We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF
SDG

126 hedge funds and large institutions have $207M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

63% more capital invested

Capital invested by funds: $127M → $207M (+$80M)

15.86% more ownership

Funds ownership: 22.72% → 38.58% (+16%)

9% more funds holding

Funds holding: 116 → 126 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
45
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$16.4M
2
SC
Sepio Capital
Utah
+$6.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.48M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$4.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$10.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.68M
3
Bank of America
Bank of America
North Carolina
-$1.42M
4
Morgan Stanley
Morgan Stanley
New York
-$1.34M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.47M +$1.02M +10,907 +208%
BCI
27
Brinker Capital Investments
Pennsylvania
$1.35M +$7.39K +79 +0.5%
AFP
28
Ausdal Financial Partners
Iowa
$1.28M +$223K +2,389 +20%
Vontobel Holding
29
Vontobel Holding
Switzerland
$1.21M – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$976K +$248K +2,648 +33%
Morgan Stanley
31
Morgan Stanley
New York
$959K -$1.34M -14,330 -58%
AFS
32
Annapolis Financial Services
Maryland
$944K – – –
RCG
33
Regatta Capital Group
California
$904K +$932K +9,962 New
MD
34
Money Design
Japan
$852K +$878K +9,393 New
HHGA
35
Halbert Hargrove Global Advisors
California
$828K -$46.2K -494 -5%
SFG
36
SNS Financial Group
Minnesota
$759K – – –
PA
37
PFG Advisors
Arizona
$747K +$21.8K +233 +3%
CA
38
Claro Advisors
Massachusetts
$742K +$569K +6,086 +291%
LRIA
39
Leonard Rickey Investment Advisors
Washington
$684K +$90.1K +963 +15%
KA
40
Kovack Advisors
Florida
$672K +$44.6K +477 +7%
MWA
41
MFA Wealth Advisors
Pennsylvania
$657K – – –
Creative Planning
42
Creative Planning
Kansas
$642K +$29.4K +314 +5%
WMP
43
Wealth Management Partners
Arizona
$623K +$393K +4,202 +150%
BDFN
44
Bond & Devick Financial Network
Minnesota
$607K +$75.5K +807 +14%
Citigroup
45
Citigroup
New York
$586K +$581K +6,214 +2,506%
AGA
46
Arkos Global Advisors
Texas
$510K +$561 +6 +0.1%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$495K +$42.9K +459 +9%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$494K -$72.1K -771 -12%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$489K +$504K +5,391 New
LWMG
50
Levy Wealth Management Group
Pennsylvania
$477K +$3.55K +38 +0.7%
1
2
3 4 5

SDG Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2021, worth a combined $207M — up 63% from $127M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDG positions and 13 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $16.4M. The largest seller was Old Mission Capital, cutting an estimated $10.2M.

  • 126 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $207M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2021, up 63% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2021 was Jane Street, an estimated $16.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2021 was Old Mission Capital, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.