iShares MSCI Global Sustainable Development Goals ETF
SDG
30 hedge funds and large institutions have $9.65M invested in iShares MSCI Global Sustainable Development Goals ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
11% more capital invested
Capital invested by funds: $8.69M → $9.65M (+$956K)
3% more funds holding
Funds holding: 29 → 30 (+1)
3.03% more ownership
Funds ownership: 22.93% → 25.96% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$917K |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$308K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$301K |
| 4 |
WTC
WhitTier Trust Company
Reno,
Nevada
|
+$274K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$488K |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$55K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$36.6K |
| 4 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$31.4K |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$30.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
|
CCM
27
Covington Capital Management
Los Angeles,
California
| $5K | – | – | – |
|
|
GRP
28
Global Retirement Partners
San Rafael,
California
| $4K | -$30.4K | -555 | -89% |
|
|
LYV
29
Live Your Vision
West Conshohocken,
Pennsylvania
| $2K | – | – | – |
|
30
BlackRock
New York
| $1K | – | – | – |
|
|
31
Jane Street
New York
| – | -$488K | -8,364 | Closed |
|
|
WSTAM
32
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| – | -$55K | -943 | Closed |
|
|
APA
33
American Portfolios Advisors
Holbrook,
New York
| – | -$31.4K | -539 | Closed |
|
|
SWP
34
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$2K | -33 | Closed |
|
SDG Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2018, worth a combined $9.65M — up 11% from $8.69M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SDG positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $917K. The largest seller was Jane Street, exiting entirely with an estimated $488K sold.
- 30 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2018, up from 29 in Q3 2018.
- Funds reported $9.65M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2018, up 11% quarter-over-quarter.
- 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2018 was Bank of America, an estimated $917K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2018 was Jane Street, an estimated $488K sold.
Based on aggregated 13F filings for Q4 2018.