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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

94 hedge funds and large institutions have $65.1M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 13 closing their positions.

Holders
94
Holders Change
-13
Holders Change %
-12.15%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
25
Reduced
43
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$2.51M
2
Bank of America
2
Bank of America
North Carolina
$4.31M
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$990K
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$1.13M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$206K

Top Sellers

1
AL
1
Aspiriant LLC
California
$772K
2
MWM
2
Mission Wealth Management
California
$0
3
PCMC
3
Paragon Capital Management (Colorado)
Colorado
$0
4
Jane Street
4
Jane Street
New York
$559K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.7M 233,752 -445 -0.2%
FTUS
2
Flow Traders U.S.
New York
$5.98M 78,764 -1,001 -1%
Bank of America
3
Bank of America
North Carolina
$4.31M 56,782 +6,997 +14%
UBS Group
4
UBS Group
Switzerland
$2.51M 33,123 +9,439 +40%
LPL Financial
5
LPL Financial
California
$2.04M 26,953 -1,737 -6%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.02M 26,612 -4,865 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.01M 26,442 -6,644 -20%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.82M 23,519 -3,189 -12%
FDCP
9
Foster Dykema Cabot & Partners
Massachusetts
$1.64M 21,677 -5 -0%
Morgan Stanley
10
Morgan Stanley
New York
$1.19M 15,696 +2,500 +19%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$1.13M 14,842 +4,351 +41%
MD
12
Money Design
Japan
$1.02M 13,435 -32 -0.2%
BB
13
Berkshire Bank
Massachusetts
$996K 13,136 -345 -3%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$990K 13,054 +5,756 +79%
MWM
15
Modera Wealth Management
New Jersey
$872K 11,500 +2,300 +25%
AL
16
Aspiriant LLC
California
$772K 10,180 -21,497 -68%
TWM
17
Tolleson Wealth Management
Texas
$681K 8,980 – –
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$677K 8,918 -1,093 -11%
Citigroup
19
Citigroup
New York
$663K 8,738 +23 +0.3%
WC
20
Weil Company
California
$654K 8,624 -279 -3%
Vontobel Holding
21
Vontobel Holding
Switzerland
$619K 8,156 – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$618K 8,153 -366 -4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$612K 8,069 +411 +5%
RCG
24
Regatta Capital Group
California
$596K 7,863 -311 -4%
CWM
25
Congress Wealth Management
Massachusetts
$575K 7,575 +1,051 +16%
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