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iShares MSCI Global Sustainable Development Goals ETF
SDG

116 hedge funds and large institutions have $127M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 112 → 116 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.95% less ownership

Funds ownership: 33.68% → 22.72% (-11%)

26% less capital invested

Capital invested by funds: $171M → $127M (-$44.2M)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$13.8M
2
LPL Financial
LPL Financial
California
+$2.44M
3
Jane Street
Jane Street
New York
+$1.83M
4
BAM
Belpointe Asset Management
Nevada
+$876K
5
MWM
Mission Wealth Management
California
+$703K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.31M
2
BlackRock
BlackRock
New York
-$2.15M
3
FTUS
Flow Traders U.S.
New York
-$428K
4
PWM
PRW Wealth Management
Massachusetts
-$345K
5
SIM
Seaview Investment Managers
Florida
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
26
Annapolis Financial Services
Maryland
$999K – – –
Ameriprise
27
Ameriprise
Minnesota
$925K +$25K +254 +3%
HHGA
28
Halbert Hargrove Global Advisors
California
$923K +$15.9K +162 +2%
SHJ
29
Sharkey, Howes & Javer
Colorado
$863K -$55.4K -563 -6%
SFG
30
SNS Financial Group
Minnesota
$803K -$111K -1,125 -12%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$778K +$255K +2,592 +47%
PA
32
PFG Advisors
Arizona
$768K +$172K +1,747 +28%
MWA
33
MFA Wealth Advisors
Pennsylvania
$696K – – –
KA
34
Kovack Advisors
Florida
$666K +$681K +6,929 New
Creative Planning
35
Creative Planning
Kansas
$649K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$645K +$2.75K +28 +0.4%
LRIA
37
Leonard Rickey Investment Advisors
Washington
$632K +$20.1K +204 +3%
BlackRock
38
BlackRock
New York
$605K -$2.15M -21,878 -78%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$597K -$3.64K -37 -0.6%
BDFN
40
Bond & Devick Financial Network
Minnesota
$564K – – –
AGA
41
Arkos Global Advisors
Texas
$539K -$3.64K -37 -0.7%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$504K +$106K +1,076 +26%
LWMG
43
Levy Wealth Management Group
Pennsylvania
$501K +$13.8K +140 +3%
CBFP
44
Cedar Brook Financial Partners
Ohio
$483K -$26.5K -270 -5%
WTC
45
WhitTier Trust Company
Nevada
$480K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$480K +$33.7K +343 +7%
SFP
47
Sandbox Financial Partners
Maryland
$477K +$488K +4,961 New
FP
48
Fiduciary Planning
Florida
$411K – – –
LFASL
49
Lugano Financial Advisors SA (LFA)
Switzerland
$400K +$7.08K +72 +2%
FPGK
50
Financial Partners Group (Kansas)
Kansas
$381K +$14.7K +150 +4%
1
2
3 4 5

SDG Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2021, worth a combined $127M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SDG positions and 8 closed out — a net gain of 5 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $13.8M. The largest seller was Bank of America, cutting an estimated $2.31M.

  • 116 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2021, up from 112 in Q2 2021.
  • Funds reported $127M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2021, down 26% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2021 and 8 closed out, a net change of +5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2021 was Old Mission Capital, an estimated $13.8M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2021 was Bank of America, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2021.