iShares MSCI Global Sustainable Development Goals ETF
SDG
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
10% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 30
3% more funds holding
Funds holding: 109 → 112 (+3)
2.37% more ownership
Funds ownership: 30.61% → 32.98% (+2.4%)
1% less capital invested
Capital invested by funds: $126M → $125M (-$644K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.68M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.27M |
| 3 |
Jane Street
New York
|
+$2.82M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$1.35M |
| 5 |
FPF
First Pacific Financial
Vancouver,
Washington
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.47M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$871K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$559K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$529K |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
-$526K |
SDG Hedge Fund Activity: Q3 2022 in Review
112 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2022, worth a combined $125M — down 0.51% from $126M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SDG positions and 10 closed out — a net gain of 3 holders — while 33 added to existing stakes and 30 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.68M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $1.47M.
- 112 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2022, up from 109 in Q2 2022.
- Funds reported $125M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2022, down 0.51% quarter-over-quarter.
- 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2022 and 10 closed out, a net change of +3 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2022 was Morgan Stanley, an estimated $3.68M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2022 was Carson Wealth (CWM LLC), an estimated $1.47M sold.
Based on aggregated 13F filings for Q3 2022.