ISHARES USD GREEN BOND ETF (BGRN) Institutional Ownership Changes & 13F Activity

ISHARES USD GREEN BOND ETF (BGRN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shepherd Wealth Management Ltd Liability Co, Betterment Llc, Mercer Global Advisors Inc, Empower Advisory Group, Llc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Shepherd Wealth Management Ltd Liability CoBuy+531,914531,914$43.54MQ2 2026Aug 27, 2026
Mercer Global Advisors IncBuy+74,015+6.1%1,287,316$61.11MQ2 2026Aug 19, 2026
Betterment LlcBuy+128,268+9.3%1,509,423$71.65MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+57,092+13.6%476,001$22.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+39,881+328.9%52,006$2.47MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+14,54214,542$690.00KQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+14,36314,363$681.84KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+10,759+71.7%25,764$1.23MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+8,425+45.1%27,100$1.29MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+8,342+11.1%83,785$3.98MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+6,1816,181$293.45KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+2,061+9.5%23,842$1.13MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1,232-99.9%1$44.00Q2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+1,1001,100$52.22KQ2 2026Aug 14, 2026
Federation Des Caisses Desjardins Du QuebecSell-875-58.1%630$29.91KQ2 2026Aug 14, 2026
Quantum Portfolio Management LlcBuy+450450$21.36KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+90+0.0%256,931$12.20MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+14+0.2%6,956$330.24KQ2 2026Aug 14, 2026
Captrust Financial AdvisorsBuy+8,5808,580$407.31KQ2 2026Aug 13, 2026
Ameritas Investment Partners, Inc.Buy+860+8.0%11,577$549.61KQ2 2026Aug 13, 2026
Ubs Group AgBuy+831+1.2%71,769$3.41MQ2 2026Aug 13, 2026
Plum Street Advisors, LlcBuy+499+1.1%47,429$2.25MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+233+5.4%4,513$214.29KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+52+1.1%4,934$234.25KQ2 2026Aug 13, 2026
Rmg Wealth Management LlcBuy+2121$476.00Q2 2026Aug 13, 2026
Fmr LlcSell-4-3.8%100$4.74KQ2 2026Aug 13, 2026
Morgan StanleySell-1-0.4%255$12.11KQ2 2026Aug 13, 2026
Empower Advisory Group, LlcBuy+57,405+5.2%1,158,380$54.99MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+7,456+50.2%22,305$1.06MQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+850+0.6%140,678$6.68MQ2 2026Aug 12, 2026
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Frequently asked questions about BGRN activity

  • Which institutional owners are buying BGRN?

    Institutional owners buying BGRN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BGRN activity?

    "Buy" means an investor increased their reported position in BGRN compared to the prior reporting period. This reflects growing exposure to ISHARES USD GREEN BOND ETF (BGRN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BGRN increasing?

    Institutional interest in BGRN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.