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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mariner
26
Mariner
Kansas
$776K -$165K -2,193 -17%
BDFN
27
Bond & Devick Financial Network
Minnesota
$753K -$206K -2,740 -21%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$736K -$153K -2,035 -17%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$718K +$450 +6 +0.1%
TWM
30
Tolleson Wealth Management
Texas
$674K
CA
31
Claro Advisors
Massachusetts
$658K -$162K -2,163 -20%
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$646K +$120K +1,603 +23%
Vontobel Holding
33
Vontobel Holding
Switzerland
$627K -$162K -2,163 -21%
Ameriprise
34
Ameriprise
Minnesota
$605K -$347K -4,620 -36%
EWS
35
Evergreen Wealth Solutions
Pennsylvania
$577K +$34.5K +460 +6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$566K -$49.8K -663 -8%
NA
37
NewEdge Advisors
Louisiana
$566K +$346K +4,611 +158%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$559K -$153K -2,044 -22%
CWM
39
Congress Wealth Management
Massachusetts
$519K -$126K -1,672 -19%
AAS
40
Ameritas Advisory Services
Nebraska
$489K +$38.2K +509 +8%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$458K -$300K -4,000 -40%
US Bancorp
42
US Bancorp
Minnesota
$417K +$6.68K +89 +2%
PWM
43
Perigon Wealth Management
California
$415K +$415K +5,528 New
Creative Planning
44
Creative Planning
Kansas
$414K +$88.9K +1,184 +27%
LWMG
45
Levy Wealth Management Group
Pennsylvania
$412K -$150 -2 -0%
BC
46
Brio Consultants
California
$412K +$43.4K +578 +12%
TWM
47
Tradition Wealth Management
Minnesota
$408K -$41.3K -550 -9%
MWM
48
Merriman Wealth Management
Washington
$405K -$2.63K -35 -0.6%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$397K -$17.8K -237 -4%
AF
50
Allworth Financial
California
$394K