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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

100 hedge funds and large institutions have $162M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
20
Increased
44
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$8.01M
2
Bank of America
2
Bank of America
North Carolina
$16.5M
3
BlackRock
3
BlackRock
New York
$2.67M
4
UBS Group
4
UBS Group
Switzerland
$4.64M
5
Mariner
5
Mariner
Kansas
$1.32M

Top Sellers

1
Jane Street
1
Jane Street
New York
$507K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.32M
5
WMP
5
Wealth Management Partners
Arizona
$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
26
Sharkey, Howes & Javer
Colorado
$898K +$554K +5,841 +161%
SFG
27
SNS Financial Group
Minnesota
$867K +$110K +1,155 +14%
AFP
28
Ausdal Financial Partners
Iowa
$853K +$413K +4,356 +94%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$800K +$78.5K +828 +11%
HHGA
30
Halbert Hargrove Global Advisors
California
$782K +$48.2K +508 +7%
MWA
31
MFA Wealth Advisors
Pennsylvania
$687K – – –
BAM
32
Belpointe Asset Management
Nevada
$679K +$76.7K +809 +13%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$651K -$4.55K -48 -0.7%
BDFN
34
Bond & Devick Financial Network
Minnesota
$540K -$9.49K -100 -2%
AGA
35
Arkos Global Advisors
Texas
$537K -$7.02K -74 -1%
Jane Street
36
Jane Street
New York
$507K -$5.92M -62,434 -92%
PA
37
PFG Advisors
Arizona
$504K +$39.8K +420 +9%
Stifel Financial
38
Stifel Financial
Missouri
$478K +$88.2K +930 +23%
WTC
39
WhitTier Trust Company
Nevada
$474K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$459K +$132K +1,389 +40%
LWMG
41
Levy Wealth Management Group
Pennsylvania
$452K +$149K +1,574 +49%
DAS
42
Dynamic Advisor Solutions
Arizona
$437K +$133K +1,396 +44%
CBFP
43
Cedar Brook Financial Partners
Ohio
$421K +$421K +4,438 New
Creative Planning
44
Creative Planning
Kansas
$416K +$98.8K +1,041 +31%
LFASL
45
Lugano Financial Advisors SA (LFA)
Switzerland
$389K -$96.6K -1,018 -20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$389K +$10K +106 +3%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$360K +$111K +1,170 +44%
KWM
48
Kingsview Wealth Management
Oregon
$329K +$13.1K +138 +4%
OPS
49
Orion Portfolio Solutions
Nebraska
$328K +$12.2K +129 +4%
PG
50
Patten Group
Tennessee
$321K +$17.5K +185 +6%
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