SDG icon

iShares MSCI Global Sustainable Development Goals ETF

123 hedge funds and large institutions have $153M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAN
51
Cetera Advisor Networks
California
$539K +$41.5K +524 +8%
BAM
52
Belpointe Asset Management
Nevada
$528K -$37.7K -476 -7%
TWM
53
Tradition Wealth Management
Minnesota
$508K +$36.6K +462 +8%
EWS
54
Evergreen Wealth Solutions
Pennsylvania
$479K -$30.1K -380 -6%
Creative Planning
55
Creative Planning
Kansas
$475K +$1.98K +25 +0.4%
MWM
56
Merriman Wealth Management
Washington
$474K +$223K +2,811 +89%
AAS
57
Ameritas Advisory Services
Nebraska
$468K +$11.6K +145 +3%
CWM
58
Congress Wealth Management
Massachusetts
$465K +$76.7K +968 +20%
BC
59
Brio Consultants
California
$458K +$36.7K +464 +9%
WSWA
60
Warren Street Wealth Advisors
California
$456K +$1.27K +16 +0.3%
US Bancorp
61
US Bancorp
Minnesota
$446K +$396K +5,000 +794%
Lido Advisors
62
Lido Advisors
California
$401K +$79 +1 +0%
LWMG
63
Levy Wealth Management Group
Pennsylvania
$397K +$43.9K +554 +12%
CWP
64
Concord Wealth Partners
Virginia
$389K -$137K -1,729 -26%
FHA
65
First Horizon Advisors
Tennessee
$370K
CBFP
66
Cedar Brook Financial Partners
Ohio
$365K +$21.8K +275 +6%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$363K -$27.5K -347 -7%
RJA
68
Raymond James & Associates
Florida
$352K -$18.4K -232 -5%
SWP
69
Stratos Wealth Partners
Ohio
$341K +$341K +4,302 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$308K -$36.5K -462 -11%
CT
71
Coastline Trust
Rhode Island
$300K +$56.6K +715 +23%
KL
72
KilterHowling LLC
Colorado
$299K +$31.9K +403 +12%
PA
73
PFG Advisors
Arizona
$297K +$6.97K +88 +2%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$288K
CAMV
75
Concord Asset Management (Virginia)
Virginia
$284K +$39.7K +501 +16%