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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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
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

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.38M
2
RCS
Retirement Capital Strategies
California
$1.03M
3
AFA
Arlington Financial Advisors
California
$1.03M
4
Mariner
Mariner
Kansas
$843K
5
FIG
FundX Investment Group
California
$2.99M

Top Sellers

1
Jane Street
Jane Street
New York
$1.36M
2
HGWM
Harvest Group Wealth Management
Massachusetts
$7.11M
3
Bank of America
Bank of America
North Carolina
$9.2M
4
RJA
Raymond James & Associates
Florida
$0
5
LPL Financial
LPL Financial
California
$477K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$329K +$329K +4,084 New
OPS
27
Orion Portfolio Solutions
Nebraska
$316K -$10.9K -136 -3%
LRIA
28
Leonard Rickey Investment Advisors
Washington
$301K -$90.9K -1,129 -23%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$267K +$25.2K +313 +10%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$261K -$53.6K -667 -17%
FHA
31
First Horizon Advisors
Tennessee
$260K +$260K +3,236 New
KWM
32
Kingsview Wealth Management
Oregon
$245K +$245K +3,048 New
AssetMark Inc
33
AssetMark Inc
California
$242K +$42.6K +529 +21%
FP
34
Fiduciary Planning
Florida
$231K +$231K +2,870 New
M&T Bank
35
M&T Bank
New York
$206K +$206K +2,560 New
PG
36
Patten Group
Tennessee
$205K +$205K +2,547 New
FPGK
37
Financial Partners Group (Kansas)
Kansas
$204K +$204K +2,530 New
G
38
GenTrust
Florida
$201K +$201K +2,500 New
AAM
39
Ameraudi Asset Management
New York
$201K +$201K +2,500 New
KAS
40
Kestra Advisory Services
Texas
$200K +$200K +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 +$60K +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 +$12.1K +151 +34%
SFS
49
Sowell Financial Services
Arkansas
$44K – – –
LFG
50
LifePlan Financial Group
Ohio
$36K +$36K +451 New
1
2
3