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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

83 hedge funds and large institutions have $144M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+24
Holders Change %
+40.68%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
26
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$6.33M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$3.96M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
Bank of America
North Carolina
$12.6M
5
MWM
Mission Wealth Management
California
$6.1M

Top Sellers

1
RCS
Retirement Capital Strategies
California
$0
2
Mariner
Mariner
Kansas
$0
3
HGWM
Harvest Group Wealth Management
Massachusetts
$7.44M
4
BCI
Brinker Capital Investments
Pennsylvania
$1.49M
5
KAS
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
26
MFA Wealth Advisors
Pennsylvania
$676K +$676K +7,244 New
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$646K -$49.4K -529 -7%
BAM
28
Belpointe Asset Management
Nevada
$593K +$212K +2,271 +56%
BDFN
29
Bond & Devick Financial Network
Minnesota
$540K +$540K +5,789 New
AGA
30
Arkos Global Advisors
Texas
$536K -$84.9K -909 -14%
Citadel Advisors
31
Citadel Advisors
Florida
$524K +$524K +5,619 New
LFASL
32
Lugano Financial Advisors SA (LFA)
Switzerland
$478K – – –
WTC
33
WhitTier Trust Company
Nevada
$467K – – –
PA
34
PFG Advisors
Arizona
$457K -$560 -6 -0.1%
AFP
35
Ausdal Financial Partners
Iowa
$433K +$433K +4,636 New
WMP
36
Wealth Management Partners
Arizona
$431K +$431K +4,309 New
Stifel Financial
37
Stifel Financial
Missouri
$384K +$384K +4,110 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$373K -$28.3K -303 -7%
SHJ
39
Sharkey, Howes & Javer
Colorado
$339K +$339K +3,632 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$322K +$19.5K +209 +6%
Creative Planning
41
Creative Planning
Kansas
$312K +$312K +3,343 New
OPS
42
Orion Portfolio Solutions
Nebraska
$311K -$56K -600 -15%
KWM
43
Kingsview Wealth Management
Oregon
$310K +$25.1K +269 +9%
FHA
44
First Horizon Advisors
Tennessee
$302K – – –
PG
45
Patten Group
Tennessee
$299K +$60.9K +652 +26%
DAS
46
Dynamic Advisor Solutions
Arizona
$299K +$299K +3,208 New
LWMG
47
Levy Wealth Management Group
Pennsylvania
$298K +$298K +3,195 New
AssetMark Inc
48
AssetMark Inc
California
$274K -$6.06K -65 -2%
FP
49
Fiduciary Planning
Florida
$269K +$1.21K +13 +0.5%
SAS
50
Sanford Advisory Services
Michigan
$263K +$263K +2,819 New
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