iShares MSCI Global Sustainable Development Goals ETF
SDG
29 hedge funds and large institutions have $8.69M invested in iShares MSCI Global Sustainable Development Goals ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
7% more funds holding
Funds holding: 27 → 29 (+2)
5.28% less ownership
Funds ownership: 28.21% → 22.93% (-5.3%)
17% less capital invested
Capital invested by funds: $10.4M → $8.69M (-$1.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
North American Management
Boston,
Massachusetts
|
+$327K |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$326K |
| 3 |
LPL Financial
San Diego,
California
|
+$249K |
| 4 |
LFASL
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
+$144K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.48M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$430K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$376K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$70.1K |
| 5 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$18.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCM
26
Covington Capital Management
Los Angeles,
California
| $6K | +$2.89K | +50 | +100% |
|
|
LYV
27
Live Your Vision
West Conshohocken,
Pennsylvania
| $2K | – | – | – |
|
|
SWP
28
Stratos Wealth Partners
Beachwood,
Ohio
| $2K | +$1.91K | +33 | New |
|
29
BlackRock
New York
| $1K | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$376K | -6,614 | Closed |
|
|
WEC
31
Winslow Evans & Crocker
Boston,
Massachusetts
| – | -$16K | -260 | Closed |
|
32
Morgan Stanley
New York
| – | -$11K | -200 | Closed |
|
33
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$5K | -90 | Closed |
|
SDG Hedge Fund Activity: Q3 2018 in Review
29 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2018, worth a combined $8.69M — down 17% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SDG positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was North American Management, opening a new position worth an estimated $327K. The largest seller was Jane Street, cutting an estimated $2.48M.
- 29 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2018, up from 27 in Q2 2018.
- Funds reported $8.69M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2018, down 17% quarter-over-quarter.
- 6 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2018 and 4 closed out, a net change of +2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2018 was North American Management, an estimated $327K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2018 was Jane Street, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2018.