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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.45M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.18M
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$747K
5
OMC
5
Old Mission Capital
Illinois
$446K

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$107K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$748K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$987K -$49.5K -629 -5%
MD
27
Money Design
Japan
$971K -$17K -216 -2%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$932K -$109K -1,386 -10%
CA
29
Claro Advisors
Massachusetts
$860K -$6.45K -82 -0.7%
Vontobel Holding
30
Vontobel Holding
Switzerland
$828K +$16.7K +212 +2%
AFS
31
Annapolis Financial Services
Maryland
$819K – – –
HSBC Holdings
32
HSBC Holdings
United Kingdom
$795K -$1.42M -18,000 -64%
LRIA
33
Leonard Rickey Investment Advisors
Washington
$753K -$315 -4 -0%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$748K -$1.67M -21,201 -69%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$747K +$548K +6,959 +275%
TWM
36
Tolleson Wealth Management
Texas
$707K – – –
CWM
37
Congress Wealth Management
Massachusetts
$676K +$7.87K +100 +1%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$646K -$32K -406 -5%
WAM
39
WFA Asset Management
Wisconsin
$570K -$229K -2,915 -29%
EWS
40
Evergreen Wealth Solutions
Pennsylvania
$568K +$5.51K +70 +1%
WF
41
Whelan Financial
California
$563K -$40.9K -519 -7%
HIIFS
42
Harel Insurance Investments & Financial Services
Israel
$551K +$4.88K +62 +0.9%
ASN
43
Advisory Services Network
Georgia
$547K +$22.9K +291 +4%
AFP
44
Ausdal Financial Partners
Iowa
$513K -$309K -3,922 -38%
AAS
45
Ameritas Advisory Services
Nebraska
$473K +$25.3K +322 +6%
TWM
46
Tradition Wealth Management
Minnesota
$471K +$3.7K +47 +0.8%
OMC
47
Old Mission Capital
Illinois
$446K +$446K +5,666 New
LWMG
48
Levy Wealth Management Group
Pennsylvania
$445K – – –
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$435K -$3.62K -46 -0.8%
US Bancorp
50
US Bancorp
Minnesota
$430K -$13K -165 -3%
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