iShares MSCI Global Sustainable Development Goals ETF
SDG
27 hedge funds and large institutions have $10.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
8% more funds holding
Funds holding: 25 → 27 (+2)
5.24% less ownership
Funds ownership: 33.45% → 28.21% (-5.2%)
12% less capital invested
Capital invested by funds: $11.8M → $10.4M (-$1.38M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.62M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$662K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$222K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$146K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$133K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.24M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.28M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$177K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$67.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$44.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LYV
26
Live Your Vision
West Conshohocken,
Pennsylvania
| $2K | – | – | – |
|
27
BlackRock
New York
| $1K | – | – | – |
|
|
28
LPL Financial
San Diego,
California
| – | -$1.28M | -21,788 | Closed |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -33 | Closed |
|
SDG Hedge Fund Activity: Q2 2018 in Review
27 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2018, worth a combined $10.4M — down 12% from $11.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SDG positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Jane Street, adding an estimated $1.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.24M.
- 27 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2018, up from 25 in Q1 2018.
- Funds reported $10.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2018, down 12% quarter-over-quarter.
- 4 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2018 was Jane Street, an estimated $1.62M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2018 was Susquehanna International Group, an estimated $2.24M sold.
Based on aggregated 13F filings for Q2 2018.