ISHARES USD GREEN BOND ETF (BGRN) Institutional Shareholders
ISHARES USD GREEN BOND ETF (BGRN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $387.12M in BGRN holdings during the latest filing period.
Betterment Llc is currently the largest disclosed institutional shareholder of BGRN tracked by InsiderSet, reporting ownership valued at approximately $71.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.92M, representing an estimated loss of -2.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed BGRN value among the investors covered in this analysis. Major shareholders include Betterment Llc, Mercer Global Advisors Inc, Empower Advisory Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES USD GREEN BOND ETF (BGRN).
This page ranks the largest institutional BGRN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
130
Total Reported Value
$387.12M
Largest Holder
Betterment Llc
Largest Position
$71.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.12% | 1,509,423 | $71,652,000 | $69,915,568 | -$1,736,432 | -2.42% | |
| Mercer Global Advisors Inc | 0.08% | 1,287,316 | $61,112,095 | $59,627,705 | -$1,484,390 | -2.43% | |
| Empower Advisory Group, Llc | 0.13% | 1,158,380 | $54,991,220 | $53,655,467 | -$1,335,753 | -2.43% | |
| Shepherd Wealth Management Ltd Liability Co | 24.08% | 531,914 | $43,537,382 | $24,637,937 | -$18,899,445 | -43.41% | |
| Bank Of America Corp | 0.00% | 476,001 | $22,596,711 | $22,048,081 | -$548,630 | -2.43% | |
| Royal Bank Of Canada | 0.00% | 256,931 | $12,197,000 | $11,900,890 | -$296,110 | -2.43% | |
| Francis Financial, Inc. | 1.98% | 254,794 | $12,095,709 | $11,801,905 | -$293,804 | -2.43% | |
| Lpl Financial Llc | 0.00% | 221,988 | $10,538,292 | $10,282,351 | -$255,941 | -2.43% | |
| Impact Investors, Inc | 7.01% | 201,844 | $9,582,039 | $9,349,293 | -$232,746 | -2.43% | |
| Seeds Investor Llc | 0.69% | 140,678 | $6,678,360 | $6,516,121 | -$162,239 | -2.43% | |
| Envestnet Asset Management Inc | 0.00% | 119,432 | $5,669,724 | $5,532,019 | -$137,705 | -2.43% | |
| Assetmark, Inc | 0.01% | 100,388 | $4,765,669 | $4,649,912 | -$115,757 | -2.43% | |
| Bank Of New York Mellon Corp | 0.00% | 100,324 | $4,762,641 | $4,646,947 | -$115,694 | -2.43% | |
| Raymond James Financial Inc | 0.00% | 83,785 | $3,977,460 | $3,880,871 | -$96,589 | -2.43% | |
| Laurel Wealth Planning Llc | 1.52% | 72,378 | $3,435,965 | $3,352,506 | -$83,459 | -2.43% | |
| Ubs Group Ag | 0.00% | 71,769 | $3,407,018 | $3,324,297 | -$82,721 | -2.43% | |
| Cetera Investment Advisers | 0.00% | 64,685 | $3,070,776 | $2,996,170 | -$74,606 | -2.43% | |
| Jane Street Group, Llc | 0.00% | 52,006 | $2,468,855 | $2,408,887 | -$59,968 | -2.43% | |
| Gateway Wealth Partners, Llc | 0.15% | 51,724 | $2,455,485 | $2,395,825 | -$59,660 | -2.43% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 48,578 | $2,306,120 | $2,250,104 | -$56,016 | -2.43% | |
| Plum Street Advisors, Llc | 0.72% | 47,429 | $2,251,573 | $2,196,883 | -$54,690 | -2.43% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,504 | $1,875,350 | $1,829,802 | -$45,548 | -2.43% | |
| Pathstone Holdings, Llc | 0.01% | 36,187 | $1,717,855 | $1,676,160 | -$41,695 | -2.43% | |
| Johnson Financial Group, Llc | 0.08% | 32,935 | $1,563,507 | $1,525,529 | -$37,978 | -2.43% | |
| Wealthfront Advisers Llc | 0.00% | 32,185 | $1,527,902 | $1,490,790 | -$37,112 | -2.43% | |
| Osaic Holdings, Inc. | 0.00% | 27,100 | $1,286,503 | $1,255,256 | -$31,247 | -2.43% | |
| Brio Consultants, Llc | 0.15% | 27,083 | $1,285,695 | $1,254,468 | -$31,227 | -2.43% | |
| Invera Wealth Advisors, Llc | 0.66% | 25,827 | $1,226,072 | $1,196,291 | -$29,781 | -2.43% | |
| Jones Financial Companies Lllp | 0.00% | 25,764 | $1,225,080 | $1,193,373 | -$31,707 | -2.59% | |
| Equita Financial Network, Inc. | 0.34% | 25,643 | $1,217,337 | $1,187,768 | -$29,569 | -2.43% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 24,576 | $1,166,688 | $1,138,346 | -$28,342 | -2.43% | |
| Modern Wealth Management, Llc | 0.01% | 23,842 | $1,131,832 | $1,104,347 | -$27,485 | -2.43% | |
| Newedge Advisors, Llc | 0.00% | 22,305 | $1,058,868 | $1,033,154 | -$25,714 | -2.43% | |
| Northwest & Ethical Investments L.P. | 0.02% | 21,656 | $1,028,064 | $1,003,093 | -$24,971 | -2.43% | |
| Private Wealth Management Group, Llc | 0.23% | 21,250 | $1,008,791 | $984,287 | -$24,504 | -2.43% | |
| Zevin Asset Management Llc | 0.14% | 20,555 | $975,794 | $952,095 | -$23,699 | -2.43% | |
| Midwest Financial Partners Investments, Inc. | 0.37% | 18,921 | $898,228 | $876,409 | -$21,819 | -2.43% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | 18,700 | $887,733 | $866,173 | -$21,560 | -2.43% | |
| Omega Financial Group, Llc | 0.27% | 18,664 | $886,026 | $864,505 | -$21,521 | -2.43% | |
| Walkner Condon Financial Advisors Llc | 0.10% | 18,276 | $867,607 | $846,533 | -$21,074 | -2.43% | |
| Falcon Wealth Planning | 0.05% | 17,891 | $849,331 | $828,700 | -$20,631 | -2.43% | |
| Livet Wealth, Llc | 0.48% | 17,621 | $836,513 | $816,194 | -$20,319 | -2.43% | |
| Shotwell Rutter Baer Inc | 0.45% | 17,361 | $824,176 | $804,151 | -$20,025 | -2.43% | |
| Compound Planning, Inc. | 0.02% | 17,174 | $815,293 | $795,489 | -$19,804 | -2.43% | |
| Principal Securities, Inc. | 0.01% | 16,530 | $784,720 | $765,660 | -$19,060 | -2.43% | |
| Dynamic Advisor Solutions Llc | 0.02% | 16,440 | $780,464 | $761,491 | -$18,973 | -2.43% | |
| Tanager Wealth Management Llp | 0.06% | 15,090 | $716,360 | $698,960 | -$17,400 | -2.43% | |
| Thrivent Financial For Lutherans | 0.00% | 14,542 | $690,000 | $673,577 | -$16,423 | -2.38% | |
| Ameriprise Financial Inc | 0.00% | 14,363 | $681,835 | $665,286 | -$16,549 | -2.43% | |
| Cardinal Point Capital Management Ulc | 0.04% | 13,841 | $657,062 | $641,107 | -$15,955 | -2.43% |
Frequently asked questions about BGRN
Who owns the most BGRN stock?
The largest holders of BGRN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES USD GREEN BOND ETF (BGRN).
Is BGRN widely held by superinvestors?
Many widely followed stocks like BGRN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BGRN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.