iShares MSCI Global Sustainable Development Goals ETF
SDG
122 hedge funds and large institutions have $156M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $142M → $156M (+$13.7M)
7% more funds holding
Funds holding: 114 → 122 (+8)
4.2% more ownership
Funds ownership: 40.88% → 45.08% (+4.2%)
20% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$5.38M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.21M |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$2.66M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.32M |
| 5 |
JP Morgan Chase
New York
|
+$1.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.87M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.18M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.72M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.65M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.36M |
SDG Hedge Fund Activity: Q4 2023 in Review
122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2023, worth a combined $156M — up 9.6% from $142M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new SDG positions and 9 closed out — a net gain of 10 holders — while 35 added to existing stakes and 44 trimmed.
The largest buyer was Jane Street, adding an estimated $5.38M. The largest seller was Ameriprise, cutting an estimated $4.87M.
- 122 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $156M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
- 19 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2023 was Jane Street, an estimated $5.38M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2023 was Ameriprise, an estimated $4.87M sold.
Based on aggregated 13F filings for Q4 2023.