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iShares MSCI Global Sustainable Development Goals ETF
SDG

59 hedge funds and large institutions have $110M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

40% more funds holding

Funds holding: 42 → 59 (+17)

12% more capital invested

Capital invested by funds: $97.9M → $110M (+$11.7M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

17.08% less ownership

Funds ownership: 69.91% → 52.84% (-17%)

Holders
59
Holders Change
+17
Holders Change %
+40.48%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.8M
2
RCS
Retirement Capital Strategies
California
+$1.02M
3
AFA
Arlington Financial Advisors
California
+$983K
4
Mariner
Mariner
Kansas
+$807K
5
FIG
FundX Investment Group
California
+$770K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.72M
2
HGWM
Harvest Group Wealth Management
Massachusetts
-$1.36M
3
Bank of America
Bank of America
North Carolina
-$616K
4
RJA
Raymond James & Associates
Florida
-$400K
5
LPL Financial
LPL Financial
California
-$306K
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$329K +$314K +4,084 New
OPS
27
Orion Portfolio Solutions
Nebraska
$316K -$10.5K -136 -3%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$301K -$86.9K -1,129 -23%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$267K +$24.1K +313 +10%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$261K -$51.3K -667 -17%
FHA
31
First Horizon Advisors
Tennessee
$260K +$249K +3,236 New
KWM
32
Kingsview Wealth Management
Oregon
$245K +$235K +3,048 New
AssetMark Inc
33
AssetMark Inc
California
$242K +$40.7K +529 +21%
FP
34
Fiduciary Planning
Florida
$231K +$221K +2,870 New
M&T Bank
35
M&T Bank
New York
$206K +$197K +2,560 New
PG
36
Patten Group
Tennessee
$205K +$196K +2,547 New
FPGK
37
Financial Partners Group (Kansas)
Kansas
$204K +$195K +2,530 New
AAM
38
Ameraudi Asset Management
New York
$201K +$192K +2,500 New
G
39
GenTrust
Florida
$201K +$192K +2,500 New
KAS
40
Kestra Advisory Services
Texas
$200K +$2.31K +30 New
BWM
41
BerganKDV Wealth Management
Minnesota
$164K – – –
FWP
42
FAS Wealth Partners
Kansas
$101K – – –
AC
43
Arjuna Capital
North Carolina
$71K – – –
ASN
44
Advisory Services Network
Georgia
$60K +$57.5K +747 New
Fidelity Investments
45
Fidelity Investments
Massachusetts
$53K – – –
US Bancorp
46
US Bancorp
Minnesota
$51K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$48K – – –
AF
48
Advisornet Financial
Minnesota
$48K +$11.6K +151 +34%
SFS
49
Sowell Financial Services
Arkansas
$44K – – –
LFG
50
LifePlan Financial Group
Ohio
$36K +$34.7K +451 New
1
2
3

SDG Hedge Fund Activity: Q3 2020 in Review

59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2020, worth a combined $110M — up 12% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $2.72M.

  • 59 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2020, up from 42 in Q2 2020.
  • Funds reported $110M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2020 and 3 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $1.8M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2020 was Jane Street, an estimated $2.72M sold.

Based on aggregated 13F filings for Q3 2020.