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iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

0.57% more ownership

Funds ownership: 37.28% → 37.85% (+0.57%)

3% less capital invested

Capital invested by funds: $153M → $149M (-$4.07M)

7% less funds holding

Funds holding: 123 → 114 (-9)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
48
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.03M
2
Ameriprise
Ameriprise
Minnesota
+$1.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
4
OMC
Old Mission Capital
Illinois
+$955K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$331K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.09M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$1.4M
4
Jane Street
Jane Street
New York
-$869K
5
MCC
Money Concepts Capital
Florida
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$476K +$2.38K +30 +0.5%
FMN
52
Financial Management Network
California
$462K -$495K -6,233 -52%
WSWA
53
Warren Street Wealth Advisors
California
$458K +$3.02K +38 +0.7%
US Bancorp
54
US Bancorp
Minnesota
$445K – – –
TWM
55
Tradition Wealth Management
Minnesota
$435K -$73.2K -922 -14%
LWMG
56
Levy Wealth Management Group
Pennsylvania
$427K +$30.6K +385 +8%
CAMV
57
Concord Asset Management (Virginia)
Virginia
$415K +$132K +1,666 +46%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$403K +$40.5K +510 +11%
RG
59
Rathbones Group
United Kingdom
$395K -$189K -2,375 -32%
MWM
60
Merriman Wealth Management
Washington
$392K -$81.1K -1,021 -17%
FHA
61
First Horizon Advisors
Tennessee
$370K – – –
CBFP
62
Cedar Brook Financial Partners
Ohio
$368K +$3.49K +44 +1%
RJA
63
Raymond James & Associates
Florida
$353K +$1.99K +25 +0.6%
IWC
64
Integrated Wealth Concepts
Massachusetts
$349K +$146K +1,843 +72%
SWP
65
Stratos Wealth Partners
Ohio
$347K +$7.07K +89 +2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$314K +$6.27K +79 +2%
KL
67
KilterHowling LLC
Colorado
$303K +$4.84K +61 +2%
CT
68
Coastline Trust
Rhode Island
$300K – – –
Bank of New York Mellon
69
Bank of New York Mellon
New York
$287K – – –
FHC
70
First Heartland Consultants
Missouri
$285K +$11.1K +140 +4%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$283K – – –
Lido Advisors
72
Lido Advisors
California
$282K -$119K -1,501 -30%
HIIFS
73
Harel Insurance Investments & Financial Services
Israel
$274K +$99.8K +1,257 +57%
OCM
74
One Capital Management
California
$273K – – –
KAS
75
Kestra Advisory Services
Texas
$273K +$10.6K +134 +4%
1 2
3
4 5

SDG Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2023, worth a combined $149M — down 2.7% from $153M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 5 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 48 added.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.03M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2023, down from 123 in Q1 2023.
  • Funds reported $149M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2023 and 13 closed out, a net change of -8 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $3.03M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2023 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2023.