC ($3.89K).

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

Institutional investors have sold a total of 208,761 shares in the last 24 months. This volume of shares sold represents approximately $9.79M in transactions.


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This page (NASDAQ:BGRN) was last updated on 7/12/2025 by MarketBeat.com Staff
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