BGRN · Insider trading · 13F holders · Congress trades
iShares USD Green Bond ETF (BGRN)
Who is buying and selling BGRN: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
BGRN at a glance
- No open-market insider purchases or sales of BGRN were filed in the last 90 days.
- 15 13F filers hold BGRN among their 50 largest positions, worth $88.9M combined. The biggest bets by portfolio weight are SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (24.1%), Impact Investors, Inc (7.0%) and Francis Financial, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in BGRN.
BGRN insider trading
No open-market insider purchases or sales of BGRN were filed in the last 90 days.
Who owns BGRN? Hedge funds and superinvestors
15 13F filers hold BGRN among their 50 largest positions, worth $88.9M combined. The biggest bets by portfolio weight are SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (24.1%), Impact Investors, Inc (7.0%) and Francis Financial, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoWealth manager | 24.1% | $43.5M | 531,914 | — | Q2 2026 |
| Francis Financial, Inc.Wealth manager | 2.0% | $12.1M | 254,794 | +2.6% shares | Q2 2026 |
| Impact Investors, IncWealth manager | 7.0% | $9.6M | 201,844 | +19.0% shares | Q2 2026 |
| Seeds Investor LLCWealth manager | 0.7% | $6.7M | 140,678 | +0.6% shares | Q2 2026 |
| Atomic Invest LLCInstitutional asset manager | 0.6% | $6.4M | 133,296 | — | Q2 2026 |
| Laurel Wealth Planning LLCWealth manager | 1.5% | $3.4M | 72,378 | +3.8% shares | Q2 2026 |
| Plum Street Advisors, LLCWealth manager | 0.7% | $2.3M | 47,429 | +1.1% shares | Q2 2026 |
| Invera Wealth Advisors, LLCWealth manager | 0.7% | $1.4M | 30,959 | +19.9% shares | Q3 2026 |
| Midwest Financial Partners Investments, Inc.Wealth manager | 0.4% | $986K | 21,619 | +14.3% shares | Q3 2026 |
| Shotwell Rutter Baer IncWealth manager | 0.5% | $830K | 18,196 | +4.8% shares | Q3 2026 |
| Livet Wealth, LLCWealth manager | 0.4% | $807K | 17,699 | +0.4% shares | Q3 2026 |
| KilterHowling LLCWealth manager | 0.2% | $356K | 7,496 | -4.4% shares | Q2 2026 |
| Torren Management, LLCWealth manager | 0.2% | $317K | 6,940 | +1.7% shares | Q3 2026 |
| DORVAL CorpWealth manager | 0.1% | $291K | 6,381 | +0.0% shares | Q3 2026 |
| Fort Vancouver Investment Management, LLCWealth manager | 0.0% | $12K | 261 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 9). Screen BGRN in the grand portfolio →
BGRN stock trades by members of Congress
No member of Congress has disclosed a trade in BGRN.
BGRN questions and answers
Are insiders buying BGRN stock?
No open-market insider purchases or sales of BGRN were filed in the last 90 days.
Which hedge funds own BGRN?
15 13F filers hold BGRN among their 50 largest positions, worth $88.9M combined. The biggest bets by portfolio weight are SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co (24.1%), Impact Investors, Inc (7.0%) and Francis Financial, Inc. (2.0%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded BGRN?
No member of Congress has disclosed a trade in BGRN.
Who is the largest holder of BGRN?
Among 13F filers, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co reports the largest BGRN position, $43.5M (531,914 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's: 24.1% of its portfolio.
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