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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

112 hedge funds and large institutions have $125M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.22M
3
Jane Street
3
Jane Street
New York
$4.86M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.21M
5
FPF
5
First Pacific Financial
Washington
$1.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.4M
2
UBS Group
2
UBS Group
Switzerland
$1.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$736K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
26
Berkshire Bank
Massachusetts
$952K +$254K +3,590 +36%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$849K -$119K -1,676 -12%
MD
28
Money Design
Japan
$792K +$95.9K +1,352 +14%
CA
29
Claro Advisors
Massachusetts
$771K – – –
AFS
30
Annapolis Financial Services
Maryland
$737K – – –
BCI
31
Brinker Capital Investments
Pennsylvania
$736K -$473K -6,672 -39%
HHGA
32
Halbert Hargrove Global Advisors
California
$735K -$11.9K -168 -2%
Vontobel Holding
33
Vontobel Holding
Switzerland
$725K +$725K +10,236 New
SHJ
34
Sharkey, Howes & Javer
Colorado
$721K -$471K -6,643 -40%
BDFN
35
Bond & Devick Financial Network
Minnesota
$691K +$95.2K +1,344 +16%
AL
36
Aspiriant LLC
California
$686K +$686K +9,690 New
HGWM
37
Harvest Group Wealth Management
Massachusetts
$680K -$100K -1,406 -13%
SC
38
Sepio Capital
Utah
$602K – – –
RG
39
Rathbones Group
United Kingdom
$597K -$37.8K -533 -6%
LRIA
40
Leonard Rickey Investment Advisors
Washington
$587K +$425 +6 +0.1%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$558K +$65.6K +927 +13%
MWA
42
MFA Wealth Advisors
Pennsylvania
$513K – – –
BAM
43
Belpointe Asset Management
Nevada
$506K +$14.7K +208 +3%
OMC
44
Old Mission Capital
Illinois
$476K +$476K +6,712 New
Creative Planning
45
Creative Planning
Kansas
$445K +$445K +6,281 New
WMP
46
Wealth Management Partners
Arizona
$427K -$71.2K -1,000 -14%
MWM
47
Merriman Wealth Management
Washington
$427K +$12K +169 +3%
WSWA
48
Warren Street Wealth Advisors
California
$418K +$129K +1,822 +45%
EWS
49
Evergreen Wealth Solutions
Pennsylvania
$405K -$199K -2,810 -33%
AAS
50
Ameritas Advisory Services
Nebraska
$405K +$21.6K +305 +6%
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