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iShares MSCI Global Sustainable Development Goals ETF

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

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

20% more funds holding

Funds holding: 83100 (+17)

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.02% less ownership

Funds ownership: 45.41%37.38% (-8%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$898K +$564K +5,841 +161%
SFG
27
SNS Financial Group
Minnesota
$867K +$111K +1,155 +14%
AFP
28
Ausdal Financial Partners
Iowa
$853K +$420K +4,356 +94%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$800K +$79.9K +828 +11%
HHGA
30
Halbert Hargrove Global Advisors
California
$782K +$49K +508 +7%
MWA
31
MFA Wealth Advisors
Pennsylvania
$687K
BAM
32
Belpointe Asset Management
Nevada
$679K +$78.1K +809 +13%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$651K -$4.63K -48 -0.7%
BDFN
34
Bond & Devick Financial Network
Minnesota
$540K -$9.65K -100 -2%
AGA
35
Arkos Global Advisors
Texas
$537K -$7.14K -74 -1%
Jane Street
36
Jane Street
New York
$507K -$6.02M -62,434 -92%
PA
37
PFG Advisors
Arizona
$504K +$40.5K +420 +9%
Stifel Financial
38
Stifel Financial
Missouri
$478K +$89.7K +930 +23%
WTC
39
WhitTier Trust Company
Nevada
$474K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$459K +$134K +1,389 +40%
LWMG
41
Levy Wealth Management Group
Pennsylvania
$452K +$152K +1,574 +49%
DAS
42
Dynamic Advisor Solutions
Arizona
$437K +$135K +1,396 +44%
CBFP
43
Cedar Brook Financial Partners
Ohio
$421K +$428K +4,438 New
Creative Planning
44
Creative Planning
Kansas
$416K +$100K +1,041 +31%
LFASL
45
Lugano Financial Advisors SA (LFA)
Switzerland
$389K -$98.2K -1,018 -20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$389K +$10.2K +106 +3%
FPGK
47
Financial Partners Group (Kansas)
Kansas
$360K +$113K +1,170 +44%
KWM
48
Kingsview Wealth Management
Oregon
$329K +$13.3K +138 +4%
OPS
49
Orion Portfolio Solutions
Nebraska
$328K +$12.4K +129 +4%
PG
50
Patten Group
Tennessee
$321K +$17.9K +185 +6%

SDG Hedge Fund Activity: Q1 2021 in Review

100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2021, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $6.02M.

  • 100 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2021, up from 83 in Q4 2020.
  • Funds reported $162M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2021 and 3 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.06M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2021 was Jane Street, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2021.