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 $265.34M in BGRN holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of BGRN tracked by InsiderSet, reporting ownership valued at approximately $57.60M in its March 31, 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 $56.84M, representing an estimated loss of -1.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed BGRN value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Empower Advisory Group, Llc, Bank Of America Corp, 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
133
Total Reported Value
$265.34M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$57.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
140
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.09% | 1,213,301 | $57,597,329 | $56,843,152 | -$754,177 | -1.31% | |
| Empower Advisory Group, Llc | 0.14% | 1,100,975 | $52,265,041 | $51,580,679 | -$684,362 | -1.31% | |
| Bank Of America Corp | 0.00% | 418,909 | $19,886,329 | $19,625,887 | -$260,442 | -1.31% | |
| Royal Bank Of Canada | 0.00% | 256,841 | $12,193,000 | $12,033,001 | -$159,999 | -1.31% | |
| Francis Financial, Inc. | 2.19% | 248,407 | $11,792,278 | $11,637,868 | -$154,410 | -1.31% | |
| Impact Investors, Inc | 7.01% | 201,844 | $9,582,039 | $9,456,391 | -$125,648 | -1.31% | |
| Creative Planning | 0.01% | 189,974 | $9,018,380 | $8,900,282 | -$118,098 | -1.31% | |
| Lpl Financial Llc | 0.00% | 187,588 | $8,905,101 | $8,788,498 | -$116,603 | -1.31% | |
| Seeds Investor Llc | 0.91% | 139,828 | $6,672,564 | $6,550,942 | -$121,622 | -1.82% | |
| Envestnet Asset Management Inc | 0.00% | 119,432 | $5,669,724 | $5,595,389 | -$74,335 | -1.31% | |
| Assetmark, Inc | 0.01% | 100,388 | $4,765,669 | $4,703,178 | -$62,491 | -1.31% | |
| Bank Of New York Mellon Corp | 0.00% | 100,108 | $4,752,288 | $4,690,060 | -$62,228 | -1.31% | |
| Raymond James Financial Inc | 0.00% | 75,443 | $3,581,401 | $3,534,505 | -$46,896 | -1.31% | |
| Laurel Wealth Planning Llc | 1.52% | 72,378 | $3,435,965 | $3,390,909 | -$45,056 | -1.31% | |
| Ubs Group Ag | 0.00% | 70,938 | $3,367,569 | $3,323,445 | -$44,124 | -1.31% | |
| Cetera Investment Advisers | 0.00% | 64,283 | $3,051,596 | $3,011,659 | -$39,937 | -1.31% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 48,578 | $2,306,120 | $2,275,879 | -$30,241 | -1.31% | |
| Plum Street Advisors, Llc | 0.77% | 46,930 | $2,227,842 | $2,198,671 | -$29,172 | -1.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 39,504 | $1,875,350 | $1,850,762 | -$24,588 | -1.31% | |
| Pathstone Holdings, Llc | 0.01% | 36,187 | $1,717,855 | $1,695,361 | -$22,494 | -1.31% | |
| Wealthfront Advisers Llc | 0.00% | 31,218 | $1,481,968 | $1,462,563 | -$19,405 | -1.31% | |
| Johnson Financial Group, Llc | 0.09% | 29,304 | $1,391,108 | $1,372,892 | -$18,216 | -1.31% | |
| Brio Consultants, Llc | 0.15% | 26,426 | $1,252,439 | $1,238,058 | -$14,381 | -1.15% | |
| Invera Wealth Advisors, Llc | 0.66% | 25,827 | $1,226,072 | $1,209,995 | -$16,077 | -1.31% | |
| Equita Financial Network, Inc. | 0.34% | 25,643 | $1,217,337 | $1,201,375 | -$15,962 | -1.31% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 24,576 | $1,166,688 | $1,151,386 | -$15,302 | -1.31% | |
| Modern Wealth Management, Llc | 0.02% | 21,781 | $1,029,476 | $1,020,440 | -$9,036 | -0.88% | |
| Northwest & Ethical Investments L.P. | 0.02% | 21,656 | $1,028,045 | $1,014,584 | -$13,461 | -1.31% | |
| Private Wealth Management Group, Llc | 0.23% | 21,250 | $1,008,791 | $995,563 | -$13,229 | -1.31% | |
| Zevin Asset Management Llc | 0.14% | 20,611 | $978,416 | $965,625 | -$12,791 | -1.31% | |
| Midwest Financial Partners Investments, Inc. | 0.37% | 18,921 | $898,228 | $886,449 | -$11,779 | -1.31% | |
| Hightower Advisors, Llc | 0.00% | 18,740 | $889,634 | $877,969 | -$11,665 | -1.31% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | 18,700 | $887,717 | $876,095 | -$11,622 | -1.31% | |
| Osaic Holdings, Inc. | 0.00% | 18,675 | $886,568 | $874,924 | -$11,644 | -1.31% | |
| Omega Financial Group, Llc | 0.27% | 18,664 | $886,026 | $874,408 | -$11,618 | -1.31% | |
| Walkner Condon Financial Advisors Llc | 0.10% | 18,276 | $867,607 | $856,231 | -$11,376 | -1.31% | |
| Falcon Wealth Planning | 0.05% | 17,891 | $849,331 | $838,193 | -$11,138 | -1.31% | |
| Livet Wealth, Llc | 0.48% | 17,621 | $836,513 | $825,544 | -$10,969 | -1.31% | |
| Shotwell Rutter Baer Inc | 0.45% | 17,361 | $824,176 | $813,363 | -$10,813 | -1.31% | |
| Compound Planning, Inc. | 0.02% | 16,965 | $805,356 | $794,810 | -$10,546 | -1.31% | |
| Franklin Resources Inc | 0.00% | 16,862 | $800,466 | $789,985 | -$10,481 | -1.31% | |
| Dynamic Advisor Solutions Llc | 0.02% | 16,440 | $780,464 | $770,214 | -$10,250 | -1.31% | |
| Ameriprise Financial Inc | 0.00% | 15,680 | $744,357 | $734,608 | -$9,749 | -1.31% | |
| Tanager Wealth Management Llp | 0.06% | 15,090 | $716,360 | $706,967 | -$9,394 | -1.31% | |
| Principal Securities, Inc. | 0.01% | 14,906 | $707,611 | $698,346 | -$9,265 | -1.31% | |
| Jones Financial Companies Lllp | 0.00% | 15,005 | $707,245 | $702,984 | -$4,261 | -0.60% | |
| Cardinal Point Capital Management Ulc | 0.04% | 13,841 | $657,062 | $648,451 | -$8,611 | -1.31% | |
| Savant Capital, Llc | 0.00% | 13,758 | $653,115 | $644,562 | -$8,553 | -1.31% | |
| Citadel Advisors Llc | 0.00% | 12,792 | $607,257 | $599,305 | -$7,952 | -1.31% | |
| Sound View Wealth Advisors Group, Llc | 0.04% | 12,766 | $606,022 | $598,087 | -$7,935 | -1.31% |
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.