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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$46.87 0.00 (0.00%)
As of 07/24/2026 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)
76
Total
Institutional Inflows
(last 12 months)
$57.39M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$42.84M
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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
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%
6/3/2026NewEdge Advisors LLC14,849$705K0.0%-30.4%0.150%
5/19/2026NewEdge 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%
5/14/2026Compound Planning Inc.16,965$805K0.0%-3.4%0.171%
5/14/2026Modern Wealth Management LLC21,781$1.03M0.0%-28.5%0.220%
5/13/2026Cetera Investment Advisers64,283$3.05M0.0%+2.4%0.649%
5/6/2026Assetmark Inc.82,594$3.92M0.0%+10.1%0.834%
5/5/2026Wealthfront Advisers LLC31,218$1.48M0.0%+2.3%0.315%
5/5/2026Bank of New York Mellon Corp100,108$4.75M0.0%+2.4%1.011%
4/30/2026Kestra Advisory Services LLC9,900$470K0.0%+50.9%0.100%
4/29/2026Impact Investors Inc169,667$8.05M5.6%+11.1%1.714%
4/28/2026Westfuller Advisors LLC2,443$116K0.1%-70.0%0.025%
4/28/2026Walkner Condon Financial Advisors LLC17,942$852K0.1%+4.9%0.182%
4/24/2026Equita 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%
4/23/2026Private Wealth Management Group LLC27,196$1.29M0.3%+2.1%0.276%
4/23/2026Continuum 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%
4/20/2026Kestra 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%
2/19/2026Compound Planning Inc.17,561$842K0.0%+2.2%0.188%
2/18/2026Mercer Global Advisors Inc. ADV1,008,312$48.33M0.1%+6.5%10.784%
2/18/2026EP Wealth Advisors LLC7,232$347K0.0%N/A0.077%
2/18/2026NewEdge Advisors LLC21,333$1.02M0.0%+3.0%0.228%
2/17/2026Cetera 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%
2/13/2026Stifel Financial Corp6,441$309K0.0%+7.4%0.069%
2/13/2026Wells Fargo & Company MN1,807$87K0.0%-95.3%0.019%
2/13/2026Livet Wealth LLC16,834$807K0.5%N/A0.180%
2/12/2026Federation des caisses Desjardins du Quebec1,505$72K0.0%-12.4%0.016%
2/12/2026Commonwealth Equity Services LLC37,388$1.79M0.0%+2.9%0.400%
2/12/2026Zevin Asset Management LLC37,144$1.78M0.2%N/A0.397%
2/12/2026CIBC Private Wealth Group LLC6,152$295K0.0%+51.2%0.066%
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2/12/2026Betterment LLC1,345,583$64.51M0.1%+6.9%14.391%
2/12/2026Principal Securities Inc.13,684$656K0.0%+25.8%0.146%
2/11/2026GWN Securities Inc.4,830$232K0.0%N/A0.052%
2/11/2026LPL Financial LLC168,609$8.08M0.0%+6.9%1.803%
2/11/2026Franklin Resources Inc.18,811$902K0.0%+1.4%0.201%
2/11/2026Francis Financial Inc.254,269$12.19M2.4%-4.2%2.719%
2/10/2026Johnson Financial Group LLC16,340$783K0.0%+16.5%0.175%
2/10/2026Savant 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%
2/5/2026Bank Julius Baer & Co. Ltd Zurich45,000$2.16M0.0%-10.9%0.481%
2/5/2026Allworth Financial LP630$30K0.0%+429.4%0.007%
2/5/2026 Cardinal Point Capital Management ULC13,436$644K0.0%+2.1%0.144%
2/4/2026Brio 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%
1/30/2026Wealthfront Advisers LLC30,518$1.46M0.0%+7.4%0.328%
1/30/2026 Torren Management LLC6,479$311K0.2%N/A0.070%
1/29/2026Aprio Wealth Management LLC12,251$587K0.0%-13.4%0.132%
1/29/2026Equita Financial Network Inc.23,812$1.14M0.3%+38.9%0.256%
1/27/2026Seeds 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%
1/23/2026Assetmark Inc.74,988$3.60M0.0%+5.6%0.806%
1/23/2026Invera Wealth Advisors LLC23,812$1.14M0.7%-7.6%0.256%
1/23/2026Private Wealth Management Group LLC26,648$1.28M0.3%+1.1%0.287%
1/23/2026Laurel 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%
1/21/2026Impact Investors Inc152,779$7.32M5.1%-2.7%1.643%
1/21/2026Walkner Condon Financial Advisors LLC17,096$820K0.1%+1.5%0.184%
1/16/2026Values Added Financial LLC13,366$641K0.3%+62.5%0.144%
1/15/2026Lodestone Wealth Management LLC640$31K0.0%N/A0.007%
11/20/2025First Affirmative Financial Network6,036$291K0.1%-69.6%0.067%
11/18/2025Advisory Services Network LLC1,762$85K0.0%N/A0.020%
11/17/2025NewEdge Advisors LLC20,719$997K0.0%+86.0%0.230%
11/17/2025Mercer Global Advisors Inc. ADV946,916$45.57M0.1%+26.7%10.521%
11/17/2025Lido 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%
11/10/2025Compound Planning Inc.17,177$827K0.0%+30.1%0.191%
11/10/2025Rossby Financial LCC1,968$95K0.0%N/A0.022%
11/7/2025Synovus Financial Corp4,697$226K0.0%N/A0.052%
11/6/2025Assetmark Inc.71,016$3.42M0.0%+5.4%0.789%
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11/6/2025Wealthfront Advisers LLC28,411$1.37M0.0%+15.5%0.316%
11/6/2025Francis 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%
11/5/2025Savant Capital LLC15,784$760K0.0%N/A0.175%
11/5/2025Envestnet 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%
10/31/2025Values 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%
10/30/2025Impact Investors Inc157,099$7.56M5.0%N/A1.746%
10/29/2025Invera Wealth Advisors LLC25,783$1.24M0.8%+7.3%0.286%


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 100 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 ($401.95K), Betterment LLC ($191.90K), Impact Investors Inc ($173.99K), Bank of America Corp DE ($146.10K), Envestnet Asset Management Inc. ($140.60K), Seeds Investor LLC ($120.55K), and Empower Advisory Group LLC ($115.06K).

Institutional investors have bought a total of 1,197,403 shares in the last 24 months. This purchase volume represents approximately $57.39M in transactions.

Of the 27 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), Francis Financial Inc. ($127.60K), Betterment LLC ($62.46K), Cetera Investment Advisers ($40.51K), Wells Fargo & Company MN ($36.73K), First Affirmative Financial Network ($13.84K), and NewEdge Advisors LLC ($12.97K).

Institutional investors have sold a total of 892,719 shares in the last 24 months. This volume of shares sold represents approximately $42.84M in transactions.


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This page (NASDAQ:BGRN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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