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iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $142M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

3.03% more ownership

Funds ownership: 37.85% → 40.88% (+3%)

0% more funds holding

Funds holding: 114 → 114 (0)

5% less capital invested

Capital invested by funds: $149M → $142M (-$6.81M)

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
+$5.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.37M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.52M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.04M
5
Jane Street
Jane Street
New York
+$818K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.13M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$4.5M
3
RBA
Richard Bernstein Advisors
New York
-$805K
4
CL
Choreo LLC
Illinois
-$472K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
BDFN
26
Bond & Devick Financial Network
Minnesota
$1.06M +$34K +432 +3%
Mariner
27
Mariner
Kansas
$1.04M +$2.99K +38 +0.3%
AFP
28
Ausdal Financial Partners
Iowa
$1.03M -$74.4K -945 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.01M -$137K -1,743 -11%
MD
30
Money Design
Japan
$981K +$29.1K +370 +3%
CA
31
Claro Advisors
Massachusetts
$938K -$46.2K -587 -4%
Morgan Stanley
32
Morgan Stanley
New York
$919K -$5.13M -65,107 -84%
HHGA
33
Halbert Hargrove Global Advisors
California
$824K -$18.1K -230 -2%
WAM
34
WFA Asset Management
Wisconsin
$792K -$108K -1,374 -11%
CAN
35
Cetera Advisor Networks
California
$789K +$17K +216 +2%
AFS
36
Annapolis Financial Services
Maryland
$777K +$2.36K +30 +0.3%
Vontobel Holding
37
Vontobel Holding
Switzerland
$772K -$23.3K -296 -3%
TWM
38
Tolleson Wealth Management
Texas
$669K – – –
LRIA
39
Leonard Rickey Investment Advisors
Washington
$665K +$31K +394 +5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$659K -$4.8K -61 -0.7%
WF
41
Whelan Financial
California
$650K -$80.1K -1,018 -10%
RBA
42
Richard Bernstein Advisors
New York
$618K -$805K -10,230 -55%
Creative Planning
43
Creative Planning
Kansas
$572K +$130K +1,650 +27%
CWM
44
Congress Wealth Management
Massachusetts
$572K +$110K +1,400 +22%
FTUS
45
Flow Traders U.S.
New York
$554K +$585K +7,434 New
FPF
46
First Pacific Financial
Washington
$533K +$86.3K +1,096 +18%
EWS
47
Evergreen Wealth Solutions
Pennsylvania
$526K +$5.12K +65 +0.9%
AF
48
Allworth Financial
California
$474K +$500K +6,356 New
ASN
49
Advisory Services Network
Georgia
$464K +$1.57K +20 +0.3%
WSWA
50
Warren Street Wealth Advisors
California
$432K -$79 -1 -0%
1
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3 4 5

SDG Hedge Fund Activity: Q3 2023 in Review

114 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2023, worth a combined $142M — down 4.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 7 closed out — a net gain of 1 holder — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $142M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $5.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2023 was Morgan Stanley, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2023.