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iShares MSCI Global Sustainable Development Goals ETF
SDG

116 hedge funds and large institutions have $127M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 112 → 116 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.95% less ownership

Funds ownership: 33.68% → 22.72% (-11%)

26% less capital invested

Capital invested by funds: $171M → $127M (-$44.2M)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$13.8M
2
LPL Financial
LPL Financial
California
+$2.44M
3
Jane Street
Jane Street
New York
+$1.83M
4
BAM
Belpointe Asset Management
Nevada
+$876K
5
MWM
Mission Wealth Management
California
+$703K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.31M
2
BlackRock
BlackRock
New York
-$2.15M
3
FTUS
Flow Traders U.S.
New York
-$428K
4
PWM
PRW Wealth Management
Massachusetts
-$345K
5
SIM
Seaview Investment Managers
Florida
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$376K -$116K -1,178 -23%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$376K +$14.9K +152 +4%
KWM
53
Kingsview Wealth Management
Oregon
$368K +$15.6K +159 +4%
AssetMark Inc
54
AssetMark Inc
California
$354K +$59K +600 +19%
AIC
55
Ameritas Investment Company
Nebraska
$352K +$4.92K +50 +1%
PAG
56
Private Advisor Group
New Jersey
$348K +$983 +10 +0.3%
OPS
57
Orion Portfolio Solutions
Nebraska
$346K -$3.34K -34 -0.9%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$325K +$14.4K +146 +5%
FHA
59
First Horizon Advisors
Tennessee
$311K – – –
PG
60
Patten Group
Tennessee
$304K -$30.3K -308 -9%
CA
61
Cornerstone Advisory
Maryland
$296K +$71.8K +730 +31%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$281K +$187K +1,903 +187%
SAS
63
Sanford Advisory Services
Michigan
$271K – – –
WMP
64
Wealth Management Partners
Arizona
$269K -$28K -285 -9%
EH
65
Equitable Holdings
New York
$251K +$17.9K +182 +8%
M&T Bank
66
M&T Bank
New York
$246K – – –
MWM
67
Merriman Wealth Management
Washington
$245K -$7.57K -77 -3%
AAM
68
Ameraudi Asset Management
New York
$240K – – –
G
69
GenTrust
Florida
$240K – – –
BRWA
70
B. Riley Wealth Advisors
Florida
$228K +$233K +2,371 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$223K +$228K +2,322 New
RJA
72
Raymond James & Associates
Florida
$211K +$1.67K +17 +0.8%
KM
73
Kalos Management
Georgia
$210K +$215K +2,184 New
VCM
74
Vivaldi Capital Management
Illinois
$204K – – –
CA
75
Claro Advisors
Massachusetts
$201K +$206K +2,094 New
1 2
3
4 5

SDG Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2021, worth a combined $127M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SDG positions and 8 closed out — a net gain of 5 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $13.8M. The largest seller was Bank of America, cutting an estimated $2.31M.

  • 116 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2021, up from 112 in Q2 2021.
  • Funds reported $127M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2021, down 26% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2021 and 8 closed out, a net change of +5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2021 was Old Mission Capital, an estimated $13.8M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2021 was Bank of America, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2021.