iShares MSCI Global Sustainable Development Goals ETF
SDG
123 hedge funds and large institutions have $153M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 32
3.04% more ownership
Funds ownership: 34.24% → 37.28% (+3%)
4% more capital invested
Capital invested by funds: $147M → $153M (+$5.88M)
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1% less funds holding
Funds holding: 124 → 123 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.15M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.61M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.32M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$2.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.35M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.06M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$845K |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$803K |
SDG Hedge Fund Activity: Q1 2023 in Review
123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2023, worth a combined $153M — up 4% from $147M a quarter earlier.
Fund positioning in SDG was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 32 trimmed.
The largest buyer was Jane Street, adding an estimated $6.36M. The largest seller was BSW Wealth Partners, exiting entirely with an estimated $2.42M sold.
- 123 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2023, down from 124 in Q4 2022.
- Funds reported $153M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2023, up 4% quarter-over-quarter.
- 16 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2023 and 16 closed out, a net change of 0 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2023 was Jane Street, an estimated $6.36M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2023 was BSW Wealth Partners, an estimated $2.42M sold.
Based on aggregated 13F filings for Q1 2023.