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iShares MSCI Global Sustainable Development Goals ETF

107 hedge funds and large institutions have $69.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 110107 (-3)

2.82% less ownership

Funds ownership: 42.77%39.95% (-2.8%)

19% less capital invested

Capital invested by funds: $85.8M → $69.5M (-$16.4M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$616K -$89.6K -1,221 -13%
RCG
27
Regatta Capital Group
California
$592K -$158K -2,149 -21%
Vontobel Holding
28
Vontobel Holding
Switzerland
$590K -$71.9K -979 -11%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$572K -$1.08M -14,710 -65%
WAM
30
WFA Asset Management
Wisconsin
$570K +$470K +6,396 +756%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$554K +$44.4K +605 +9%
EWS
32
Evergreen Wealth Solutions
Pennsylvania
$539K +$2.94K +40 +0.5%
HHGA
33
Halbert Hargrove Global Advisors
California
$531K -$380K -5,179 -41%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$528K +$536K +7,298 New
PWM
35
Perigon Wealth Management
California
$501K -$20.8K -283 -4%
BC
36
Brio Consultants
California
$480K +$30.2K +412 +7%
CWM
37
Congress Wealth Management
Massachusetts
$472K +$89.1K +1,214 +23%
CA
38
Claro Advisors
Massachusetts
$469K -$89.4K -1,218 -16%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$460K -$73.2K -997 -14%
GS
40
GTS Securities
New York
$448K +$454K +6,191 New
LFG
41
Larson Financial Group
Missouri
$432K +$438K +5,968 New
PSA
42
Plum Street Advisors
Louisiana
$404K
Osaic Holdings
43
Osaic Holdings
Arizona
$402K -$2.37M -32,280 -85%
Creative Planning
44
Creative Planning
Kansas
$371K +$6.97K +95 +2%
US Bancorp
45
US Bancorp
Minnesota
$362K -$24K -327 -6%
AF
46
Allworth Financial
California
$352K
TWM
47
Tradition Wealth Management
Minnesota
$345K +$103K +1,407 +42%
KAS
48
Kestra Advisory Services
Texas
$327K +$661 +9 +0.2%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$320K -$45.1K -614 -12%
KL
50
KilterHowling LLC
Colorado
$319K -$21.4K -292 -6%

SDG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2025, worth a combined $69.5M — down 19% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 25 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Mission Wealth Management, cutting an estimated $6.89M.

  • 107 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $69.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.58M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2025 was Mission Wealth Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.