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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

124 hedge funds and large institutions have $147M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
47
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.78M
2
BWP
2
BSW Wealth Partners
Colorado
$2.42M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.53M
4
TWM
4
Tolleson Wealth Management
Texas
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.35M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.1M
2
Jane Street
2
Jane Street
New York
$1.55M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
MWM
4
Mission Wealth Management
California
$10.8M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCG
26
Regatta Capital Group
California
$1.19M -$95.7K -1,213 -7%
WAM
27
WFA Asset Management
Wisconsin
$1.18M -$8.68K -110 -0.7%
OMC
28
Old Mission Capital
Illinois
$1.15M +$625K +7,916 +118%
AFP
29
Ausdal Financial Partners
Iowa
$1.15M -$7.1K -90 -0.6%
BB
30
Berkshire Bank
Massachusetts
$1.12M +$62.2K +788 +6%
FMN
31
Financial Management Network
California
$1.12M -$2.42K -30 -0.2%
BDFN
32
Bond & Devick Financial Network
Minnesota
$1.08M +$306K +3,883 +40%
Mariner
33
Mariner
Kansas
$1.05M -$276K -3,501 -21%
MD
34
Money Design
Japan
$969K +$87.7K +1,112 +10%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$968K +$23.4K +296 +2%
WF
36
Whelan Financial
California
$909K +$522K +6,613 +135%
CA
37
Claro Advisors
Massachusetts
$871K +$109K +1,385 +14%
BWFA
38
Baltimore-Washington Financial Advisors
Maryland
$852K +$468K +5,933 +122%
BCI
39
Brinker Capital Investments
Pennsylvania
$845K +$25.7K +326 +3%
HHGA
40
Halbert Hargrove Global Advisors
California
$829K +$10.3K +131 +1%
AFS
41
Annapolis Financial Services
Maryland
$821K – – –
AL
42
Aspiriant LLC
California
$803K +$38K +481 +5%
Vontobel Holding
43
Vontobel Holding
Switzerland
$795K -$13.2K -167 -2%
HGWM
44
Harvest Group Wealth Management
Massachusetts
$737K -$16.3K -207 -2%
SC
45
Sepio Capital
Utah
$671K – – –
LRIA
46
Leonard Rickey Investment Advisors
Washington
$659K +$5.45K +69 +0.8%
ASN
47
Advisory Services Network
Georgia
$646K +$233K +2,959 +57%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$616K -$5.84K -74 -0.9%
RG
49
Rathbones Group
United Kingdom
$591K -$73.6K -933 -11%
MWA
50
MFA Wealth Advisors
Pennsylvania
$573K +$1.26K +16 +0.2%
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