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iShares MSCI Global Sustainable Development Goals ETF

102 hedge funds and large institutions have $66.6M invested in iShares MSCI Global Sustainable Development Goals ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1.21% more ownership

Funds ownership: 39.46%40.68% (+1.2%)

3% more capital invested

Capital invested by funds: $64.8M → $66.6M (+$1.81M)

1% more funds holding

Funds holding: 101102 (+1)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
26
Halbert Hargrove Global Advisors
California
$583K -$1.78K -21 -0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$580K -$5.27K -62 -0.9%
Creative Planning
28
Creative Planning
Kansas
$543K -$24.6K -290 -4%
DAS
29
Dynamic Advisor Solutions
Arizona
$535K -$334K -3,937 -38%
PWM
30
Perigon Wealth Management
California
$490K -$7.73K -91 -2%
EWS
31
Evergreen Wealth Solutions
Pennsylvania
$487K -$56.6K -666 -10%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$475K -$10K -118 -2%
GS
33
GTS Securities
New York
$458K +$55K +648 +13%
KL
34
KilterHowling LLC
Colorado
$446K +$67.8K +798 +18%
IA
35
Invested Advisors
Pennsylvania
$425K +$3.23K +38 +0.8%
PSA
36
Plum Street Advisors
Louisiana
$423K
US Bancorp
37
US Bancorp
Minnesota
$420K -$2.29K -27 -0.5%
WSWA
38
Warren Street Wealth Advisors
California
$419K +$25.4K +299 +6%
CA
39
Claro Advisors
Massachusetts
$412K -$1.36K -16 -0.3%
TWM
40
Tradition Wealth Management
Minnesota
$396K -$3.99K -47 -1%
AF
41
Allworth Financial
California
$381K -$30K -353 -7%
Mariner
42
Mariner
Kansas
$373K -$63.5K -748 -14%
AQR Capital Management
43
AQR Capital Management
Connecticut
$364K -$28.3K -333 -7%
MWM
44
Modera Wealth Management
New Jersey
$359K -$419K -4,928 -54%
FFA
45
Farther Finance Advisors
California
$356K -$5.61K -66 -2%
OAM
46
Oppenheimer Asset Management
New York
$338K +$5.86K +69 +2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$312K +$8.41K +99 +3%
EFH
48
Eaton Financial Holdings
Florida
$299K -$1.7K -20 -0.6%
NA
49
NewEdge Advisors
Louisiana
$271K -$36.9K -434 -12%
BDFN
50
Bond & Devick Financial Network
Minnesota
$267K +$1.27K +15 +0.5%