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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

114 hedge funds and large institutions have $142M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.33M
2
FGAM
2
Financial Gravity Asset Management
Texas
$3.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
Jane Street
5
Jane Street
New York
$7.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$919K
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
RBA
3
Richard Bernstein Advisors
New York
$618K
4
CL
4
Choreo LLC
Illinois
$354K
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Ameritas Advisory Services
Nebraska
$421K +$421K +5,648 New
US Bancorp
52
US Bancorp
Minnesota
$420K – – –
TWM
53
Tradition Wealth Management
Minnesota
$417K +$6.79K +91 +2%
HIIFS
54
Harel Insurance Investments & Financial Services
Israel
$406K +$148K +1,981 +57%
LWMG
55
Levy Wealth Management Group
Pennsylvania
$406K +$3.13K +42 +0.8%
RJA
56
Raymond James & Associates
Florida
$391K +$57.8K +775 +17%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$388K +$91.5K +1,227 +31%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$377K -$2.16K -29 -0.6%
RG
59
Rathbones Group
United Kingdom
$374K +$1.57K +21 +0.4%
MWM
60
Merriman Wealth Management
Washington
$370K – – –
CWP
61
Concord Wealth Partners
Virginia
$369K -$209K -2,803 -36%
BC
62
Brio Consultants
California
$368K -$104K -1,401 -22%
SMC
63
Smith, Moore & Co
Missouri
$358K -$333K -4,470 -48%
CL
64
Choreo LLC
Illinois
$354K -$447K -5,993 -56%
FHA
65
First Horizon Advisors
Tennessee
$349K – – –
CBFP
66
Cedar Brook Financial Partners
Ohio
$346K -$149 -2 -0%
SWP
67
Stratos Wealth Partners
Ohio
$335K +$7.38K +99 +2%
FMN
68
Financial Management Network
California
$304K -$116K -1,610 -28%
KL
69
KilterHowling LLC
Colorado
$287K +$1.12K +15 +0.4%
CT
70
Coastline Trust
Rhode Island
$282K – – –
IWC
71
Integrated Wealth Concepts
Massachusetts
$277K -$52.2K -701 -16%
Lido Advisors
72
Lido Advisors
California
$266K +$75 +1 +0%
OCM
73
One Capital Management
California
$258K – – –
KAS
74
Kestra Advisory Services
Texas
$257K – – –
PI
75
PFG Investments
New York
$253K -$3.58K -48 -1%
1 2
3
4 5