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iShares MSCI Global Sustainable Development Goals ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MD
26
Money Design
Japan
$1.29M +$312K +3,944 +32%
RCG
27
Regatta Capital Group
California
$1.19M
BB
28
Berkshire Bank
Massachusetts
$1.16M +$33.6K +424 +3%
AFP
29
Ausdal Financial Partners
Iowa
$1.15M -$10.2K -129 -0.9%
BDFN
30
Bond & Devick Financial Network
Minnesota
$1.09M +$12.4K +157 +1%
WAM
31
WFA Asset Management
Wisconsin
$1.06M -$120K -1,510 -10%
Mariner
32
Mariner
Kansas
$1.03M -$30.9K -390 -3%
FMN
33
Financial Management Network
California
$953K -$144K -1,825 -13%
CA
34
Claro Advisors
Massachusetts
$926K +$51.9K +656 +6%
CL
35
Choreo LLC
Illinois
$870K +$870K +10,988 New
HHGA
36
Halbert Hargrove Global Advisors
California
$866K +$33.9K +428 +4%
AFS
37
Annapolis Financial Services
Maryland
$824K
Vontobel Holding
38
Vontobel Holding
Switzerland
$776K -$21.3K -269 -3%
WF
39
Whelan Financial
California
$771K -$141K -1,781 -15%
MCC
40
Money Concepts Capital
Florida
$749K +$667K +16,514 +813%
SMC
41
Smith, Moore & Co
Missouri
$734K +$734K +9,269 New
OMC
42
Old Mission Capital
Illinois
$726K -$432K -5,454 -37%
HGWM
43
Harvest Group Wealth Management
Massachusetts
$698K -$42K -530 -6%
SC
44
Sepio Capital
Utah
$673K
LRIA
45
Leonard Rickey Investment Advisors
Washington
$666K +$4.28K +54 +0.6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$663K +$44.5K +562 +7%
FPF
47
First Pacific Financial
Washington
$627K -$567K -7,162 -47%
ASN
48
Advisory Services Network
Georgia
$598K -$50.6K -639 -8%
RG
49
Rathbones Group
United Kingdom
$584K -$8.71K -110 -1%
MWA
50
MFA Wealth Advisors
Pennsylvania
$575K