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iShares MSCI Global Sustainable Development Goals ETF
SDG

112 hedge funds and large institutions have $171M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

12% more funds holding

Funds holding: 100 → 112 (+12)

5% more capital invested

Capital invested by funds: $162M → $171M (+$8.7M)

3.71% less ownership

Funds ownership: 37.38% → 33.68% (-3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
42
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.18M
5
Morgan Stanley
Morgan Stanley
New York
+$852K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.64M
2
FP
Financial Perspectives
Minnesota
-$2.73M
3
AWP
Abacus Wealth Partners
California
-$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.32M
5
FIG
FundX Investment Group
California
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$949K +$7.5K +77 +0.8%
SFG
27
SNS Financial Group
Minnesota
$943K +$33.1K +340 +4%
HHGA
28
Halbert Hargrove Global Advisors
California
$939K +$117K +1,203 +15%
Ameriprise
29
Ameriprise
Minnesota
$931K -$247K -2,535 -21%
MWA
30
MFA Wealth Advisors
Pennsylvania
$720K – – –
BAM
31
Belpointe Asset Management
Nevada
$713K +$1.46K +15 +0.2%
Creative Planning
32
Creative Planning
Kansas
$672K +$232K +2,377 +54%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$655K +$639K +6,557 New
LRIA
34
Leonard Rickey Investment Advisors
Washington
$622K -$201K -2,065 -24%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$622K -$59.7K -613 -9%
PA
36
PFG Advisors
Arizona
$621K +$91.4K +938 +18%
BDFN
37
Bond & Devick Financial Network
Minnesota
$584K +$18.2K +187 +3%
AGA
38
Arkos Global Advisors
Texas
$561K -$1.46K -15 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$547K +$137K +1,405 +34%
CBFP
40
Cedar Brook Financial Partners
Ohio
$526K +$83.7K +859 +19%
Stifel Financial
41
Stifel Financial
Missouri
$506K +$5.36K +55 +1%
LWMG
42
Levy Wealth Management Group
Pennsylvania
$504K +$29.5K +303 +6%
WTC
43
WhitTier Trust Company
Nevada
$497K – – –
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$462K -$18.5K -190 -4%
FTUS
45
Flow Traders U.S.
New York
$428K +$419K +4,303 New
FP
46
Fiduciary Planning
Florida
$425K +$129K +1,328 +45%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$415K +$234K +2,398 +135%
LFASL
48
Lugano Financial Advisors SA (LFA)
Switzerland
$408K – – –
FPGK
49
Financial Partners Group (Kansas)
Kansas
$380K +$1.95K +20 +0.5%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$373K +$94.5K +970 +35%
1
2
3 4 5

SDG Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2021, worth a combined $171M — up 5.4% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 6 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.25M. The largest seller was Bank of America, cutting an estimated $3.64M.

  • 112 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $171M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2021 and 6 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2021 was Jane Street, an estimated $4.25M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2021 was Bank of America, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2021.