iShares MSCI Global Sustainable Development Goals ETF
SDG
32 hedge funds and large institutions have $71.1M invested in iShares MSCI Global Sustainable Development Goals ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 5 closing their positions.
637% more capital invested
Capital invested by funds: $9.65M → $71.1M (+$61.5M)
71.75% more ownership
Funds ownership: 25.96% → 97.72% (+72%)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$33.3M |
| 2 |
Jane Street
New York
|
+$655K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$463K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$358K |
| 5 |
LSAG
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
+$270K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$91K |
| 3 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$73K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$38.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
26
Avestar Capital
New York
| $14K | -$14.3K | -250 | -50% |
|
27
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $13K | – | – | – |
|
|
CA
28
Cetera Advisors
Denver,
Colorado
| $9K | +$8.55K | +150 | New |
|
|
CCM
29
Covington Capital Management
Los Angeles,
California
| $6K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $4K | – | – | – |
|
|
AC
31
Arjuna Capital
Durham,
North Carolina
| $2K | +$2.11K | +37 | New |
|
32
BlackRock
New York
| $1K | – | – | – |
|
|
AIC
33
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$91K | -1,711 | Closed |
|
|
PG
34
Patten Group
Chattanooga,
Tennessee
| – | -$73K | -1,380 | Closed |
|
|
NFG
35
Next Financial Group
Houston,
Texas
| – | -$15K | -276 | Closed |
|
36
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$9K | -170 | Closed |
|
|
LYV
37
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$2K | -35 | Closed |
|
SDG Hedge Fund Activity: Q1 2019 in Review
32 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2019, worth a combined $71.1M — up 637% from $9.65M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SDG positions and 5 closed out — a net gain of 2 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $33.3M. The largest seller was Bank of America, cutting an estimated $1.1M.
- 32 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2019, up from 30 in Q4 2018.
- Funds reported $71.1M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2019, up 637% quarter-over-quarter.
- 7 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2019 and 5 closed out, a net change of +2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $33.3M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2019 was Bank of America, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2019.