Who Owns iShares USD Green Bond ETF (BGRN)?Hedge Fund & Institutional Holders

$47.34-0.09 (-0.19%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$46.26$46.83$47.39$47.95$48.52Jul 24May 25Mar 26

BGRN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+15K+$15.0B
Francis Financial, Inc.New Position+254K+$12.2B
Impact Investors, IncNew Position+153K+$7.3B
Laurel Wealth Planning LLCNew Position+70K+$3.3B
MERCER GLOBAL ADVISORS INC /ADVIncreased+61K+$2.4B
Wealthfront Advisers LLCNew Position+31K+$1.5B
Private Wealth Management Group, LLCNew Position+27K+$1.3B
Invera Wealth Advisors, LLCNew Position+24K+$1.1B
Equita Financial Network, Inc.New Position+24K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+37K+$1.0B
Walkner Condon Financial Advisors LLCNew Position+17K+$819.0M
Johnson Financial Group, LLCNew Position+16K+$783.0M
Tanager Wealth Management LLPNew Position+15K+$711.0M
Values Added Financial LLCNew Position+13K+$640.0M
SEEDS INVESTOR LLCIncreased+11K+$511.4M

BGRN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCClosed Position-81K-$3.9B
WELLS FARGO & COMPANY/MNDecreased-37K-$1.9B
CITADEL ADVISORS LLCDecreased-20K-$1.1B
OSAIC HOLDINGS, INC.Decreased-4K-$864.6M
Blue Barn Wealth, LLCClosed Position-17K-$800.5M
Aprio Wealth Management, LLCDecreased-2K-$680.6M
AMERIPRISE FINANCIAL INCDecreased-4K-$679.4M
CITIGROUP INCDecreased-1K-$512.9M
Bank Julius Baer & Co. Ltd, ZurichDecreased-6K-$430.5M
MML INVESTORS SERVICES, LLCDecreased-144-$399.7M
First Affirmative Financial NetworkClosed Position-6K-$290.5M
SYNOVUS FINANCIAL CORPClosed Position-5K-$226.1M
Focus Partners WealthClosed Position-4K-$204.0M
Modern Wealth Management, LLCDecreased-2K-$104.1M
Advisory Services Network, LLCClosed Position-2K-$84.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV1,008,312$48.0B73.17%Share
2Francis Financial, Inc.254,269$12.2B2.38%Share
3ROYAL BANK OF CANADA238,706$11.0B1.79%Share
4BANK OF AMERICA CORP /DE/239,847$11.0B0.80%Share
5Impact Investors, Inc152,772$7.3B5.08%Share
6SEEDS INVESTOR LLC129,219$6.2B1.19%Share
7ASSETMARK, INC74,988$3.6B7.33%Share
8UBS Group AG74,186$3.6B0.58%Share
9Laurel Wealth Planning LLC69,660$3.3B1.85%Share
10Plum Street Advisors, LLC46,696$2.2B0.80%Share
11Bank Julius Baer & Co. Ltd, Zurich45,000$2.0B5.52%Share
12BANK OF AMERICA CORP /DE/57,523$2.0B0.15%Share
13BANK OF AMERICA CORP /DE/47,630$2.0B0.15%Share
14Wealthfront Advisers LLC30,518$1.5B3.27%Share
15Modern Wealth Management, LLC30,468$1.5B26.62%Share
16Private Wealth Management Group, LLC26,648$1.3B0.34%Share
17Invera Wealth Advisors, LLC23,812$1.1B0.72%Share
18Equita Financial Network, Inc.23,812$1.1B0.34%Share
19Falcon Wealth Planning21,218$1.0B0.09%Share
20RAYMOND JAMES FINANCIAL INC22,898$1.0B0.31%Share
21COMMONWEALTH EQUITY SERVICES, LLC37,388$1.0B1.33%Share
22Northwest & Ethical Investments L.P.21,656$1.0B0.02%Share
23CITADEL ADVISORS LLC23,625$1.0B0.15%Share
24RAYMOND JAMES FINANCIAL INC35,250$1.0B0.31%Share
25Omega Financial Group, LLC18,506$887.0M0.29%Share
26Compound Planning, Inc.17,561$841.0M0.02%Share
27Walkner Condon Financial Advisors LLC17,096$819.0M0.11%Share
28Shotwell Rutter Baer Inc16,615$796.0M0.48%Share
29Johnson Financial Group, LLC16,340$783.0M0.05%Share
30Tanager Wealth Management LLP14,853$711.0M0.07%Share
31Values Added Financial LLC13,366$640.0M0.27%Share
32XY Planning Network, Inc.12,873$617.0M0.11%Share
33Sound View Wealth Advisors Group, LLC12,766$611.0M0.04%Share
34Archer Investment Management, LLC11,382$545.0M0.29%Share
35Westfuller Advisors, LLC8,137$390.0M0.16%Share
36LRI Investments, LLC6,076$291.0M0.02%Share
37DORVAL Corp5,738$275.0M0.09%Share
38KilterHowling LLC5,672$271.0M0.14%Share
39GWN SECURITIES INC.4,830$231.0M0.05%Share
40Morton Brown Family Wealth, LLC3,705$177.0M0.05%Share
41Sachetta, LLC2,604$124.0M0.07%Share
42Rossby Financial, LCC2,074$99.0M0.03%Share
43Clarity Asset Management, Inc.1,526$73.0M0.04%Share
44Betterment LLC1,345,583$64.5M0.12%Share
45Empower Advisory Group, LLC1,270,352$60.0M0.16%Share
46CBIZ Investment Advisory Services, LLC1,095$52.0M0.00%Share
47Signature Resources Capital Management, LLC1,066$51.0M0.03%Share
48Lodestone Wealth Management LLC640$30.0M0.01%Share
49BIRCHBROOK, INC.466$22.0M0.01%Share
50Archer Investment Corp463$22.0M0.00%Share

BGRN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025118$136.6B+42
Q3 202576$124.1B-30
Q2 2025106$134.6B-10
Q1 2025116$169.3B+23
Q4 202493$4.0T+21
Q3 202472$42.1T+0
Q2 202472$29.7T+0
Q1 202472$28.9T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold BGRN (iShares USD Green Bond ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $48.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BGRN?

As of Q4 2025, 50 institutional investors report holding BGRN (iShares USD Green Bond ETF) in their 13F filings.

Who is the largest institutional holder of BGRN?

The largest institutional holder of BGRN is MERCER GLOBAL ADVISORS INC /ADV with $48.0B in shares.

Is institutional ownership of BGRN increasing or decreasing?

This quarter, 12 institutions opened new positions in BGRN and 6 closed their positions.