Who Owns BGRN?
iShares USD Green Bond ETF — Institutional Ownership & 13F Holdings
$47.56
+0.11 (+0.24%)
Market Cap
$458.0M
Shares Outstanding
9,739,370
Institutional Holders
116
Total Inst. Value
$242.0M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
38
Closed Positions
15
Increased
39
Decreased
24
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Betterment LLC | $62.6M | 1,321,558 |
| 2 | Empower Advisory Group, LLC | $49.7M | 1,050,426 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $30.9M | 653,397 |
| 4 | Francis Financial, Inc. | $17.5M | 369,746 |
| 5 | BANK OF AMERICA CORP /DE/ | $12.2M | 257,806 |
| 6 | ROYAL BANK OF CANADA | $10.3M | 217,330 |
| 7 | SEEDS INVESTOR LLC | $5.6M | 118,609 |
| 8 | Cetera Investment Advisers | $4.4M | 92,316 |
| 9 | Bank of New York Mellon Corp | $3.9M | 83,036 |
| 10 | UBS Group AG | $3.5M | 74,493 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Betterment LLC | +29K | $62.6M |
| Empower Advisory Group, LLC | +49K | $49.7M |
| MERCER GLOBAL ADVISORS INC /ADV | +49K | $30.9M |
| Francis Financial, Inc. | +25K | $17.5M |
| BANK OF AMERICA CORP /DE/ | +20K | $12.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| LPL Financial LLC | -31K | $6K |
| Lido Advisors, LLC | -5K | $415K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -3K | $441K |
| JONES FINANCIAL COMPANIES LLLP | -3K | $100K |
| ENVESTNET ASSET MANAGEMENT INC | -2K | $30K |
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Frequently Asked Questions
How many institutional investors hold BGRN?
As of Q1 2025, 116 institutional investors report holding BGRN (iShares USD Green Bond ETF) in their 13F filings.
Which hedge fund owns the most BGRN?
The largest institutional holder of BGRN is Betterment LLC with $62.6M in shares.
Are institutions buying or selling BGRN?
This quarter, 38 institutions opened new positions in BGRN and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.