iShares USD Green Bond ETF
BGRN • NASDAQ
iShares USD Green Bond ETF is an exchange-traded fund on NASDAQ. As of Q3 2025, 118 institutional investors hold shares in this ETF, with total holdings valued at $304.6M. Betterment LLC is the largest holder with a position valued at $60.6M.
Overview
Overview of institutional ownership in BGRN as of Q3 2025
All Institutions
- Institutions
- 118
- Value Held
- $304.6M
- Shares Held
- 6.3M
- Avg Position
- $2.6M
- Median Position
- $395.6K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $3.0M
- Shares Held
- 63.1K
- Avg Position
- $1.0M
- Median Position
- $633.7K
Biggest Investors
Institutions with the largest positions in BGRN as of Q3 2025
| Institution | Position Value |
|---|---|
 Betterment LLC RIA/Wealth | $60.6M 0.13% of portfolio |
 Empower Advisory Group, LLC RIA/Wealth | $51.8M 0.14% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $45.6M 0.08% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $15.9M 0.00% of portfolio |
 Francis Financial, Inc. RIA/Wealth | $12.8M 2.33% of portfolio |
R ROYAL BANK OF CANADA Institution | $11.5M 0.00% of portfolio |
 Creative Planning RIA/Wealth | $7.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $7.6M 0.00% of portfolio |
 Impact Investors, Inc RIA/Wealth | $7.6M 4.98% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $5.9M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BGRN in Q3 2025
- Traded
- +$4.1M
- Buyers
- 78
- Sellers
- 25
- Total Bought
- +$35.6M
- Total Sold
- −$31.5M
- Avg Position
- $2.5M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$9.6M +199.3K shares |
Impact Investors, Inc RIA/Wealth | +$7.6M +157.1K shares |
J JANE STREET GROUP, LLC Institution | +$3.9M +81.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$2.1M +43.3K shares |
BANK OF AMERICA CORP /DE/ Institution | +$1.5M +30.7K shares |
Creative Planning RIA/Wealth | +$815.4K +16.9K shares |
L LPL Financial LLC Institution | +$779.1K +16.2K shares |
 Savant Capital, LLC RIA/Wealth | +$759.7K +15.8K shares |
 Plum Street Advisors, LLC RIA/Wealth | +$707.2K +14.7K shares |
Empower Advisory Group, LLC RIA/Wealth | +$695.5K +14.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$25.9M −537.7K shares |
Betterment LLC RIA/Wealth | −$2.5M −51.6K shares |
 SRS Capital Advisors, Inc. RIA/Wealth | −$680.3K −14.3K shares |
 First Affirmative Financial Network RIA/Wealth | −$666.1K −13.8K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$421.5K −8.8K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$335.8K −7.0K shares |
 Blue Barn Wealth, LLC RIA/Wealth | −$219.2K −4.6K shares |
 Walkner Condon Financial Advisors LLC RIA/Wealth | −$180.6K −3.8K shares |
 HighTower Advisors, LLC RIA/Wealth | −$139.7K −2.9K shares |
 MORGAN STANLEY RIA/Wealth | −$135.3K −2.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BGRN in Q3 2025
- New Positions
- 10
- New Value
- $10.0M
- Exited Positions
- 6
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
Impact Investors, Inc RIA/Wealth | $7.6M 157.1K shares |
Savant Capital, LLC RIA/Wealth | $759.7K 15.8K shares |
 Values Added Financial LLC RIA/Wealth | $395.9K 8.2K shares |
 Sonoma Allocations LLC RIA/Wealth | $395.4K 8.2K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $319.6K 6.6K shares |
 SYNOVUS FINANCIAL CORP Institution | $226.1K 4.7K shares |
 Rockefeller Capital Management L.P. Long Only Manager | $202.4K 4.2K shares |
R Rossby Financial, LCC RIA/Wealth | $94.6K 2.0K shares |
 Glassy Mountain Advisors, Inc. RIA/Wealth | $15.8K 329.0 shares |
 Triumph Capital Management RIA/Wealth | $10.3K 214.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SRS Capital Advisors, Inc. RIA/Wealth | $680.3K 14.3K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $335.8K 7.0K shares |
 Parallel Advisors, LLC RIA/Wealth | $113.4K 2.4K shares |
 Financial Connections Group, Inc. RIA/Wealth | $49.3K 1.0K shares |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | $4.6K 97.0 shares |
 Plante Moran Financial Advisors, LLC RIA/Wealth | $3.1K 65.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in BGRN as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BGRN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Impact Investors, Inc RIA/Wealth | 4.98% $7.6M |
Francis Financial, Inc. RIA/Wealth | 2.33% $12.8M |
 Laurel Wealth Planning LLC RIA/Wealth | 1.67% $3.1M |
 SEEDS INVESTOR LLC Long Only Manager | 1.20% $5.7M |
Plum Street Advisors, LLC RIA/Wealth | 0.82% $2.1M |
 Invera Wealth Advisors, LLC RIA/Wealth | 0.76% $1.2M |
 Shotwell Rutter Baer Inc RIA/Wealth | 0.51% $793.6K |
Blue Barn Wealth, LLC RIA/Wealth | 0.35% $800.5K |
 Private Wealth Management Group, LLC RIA/Wealth | 0.35% $1.3M |
 Archer Investment Management, LLC RIA/Wealth | 0.33% $544.8K |
Hedge Fund Spotlight
Discover hedge funds investing in BGRN
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares USD Green Bond ETF
- Market Value
- $2.1M
- Shares Held
- 43.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
