SDG icon

iShares MSCI Global Sustainable Development Goals ETF

124 hedge funds and large institutions have $147M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
47
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SHJ
51
Sharkey, Howes & Javer
Colorado
$569K -$233K -2,956 -29%
BAM
52
Belpointe Asset Management
Nevada
$564K +$158 +2 +0%
CWP
53
Concord Wealth Partners
Virginia
$524K +$162K +2,052 +45%
EWS
54
Evergreen Wealth Solutions
Pennsylvania
$508K +$56.9K +721 +13%
CAN
55
Cetera Advisor Networks
California
$496K +$62.9K +797 +15%
WMP
56
Wealth Management Partners
Arizona
$478K
Creative Planning
57
Creative Planning
Kansas
$471K -$24.5K -310 -5%
TWM
58
Tradition Wealth Management
Minnesota
$470K +$42.5K +539 +10%
WSWA
59
Warren Street Wealth Advisors
California
$453K -$11.6K -147 -2%
AAS
60
Ameritas Advisory Services
Nebraska
$449K -$2.13K -27 -0.5%
BC
61
Brio Consultants
California
$420K +$36.8K +466 +10%
Lido Advisors
62
Lido Advisors
California
$400K
WTC
63
WhitTier Trust Company
Nevada
$395K
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$389K -$7.1K -90 -2%
CWM
65
Congress Wealth Management
Massachusetts
$387K +$40.7K +516 +12%
FHA
66
First Horizon Advisors
Tennessee
$369K
RJA
67
Raymond James & Associates
Florida
$369K +$37.4K +474 +11%
LWMG
68
Levy Wealth Management Group
Pennsylvania
$352K +$3.08K +39 +0.9%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$344K +$41.2K +522 +14%
CBFP
70
Cedar Brook Financial Partners
Ohio
$342K -$44.2K -560 -11%
SFP
71
Sandbox Financial Partners
Maryland
$328K +$2.84K +36 +0.9%
EFH
72
Eaton Financial Holdings
Florida
$319K +$319K +4,041 New
OCM
73
One Capital Management
California
$304K
PA
74
PFG Advisors
Arizona
$289K -$1.34K -17 -0.5%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$288K +$8.05K +102 +3%