We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF

126 hedge funds and large institutions have $207M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

63% more capital invested

Capital invested by funds: $127M → $207M (+$80M)

15.86% more ownership

Funds ownership: 22.72%38.58% (+16%)

9% more funds holding

Funds holding: 116126 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
45
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
51
Cedar Brook Financial Partners
Ohio
$457K +$655 +7 +0.1%
WTC
52
WhitTier Trust Company
Nevada
$454K
BlackRock
53
BlackRock
New York
$443K -$132K -1,412 -22%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$432K +$79.4K +849 +22%
FHA
55
First Horizon Advisors
Tennessee
$425K +$135K +1,442 +45%
AAS
56
Ameritas Advisory Services
Nebraska
$425K +$438K +4,687 New
KWM
57
Kingsview Wealth Management
Oregon
$382K +$34.8K +372 +10%
TWM
58
Tradition Wealth Management
Minnesota
$380K +$329K +3,522 +533%
LFASL
59
Lugano Financial Advisors SA (LFA)
Switzerland
$379K
KL
60
KilterHowling LLC
Colorado
$375K +$386K +4,128 New
SFP
61
Sandbox Financial Partners
Maryland
$370K -$82.3K -880 -18%
AL
62
Aspiriant LLC
California
$370K +$381K +4,072 New
ASN
63
Advisory Services Network
Georgia
$359K +$371K +3,962 New
FIG
64
FundX Investment Group
California
$350K -$935K -10,000 -72%
SAS
65
Sanford Advisory Services
Michigan
$350K +$97.3K +1,040 +37%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$349K +$85.7K +916 +31%
OPS
67
Orion Portfolio Solutions
Nebraska
$345K +$19.1K +204 +6%
PAG
68
Private Advisor Group
New Jersey
$330K +$1.4K +15 +0.4%
FPGK
69
Financial Partners Group (Kansas)
Kansas
$316K -$30.3K -324 -8%
SHJ
70
Sharkey, Howes & Javer
Colorado
$290K -$542K -5,794 -64%
Stifel Financial
71
Stifel Financial
Missouri
$285K -$72.3K -773 -20%
MA
72
MAS Advisors
Florida
$279K +$287K +3,071 New
CA
73
Cornerstone Advisory
Maryland
$276K -$3.74K -40 -1%
CAN
74
Cetera Advisor Networks
California
$263K +$271K +2,899 New
Brown Advisory
75
Brown Advisory
Maryland
$250K +$258K +2,755 New

SDG Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2021, worth a combined $207M — up 63% from $127M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDG positions and 13 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $16.4M. The largest seller was Old Mission Capital, cutting an estimated $10.2M.

  • 126 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $207M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2021, up 63% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2021 was Jane Street, an estimated $16.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2021 was Old Mission Capital, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.