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iShares MSCI Global Sustainable Development Goals ETF
SDG

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

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

0.57% more ownership

Funds ownership: 37.28% → 37.85% (+0.57%)

3% less capital invested

Capital invested by funds: $153M → $149M (-$4.07M)

7% less funds holding

Funds holding: 123 → 114 (-9)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.79%
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
–

Top Buyers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.03M
2
Ameriprise
Ameriprise
Minnesota
+$1.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
4
OMC
Old Mission Capital
Illinois
+$955K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$331K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.09M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$1.4M
4
Jane Street
Jane Street
New York
-$869K
5
MCC
Money Concepts Capital
Florida
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.21M +$1.22M +15,335 New
AFP
27
Ausdal Financial Partners
Iowa
$1.17M +$26.5K +334 +2%
BB
28
Berkshire Bank
Massachusetts
$1.16M +$1.99K +25 +0.2%
Mariner
29
Mariner
Kansas
$1.1M +$75.2K +947 +7%
BDFN
30
Bond & Devick Financial Network
Minnesota
$1.09M -$1.51K -19 -0.1%
CA
31
Claro Advisors
Massachusetts
$1.04M +$118K +1,481 +13%
MD
32
Money Design
Japan
$1.01M -$273K -3,436 -21%
WAM
33
WFA Asset Management
Wisconsin
$949K -$109K -1,379 -10%
HHGA
34
Halbert Hargrove Global Advisors
California
$892K +$27.3K +344 +3%
CL
35
Choreo LLC
Illinois
$850K -$19K -239 -2%
Vontobel Holding
36
Vontobel Holding
Switzerland
$843K +$68.4K +862 +9%
AFS
37
Annapolis Financial Services
Maryland
$822K – – –
CAN
38
Cetera Advisor Networks
California
$820K +$283K +3,563 +52%
WF
39
Whelan Financial
California
$770K – – –
SMC
40
Smith, Moore & Co
Missouri
$733K – – –
TWM
41
Tolleson Wealth Management
Texas
$710K -$745K -9,387 -51%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$704K +$42.2K +531 +6%
LRIA
43
Leonard Rickey Investment Advisors
Washington
$674K +$9.77K +123 +1%
CWP
44
Concord Wealth Partners
Virginia
$613K +$225K +2,838 +58%
Citadel Advisors
45
Citadel Advisors
Florida
$580K -$5.09M -64,086 -90%
EWS
46
Evergreen Wealth Solutions
Pennsylvania
$553K +$74.9K +943 +16%
BC
47
Brio Consultants
California
$502K +$44.8K +564 +10%
CWM
48
Congress Wealth Management
Massachusetts
$496K +$31.4K +396 +7%
ASN
49
Advisory Services Network
Georgia
$491K -$106K -1,337 -18%
FPF
50
First Pacific Financial
Washington
$479K -$147K -1,856 -23%
1
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3 4 5

SDG Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2023, worth a combined $149M — down 2.7% from $153M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 5 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 48 added.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.03M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2023, down from 123 in Q1 2023.
  • Funds reported $149M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2023 and 13 closed out, a net change of -8 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $3.03M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2023 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2023.