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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Shepherd Wealth Management Ltd Liability Co | Buy | +531,914 | — | 531,914 | $43.54M | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Buy | +74,015 | +6.1% | 1,287,316 | $61.11M | Q2 2026 | Aug 19, 2026 |
| Betterment Llc | Buy | +128,268 | +9.3% | 1,509,423 | $71.65M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +57,092 | +13.6% | 476,001 | $22.60M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +39,881 | +328.9% | 52,006 | $2.47M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +14,542 | — | 14,542 | $690.00K | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +14,363 | — | 14,363 | $681.84K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +10,759 | +71.7% | 25,764 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +8,425 | +45.1% | 27,100 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +8,342 | +11.1% | 83,785 | $3.98M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +6,181 | — | 6,181 | $293.45K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +2,061 | +9.5% | 23,842 | $1.13M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1,232 | -99.9% | 1 | $44.00 | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,100 | — | 1,100 | $52.22K | Q2 2026 | Aug 14, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Sell | -875 | -58.1% | 630 | $29.91K | Q2 2026 | Aug 14, 2026 |
| Quantum Portfolio Management Llc | Buy | +450 | — | 450 | $21.36K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +90 | +0.0% | 256,931 | $12.20M | Q2 2026 | Aug 14, 2026 |
| Mai Capital Management | Buy | +14 | +0.2% | 6,956 | $330.24K | Q2 2026 | Aug 14, 2026 |
| Captrust Financial Advisors | Buy | +8,580 | — | 8,580 | $407.31K | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | Buy | +860 | +8.0% | 11,577 | $549.61K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +831 | +1.2% | 71,769 | $3.41M | Q2 2026 | Aug 13, 2026 |
| Plum Street Advisors, Llc | Buy | +499 | +1.1% | 47,429 | $2.25M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +233 | +5.4% | 4,513 | $214.29K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +52 | +1.1% | 4,934 | $234.25K | Q2 2026 | Aug 13, 2026 |
| Rmg Wealth Management Llc | Buy | +21 | — | 21 | $476.00 | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Sell | -4 | -3.8% | 100 | $4.74K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -1 | -0.4% | 255 | $12.11K | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, Llc | Buy | +57,405 | +5.2% | 1,158,380 | $54.99M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +7,456 | +50.2% | 22,305 | $1.06M | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +850 | +0.6% | 140,678 | $6.68M | Q2 2026 | Aug 12, 2026 |
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.