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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

112 hedge funds and large institutions have $125M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.22M
3
Jane Street
3
Jane Street
New York
$4.86M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.21M
5
FPF
5
First Pacific Financial
Washington
$1.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.4M
2
UBS Group
2
UBS Group
Switzerland
$1.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$736K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$721K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$389K +$79.4K +1,119 +26%
TWM
52
Tradition Wealth Management
Minnesota
$384K +$7.65K +108 +2%
ASN
53
Advisory Services Network
Georgia
$371K +$79.2K +1,117 +27%
Lido Advisors
54
Lido Advisors
California
$359K +$359K +5,067 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$356K -$3.55K -50 -1%
WTC
56
WhitTier Trust Company
Nevada
$354K – – –
WF
57
Whelan Financial
California
$348K +$348K +4,908 New
CBFP
58
Cedar Brook Financial Partners
Ohio
$347K +$2.62K +37 +0.8%
BC
59
Brio Consultants
California
$345K +$345K +4,851 New
BWFA
60
Baltimore-Washington Financial Advisors
Maryland
$344K +$344K +4,865 New
FHA
61
First Horizon Advisors
Tennessee
$331K – – –
CWP
62
Concord Wealth Partners
Virginia
$325K +$230K +3,250 +242%
LWMG
63
Levy Wealth Management Group
Pennsylvania
$314K -$91.2K -1,285 -23%
CWM
64
Congress Wealth Management
Massachusetts
$311K +$4.6K +65 +2%
RJA
65
Raymond James & Associates
Florida
$298K – – –
SFP
66
Sandbox Financial Partners
Maryland
$292K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$292K +$1.06K +15 +0.4%
KWM
68
Kingsview Wealth Management
Oregon
$281K -$5.67K -80 -2%
OCM
69
One Capital Management
California
$273K – – –
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$272K -$31.6K -445 -10%
PA
71
PFG Advisors
Arizona
$261K -$4.69K -66 -2%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$258K – – –
SAS
73
Sanford Advisory Services
Michigan
$254K – – –
RJFSA
74
Raymond James Financial Services Advisors
Florida
$251K -$38.2K -539 -13%
JPMPWA
75
J.P. Morgan Private Wealth Advisors
California
$245K +$245K +3,450 New
1 2
3
4 5