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iShares MSCI Global Sustainable Development Goals ETF

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
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.8%
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
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$476K +$2.37K +30 +0.5%
FMN
52
Financial Management Network
California
$462K -$495K -6,233 -52%
WSWA
53
Warren Street Wealth Advisors
California
$458K +$3K +38 +0.7%
US Bancorp
54
US Bancorp
Minnesota
$445K
TWM
55
Tradition Wealth Management
Minnesota
$435K -$72.9K -922 -14%
LWMG
56
Levy Wealth Management Group
Pennsylvania
$427K +$30.4K +385 +8%
CAMV
57
Concord Asset Management (Virginia)
Virginia
$415K +$132K +1,666 +46%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$403K +$40.3K +510 +11%
RG
59
Rathbones Group
United Kingdom
$395K -$188K -2,375 -32%
MWM
60
Merriman Wealth Management
Washington
$392K -$80.7K -1,021 -17%
FHA
61
First Horizon Advisors
Tennessee
$370K
CBFP
62
Cedar Brook Financial Partners
Ohio
$368K +$3.48K +44 +1%
RJA
63
Raymond James & Associates
Florida
$353K +$1.98K +25 +0.6%
IWC
64
Integrated Wealth Concepts
Massachusetts
$349K +$146K +1,843 +72%
SWP
65
Stratos Wealth Partners
Ohio
$347K +$7.04K +89 +2%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$314K +$6.24K +79 +2%
KL
67
KilterHowling LLC
Colorado
$303K +$4.82K +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 +$99.5K +1,257 +57%
OCM
74
One Capital Management
California
$273K
KAS
75
Kestra Advisory Services
Texas
$273K +$10.6K +134 +4%