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iShares MSCI Global Sustainable Development Goals ETF
SDG

112 hedge funds and large institutions have $171M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

12% more funds holding

Funds holding: 100 → 112 (+12)

5% more capital invested

Capital invested by funds: $162M → $171M (+$8.7M)

3.71% less ownership

Funds ownership: 37.38% → 33.68% (-3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
42
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.18M
5
Morgan Stanley
Morgan Stanley
New York
+$852K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.64M
2
FP
Financial Perspectives
Minnesota
-$2.73M
3
AWP
Abacus Wealth Partners
California
-$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.32M
5
FIG
FundX Investment Group
California
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$367K +$21.3K +219 +6%
OPS
52
Orion Portfolio Solutions
Nebraska
$361K +$16.8K +172 +5%
PAG
53
Private Advisor Group
New Jersey
$359K +$46.8K +480 +15%
AIC
54
Ameritas Investment Company
Nebraska
$359K +$352K +3,610 New
PG
55
Patten Group
Tennessee
$345K +$8.28K +85 +3%
PWM
56
PRW Wealth Management
Massachusetts
$345K +$338K +3,469 New
FHA
57
First Horizon Advisors
Tennessee
$322K – – –
VAS
58
Vestmark Advisory Solutions
Massachusetts
$322K +$6.82K +70 +2%
AssetMark Inc
59
AssetMark Inc
California
$307K -$8.38K -86 -3%
WMP
60
Wealth Management Partners
Arizona
$306K -$1.75K -18 -0.6%
SAS
61
Sanford Advisory Services
Michigan
$280K – – –
SIM
62
Seaview Investment Managers
Florida
$271K +$266K +2,734 New
MWM
63
Merriman Wealth Management
Washington
$261K +$256K +2,629 New
M&T Bank
64
M&T Bank
New York
$254K – – –
AAM
65
Ameraudi Asset Management
New York
$248K – – –
G
66
GenTrust
Florida
$248K – – –
NFG
67
Next Financial Group
Texas
$247K +$135K +1,388 +126%
EH
68
Equitable Holdings
New York
$241K -$42K -431 -15%
CA
69
Cornerstone Advisory
Maryland
$234K +$229K +2,352 New
IWC
70
Integrated Wealth Concepts
Massachusetts
$219K +$215K +2,204 New
RJA
71
Raymond James & Associates
Florida
$217K +$213K +2,183 New
KAS
72
Kestra Advisory Services
Texas
$214K +$210K +2,151 New
VCM
73
Vivaldi Capital Management
Illinois
$211K – – –
BWM
74
BerganKDV Wealth Management
Minnesota
$202K – – –
MFG
75
Monumental Financial Group
Maryland
$165K +$162K +1,663 New
1 2
3
4 5

SDG Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2021, worth a combined $171M — up 5.4% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 6 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.25M. The largest seller was Bank of America, cutting an estimated $3.64M.

  • 112 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $171M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2021 and 6 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2021 was Jane Street, an estimated $4.25M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2021 was Bank of America, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2021.