iShares MSCI Global Sustainable Development Goals ETF
SDG
33 hedge funds and large institutions have $78.3M invested in iShares MSCI Global Sustainable Development Goals ETF in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more capital invested
Capital invested by funds: $75.8M → $78.3M (+$2.46M)
0% more funds holding
Funds holding: 33 → 33 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0.64% less ownership
Funds ownership: 91.32% → 90.68% (-0.64%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$2.31M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$280K |
| 3 |
LPL Financial
San Diego,
California
|
+$138K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$103K |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$74.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$250K |
| 2 |
AOWM
Alpha Omega Wealth Management
Richmond,
Virginia
|
-$140K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$77.6K |
| 4 |
Jane Street
New York
|
-$68.7K |
| 5 |
AC
Arjuna Capital
Durham,
North Carolina
|
-$48.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Advisornet Financial
Minnetonka,
Minnesota
| $23K | – | – | – |
|
|
NFG
27
Next Financial Group
Houston,
Texas
| $16K | – | – | – |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $13K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $10K | – | – | – |
|
|
CCM
30
Covington Capital Management
Los Angeles,
California
| $6K | – | – | – |
|
|
GRP
31
Global Retirement Partners
San Rafael,
California
| $6K | +$2.37K | +41 | +59% |
|
|
AC
32
Arjuna Capital
Durham,
North Carolina
| $2K | -$48.6K | -842 | -96% |
|
33
BlackRock
New York
| $1K | – | – | – |
|
|
AOWM
34
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$140K | -2,422 | Closed |
|
|
AC
35
Avestar Capital
New York
| – | -$14K | -250 | Closed |
|
SDG Hedge Fund Activity: Q3 2019 in Review
33 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2019, worth a combined $78.3M — up 3.2% from $75.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SDG positions and 2 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Baker Avenue Asset Management, adding an estimated $2.31M. The largest seller was Royal Bank of Canada, cutting an estimated $250K.
- 33 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $78.3M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2019, up 3.2% quarter-over-quarter.
- 3 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2019 and 2 closed out, a net change of +1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2019 was Baker Avenue Asset Management, an estimated $2.31M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $250K sold.
Based on aggregated 13F filings for Q3 2019.