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iShares MSCI Global Sustainable Development Goals ETF
SDG

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

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

20% more funds holding

Funds holding: 83 → 100 (+17)

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8.02% less ownership

Funds ownership: 45.41% → 37.38% (-8%)

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
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.06M
2
Bank of America
Bank of America
North Carolina
+$3.69M
3
BlackRock
BlackRock
New York
+$2.72M
4
FP
Financial Perspectives
Minnesota
+$2.71M
5
UBS Group
UBS Group
Switzerland
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$524K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$121K
4
HGWM
Harvest Group Wealth Management
Massachusetts
-$120K
5
WMP
Wealth Management Partners
Arizona
-$117K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
51
First Horizon Advisors
Tennessee
$307K – – –
AssetMark Inc
52
AssetMark Inc
California
$301K +$22.8K +236 +8%
VAS
53
Vestmark Advisory Solutions
Massachusetts
$300K +$305K +3,166 New
FP
54
Financial Perspectives
Minnesota
$299K +$2.71M +28,138 +10,949%
PAG
55
Private Advisor Group
New Jersey
$297K +$302K +3,129 New
WMP
56
Wealth Management Partners
Arizona
$295K -$117K -1,208 -28%
FP
57
Fiduciary Planning
Florida
$280K +$6.46K +67 +2%
EH
58
Equitable Holdings
New York
$271K +$55.6K +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 +$214K +2,216 New
VCM
65
Vivaldi Capital Management
Illinois
$204K +$205K +2,120 New
BWM
66
BerganKDV Wealth Management
Minnesota
$193K – – –
MCC
67
Money Concepts Capital
Florida
$174K +$10.6K +110 +6%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$168K +$171K +1,775 New
FWP
69
FAS Wealth Partners
Kansas
$120K – – –
NFG
70
Next Financial Group
Texas
$104K +$51.1K +530 +93%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$85K +$27K +280 +46%
AC
72
Arjuna Capital
North Carolina
$84K -$81.2K -842 -49%
CWP
73
Concord Wealth Partners
Virginia
$66K – – –
US Bancorp
74
US Bancorp
Minnesota
$60K – – –
CFGS
75
Concourse Financial Group Securities
Alabama
$59K +$2.41K +25 +4%
1 2
3
4 5

SDG Hedge Fund Activity: Q1 2021 in Review

100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2021, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $6.02M.

  • 100 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2021, up from 83 in Q4 2020.
  • Funds reported $162M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2021 and 3 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.06M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2021 was Jane Street, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2021.