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iShares MSCI Global Sustainable Development Goals ETF

98 hedge funds and large institutions have $69.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $65M → $69.4M (+$4.33M)

3% more funds holding

Funds holding: 9598 (+3)

0.78% more ownership

Funds ownership: 38.95%39.73% (+0.78%)

44% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 32

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
26
Evergreen Wealth Solutions
Pennsylvania
$619K +$1.2K +15 +0.2%
HHGA
27
Halbert Hargrove Global Advisors
California
$609K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$602K -$73.3K -913 -11%
IRP
29
Investment Research Partners
Pennsylvania
$587K +$559K +6,961 New
LFG
30
Larson Financial Group
Missouri
$569K
PWM
31
Perigon Wealth Management
California
$524K -$30.5K -380 -6%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$501K -$21.7K -270 -4%
Creative Planning
33
Creative Planning
Kansas
$485K -$2.89K -36 -0.6%
NA
34
NewEdge Advisors
Louisiana
$476K -$73.1K -911 -14%
Mariner
35
Mariner
Kansas
$442K +$21.1K +263 +5%
PSA
36
Plum Street Advisors
Louisiana
$429K
US Bancorp
37
US Bancorp
Minnesota
$416K
CA
38
Claro Advisors
Massachusetts
$416K -$62K -772 -13%
AF
39
Allworth Financial
California
$407K
TWM
40
Tradition Wealth Management
Minnesota
$394K
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$392K +$379K +4,715 New
WSWA
42
Warren Street Wealth Advisors
California
$390K +$49.9K +622 +15%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$377K +$46.6K +581 +15%
KL
44
KilterHowling LLC
Colorado
$371K +$4.98K +62 +1%
FFA
45
Farther Finance Advisors
California
$356K -$2.09K -26 -0.6%
IA
46
Invested Advisors
Pennsylvania
$353K +$397K +4,939 New
OAM
47
Oppenheimer Asset Management
New York
$330K -$2.25K -28 -0.7%
AQR Capital Management
48
AQR Capital Management
Connecticut
$326K +$315K +3,922 New
EFH
49
Eaton Financial Holdings
Florida
$299K +$4.5K +56 +2%
GS
50
GTS Securities
New York
$286K +$9.87K +123 +4%

SDG Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2025, worth a combined $69.4M — up 6.7% from $65M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDG positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $1.69M. The largest seller was Flow Traders U.S., cutting an estimated $2.74M.

  • 98 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $69.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2025 was Jane Street, an estimated $1.69M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2025 was Flow Traders U.S., an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.