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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
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

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.33M
2
FGAM
2
Financial Gravity Asset Management
Texas
$3.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
Jane Street
5
Jane Street
New York
$7.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$919K
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
RBA
3
Richard Bernstein Advisors
New York
$618K
4
CL
4
Choreo LLC
Illinois
$354K
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BDFN
26
Bond & Devick Financial Network
Minnesota
$1.06M +$32.2K +432 +3%
Mariner
27
Mariner
Kansas
$1.04M +$2.83K +38 +0.3%
AFP
28
Ausdal Financial Partners
Iowa
$1.03M -$70.4K -945 -6%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.01M -$130K -1,743 -11%
MD
30
Money Design
Japan
$981K +$27.6K +370 +3%
CA
31
Claro Advisors
Massachusetts
$938K -$43.7K -587 -4%
Morgan Stanley
32
Morgan Stanley
New York
$919K -$4.85M -65,107 -84%
HHGA
33
Halbert Hargrove Global Advisors
California
$824K -$17.1K -230 -2%
WAM
34
WFA Asset Management
Wisconsin
$792K -$102K -1,374 -11%
CAN
35
Cetera Advisor Networks
California
$789K +$16.1K +216 +2%
AFS
36
Annapolis Financial Services
Maryland
$777K +$2.24K +30 +0.3%
Vontobel Holding
37
Vontobel Holding
Switzerland
$772K -$22.1K -296 -3%
TWM
38
Tolleson Wealth Management
Texas
$669K – – –
LRIA
39
Leonard Rickey Investment Advisors
Washington
$665K +$29.4K +394 +5%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$659K -$4.55K -61 -0.7%
WF
41
Whelan Financial
California
$650K -$75.9K -1,018 -10%
RBA
42
Richard Bernstein Advisors
New York
$618K -$762K -10,230 -55%
Creative Planning
43
Creative Planning
Kansas
$572K +$123K +1,650 +27%
CWM
44
Congress Wealth Management
Massachusetts
$572K +$104K +1,400 +22%
FTUS
45
Flow Traders U.S.
New York
$554K +$554K +7,434 New
FPF
46
First Pacific Financial
Washington
$533K +$81.7K +1,096 +18%
EWS
47
Evergreen Wealth Solutions
Pennsylvania
$526K +$4.84K +65 +0.9%
AF
48
Allworth Financial
California
$474K +$474K +6,356 New
ASN
49
Advisory Services Network
Georgia
$464K +$1.49K +20 +0.3%
WSWA
50
Warren Street Wealth Advisors
California
$432K -$75 -1 -0%
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