Who owns BGRN?
iShares USD Green Bond ETF · iShares
133 institutions reported holding BGRN, worth $397.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of BGRN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Betterment LLC | New York, NY | $71.7M | 1,509,423 | +128,268 shares |
| Mercer Global Advisors Inc. | Denver, CO | $61.1M | 1,287,316 | +74,015 shares |
| Empower Advisory Group, LLC | Greenwood Village, CO | $55.0M | 1,158,380 | +57,405 shares |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | Cincinnati, OH | $43.5M | 531,914 | New position |
| Bank of America Corp. | Charlotte, NC | $22.6M | 476,001 | +57,092 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $12.2M | 256,931 | +90 shares |
| Francis Financial, Inc. | New York, NY | $12.1M | 254,794 | +6,387 shares |
| LPL Financial LLC | Fort Mill, SC | $10.5M | 221,988 | +34,400 shares |
| Impact Investors, Inc | San Francisco, CA | $9.6M | 201,844 | +32,177 shares |
| Creative Planning | Overland Park, KS | $9.5M | 201,096 | +11,122 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns BGRN?
133 institutional managers reported holding BGRN in Form 13F filings for June 30, 2026, worth $397.4M in total. The largest reported position was held by Betterment LLC, at $71.7M.
Did institutions buy or sell BGRN last quarter?
Reported 13F value rose 21.8% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 12 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is BGRN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.