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iShares MSCI Global Sustainable Development Goals ETF

100 hedge funds and large institutions have $162M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
44
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
51
First Horizon Advisors
Tennessee
$307K
AssetMark Inc
52
AssetMark Inc
California
$301K +$22.4K +236 +8%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$300K +$300K +3,166 New
FP
54
Financial Perspectives
Minnesota
$299K +$296K +28,138 +10,949%
PAG
55
Private Advisor Group
New Jersey
$297K +$297K +3,129 New
WMP
56
Wealth Management Partners
Arizona
$295K -$115K -1,208 -28%
FP
57
Fiduciary Planning
Florida
$280K +$6.36K +67 +2%
EH
58
Equitable Holdings
New York
$271K +$54.6K +576 +25%
SAS
59
Sanford Advisory Services
Michigan
$267K
Bank of New York Mellon
60
Bank of New York Mellon
New York
$264K
M&T Bank
61
M&T Bank
New York
$243K
AAM
62
Ameraudi Asset Management
New York
$237K
G
63
GenTrust
Florida
$232K
HI
64
Harbour Investments
Wisconsin
$210K +$210K +2,216 New
VCM
65
Vivaldi Capital Management
Illinois
$204K +$204K +2,120 New
BWM
66
BerganKDV Wealth Management
Minnesota
$193K
MCC
67
Money Concepts Capital
Florida
$174K +$10.4K +110 +6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$168K +$168K +1,775 New
FWP
69
FAS Wealth Partners
Kansas
$120K
NFG
70
Next Financial Group
Texas
$104K +$50.1K +530 +93%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$85K +$26.7K +280 +46%
AC
72
Arjuna Capital
North Carolina
$84K -$80.5K -842 -49%
CWP
73
Concord Wealth Partners
Virginia
$66K
US Bancorp
74
US Bancorp
Minnesota
$60K
CFGS
75
Concourse Financial Group Securities
Alabama
$59K +$2.38K +25 +4%