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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

35 hedge funds and large institutions have $85.7M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63M
2
FIG
2
FundX Investment Group
California
$1.38M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.04M
4
MWM
4
Mission Wealth Management
California
$2.33M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$560K
2
ACM
2
Adalta Capital Management
New York
$0
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$0
4
PCFFS
4
Pacific Center for Financial Services
California
$0
5
AF
5
Advisornet Financial
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$38K – – –
CFGS
27
Concourse Financial Group Securities
Alabama
$34K – – –
SFS
28
Sowell Financial Services
Arkansas
$31K – – –
HPC
29
HM Payson & Co
Maine
$24K – – –
NFG
30
Next Financial Group
Texas
$17K +$1.31K +23 +8%
ASN
31
Advisory Services Network
Georgia
$13K -$5.34K -92 -29%
GRP
32
Global Retirement Partners
California
$6K – – –
CCM
33
Covington Capital Management
California
$6K – – –
SWM
34
Sugarloaf Wealth Management
Georgia
$2K +$909 +15 +83%
BlackRock
35
BlackRock
New York
$1K – – –
ACM
36
Adalta Capital Management
New York
– -$438K -6,685 Closed
RFWA
37
RPg Family Wealth Advisory
Massachusetts
– -$113K -1,719 Closed
PCFFS
38
Pacific Center for Financial Services
California
– -$51K -778 Closed
AF
39
Advisornet Financial
Minnesota
– -$29K -450 Closed
AC
40
Arjuna Capital
North Carolina
– -$11K -174 Closed
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