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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

83 hedge funds and large institutions have $144M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+24
Holders Change %
+40.68%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
26
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.33M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.96M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
4
Bank of America
North Carolina
$12.6M
5
MWM
5
Mission Wealth Management
California
$6.1M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
Mariner
2
Mariner
Kansas
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.44M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.49M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPGK
51
Financial Partners Group (Kansas)
Kansas
$262K +$9.96K +100 +4%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$260K +$260K +2,786 New
M&T Bank
53
M&T Bank
New York
$239K – – –
G
54
GenTrust
Florida
$233K – – –
AAM
55
Ameraudi Asset Management
New York
$233K – – –
EH
56
Equitable Holdings
New York
$213K +$213K +2,281 New
BWM
57
BerganKDV Wealth Management
Minnesota
$190K – – –
AC
58
Arjuna Capital
North Carolina
$161K +$78.8K +842 +96%
MCC
59
Money Concepts Capital
Florida
$161K +$161K +1,727 New
FWP
60
FAS Wealth Partners
Kansas
$118K +$561 +6 +0.5%
ASN
61
Advisory Services Network
Georgia
$68K -$1.3K -14 -2%
CWP
62
Concord Wealth Partners
Virginia
$65K +$65K +700 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$61K – – –
US Bancorp
64
US Bancorp
Minnesota
$59K – – –
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$57K +$41.5K +445 +268%
CFGS
66
Concourse Financial Group Securities
Alabama
$56K – – –
NFG
67
Next Financial Group
Texas
$53K +$25.2K +272 +91%
SFS
68
Sowell Financial Services
Arkansas
$51K – – –
AF
69
Advisornet Financial
Minnesota
$42K -$14.1K -151 -25%
CPFP
70
Clear Perspectives Financial Planning
Ohio
$41K +$41K +435 New
HPC
71
HM Payson & Co
Maine
$38K – – –
Morgan Stanley
72
Morgan Stanley
New York
$29K +$20.3K +216 +235%
Citigroup
73
Citigroup
New York
$28K +$28K +298 New
FPW
74
Flagship Private Wealth
Massachusetts
$27K +$27K +277 New
FF
75
FourThought Financial
Florida
$25K +$25K +274 New
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