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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
48
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.21M +$1.21M +15,335 New
AFP
27
Ausdal Financial Partners
Iowa
$1.17M +$26.4K +334 +2%
BB
28
Berkshire Bank
Massachusetts
$1.16M +$1.98K +25 +0.2%
Mariner
29
Mariner
Kansas
$1.1M +$74.9K +947 +7%
BDFN
30
Bond & Devick Financial Network
Minnesota
$1.09M -$1.5K -19 -0.1%
CA
31
Claro Advisors
Massachusetts
$1.04M +$117K +1,481 +13%
MD
32
Money Design
Japan
$1.01M -$272K -3,436 -21%
WAM
33
WFA Asset Management
Wisconsin
$949K -$109K -1,379 -10%
HHGA
34
Halbert Hargrove Global Advisors
California
$892K +$27.2K +344 +3%
CL
35
Choreo LLC
Illinois
$850K -$18.9K -239 -2%
Vontobel Holding
36
Vontobel Holding
Switzerland
$843K +$68.1K +862 +9%
AFS
37
Annapolis Financial Services
Maryland
$822K
CAN
38
Cetera Advisor Networks
California
$820K +$282K +3,563 +52%
WF
39
Whelan Financial
California
$770K
SMC
40
Smith, Moore & Co
Missouri
$733K
TWM
41
Tolleson Wealth Management
Texas
$710K -$742K -9,387 -51%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$704K +$42K +531 +6%
LRIA
43
Leonard Rickey Investment Advisors
Washington
$674K +$9.72K +123 +1%
CWP
44
Concord Wealth Partners
Virginia
$613K +$224K +2,838 +58%
Citadel Advisors
45
Citadel Advisors
Florida
$580K -$5.07M -64,086 -90%
EWS
46
Evergreen Wealth Solutions
Pennsylvania
$553K +$74.5K +943 +16%
BC
47
Brio Consultants
California
$502K +$44.6K +564 +10%
CWM
48
Congress Wealth Management
Massachusetts
$496K +$31.3K +396 +7%
ASN
49
Advisory Services Network
Georgia
$491K -$106K -1,337 -18%
FPF
50
First Pacific Financial
Washington
$479K -$147K -1,856 -23%