iShares MSCI Global Sustainable Development Goals ETF
SDG
59 hedge funds and large institutions have $110M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
40% more funds holding
Funds holding: 42 → 59 (+17)
12% more capital invested
Capital invested by funds: $97.9M → $110M (+$11.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
17.08% less ownership
Funds ownership: 69.91% → 52.84% (-17%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.8M |
| 2 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.02M |
| 3 |
AFA
Arlington Financial Advisors
Santa Barbara,
California
|
+$983K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$807K |
| 5 |
FIG
FundX Investment Group
San Francisco,
California
|
+$770K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.72M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.36M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$616K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$400K |
| 5 |
LPL Financial
San Diego,
California
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HPC
51
HM Payson & Co
Portland,
Maine
| $33K | – | – | – |
|
|
NFG
52
Next Financial Group
Houston,
Texas
| $24K | +$23K | +299 | New |
|
|
FP
53
Financial Perspectives
Minneapolis,
Minnesota
| $20.6K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13K | +$7.31K | +95 | +134% |
|
|
CCM
55
Covington Capital Management
Los Angeles,
California
| $8K | – | – | – |
|
56
Morgan Stanley
New York
| $7K | +$7.08K | +92 | New |
|
|
DTIM
57
Danda Trouve Investment Management
Prairie Village,
Kansas
| $3K | – | – | – |
|
|
SWM
58
Sugarloaf Wealth Management
Duluth,
Georgia
| $3K | – | – | – |
|
59
BlackRock
New York
| $1K | – | – | – |
|
|
RJA
60
Raymond James & Associates
St Petersburg,
Florida
| – | -$400K | -5,870 | Closed |
|
61
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$66K | -971 | Closed |
|
|
PAG
62
Private Advisor Group
Morristown,
New Jersey
| – | -$36K | -523 | Closed |
|
SDG Hedge Fund Activity: Q3 2020 in Review
59 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2020, worth a combined $110M — up 12% from $97.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.8M. The largest seller was Jane Street, cutting an estimated $2.72M.
- 59 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2020, up from 42 in Q2 2020.
- Funds reported $110M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2020, up 12% quarter-over-quarter.
- 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2020 and 3 closed out, a net change of +17 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $1.8M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2020 was Jane Street, an estimated $2.72M sold.
Based on aggregated 13F filings for Q3 2020.