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iShares MSCI Global Sustainable Development Goals ETF

101 hedge funds and large institutions have $64.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 98101 (+3)

0.26% less ownership

Funds ownership: 39.73%39.46% (-0.26%)

7% less capital invested

Capital invested by funds: $69.4M → $64.8M (-$4.54M)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$641K -$1.94K -23 -0.3%
RCG
27
Regatta Capital Group
California
$612K -$36K -427 -6%
HHGA
28
Halbert Hargrove Global Advisors
California
$587K -$29.5K -350 -5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$587K -$22.9K -272 -4%
IRP
30
Investment Research Partners
Pennsylvania
$581K -$5.57K -66 -0.9%
Creative Planning
31
Creative Planning
Kansas
$569K +$78.3K +928 +16%
EWS
32
Evergreen Wealth Solutions
Pennsylvania
$545K -$82.1K -973 -13%
PWM
33
Perigon Wealth Management
California
$500K -$31.3K -371 -6%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$487K -$20.2K -239 -4%
Mariner
35
Mariner
Kansas
$437K -$9.7K -115 -2%
PSA
36
Plum Street Advisors
Louisiana
$424K -$10K -119 -2%
US Bancorp
37
US Bancorp
Minnesota
$423K +$2.28K +27 +0.5%
IA
38
Invested Advisors
Pennsylvania
$423K +$7.17K +85 +2%
CA
39
Claro Advisors
Massachusetts
$415K -$5.91K -70 -1%
AF
40
Allworth Financial
California
$412K
GS
41
GTS Securities
New York
$405K +$116K +1,373 +40%
TWM
42
Tradition Wealth Management
Minnesota
$401K +$2.45K +29 +0.6%
WSWA
43
Warren Street Wealth Advisors
California
$395K
AQR Capital Management
44
AQR Capital Management
Connecticut
$393K +$62.8K +745 +19%
KL
45
KilterHowling LLC
Colorado
$380K +$4.05K +48 +1%
FFA
46
Farther Finance Advisors
California
$359K -$928 -11 -0.3%
OAM
47
Oppenheimer Asset Management
New York
$333K -$506 -6 -0.2%
NA
48
NewEdge Advisors
Louisiana
$308K -$175K -2,069 -36%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$305K -$76.7K -909 -20%
EFH
50
Eaton Financial Holdings
Florida
$302K -$1.26K -15 -0.4%

SDG Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2025, worth a combined $64.8M — down 6.5% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $742K. The largest seller was Flow Traders U.S., cutting an estimated $1.94M.

  • 101 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $64.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2025 was Aspiriant LLC, an estimated $742K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2025 was Flow Traders U.S., an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2025.