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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.45M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.18M
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$747K
5
OMC
5
Old Mission Capital
Illinois
$446K

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$107K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$748K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$427K +$33.2K +422 +8%
CAN
52
Cetera Advisor Networks
California
$420K +$18.9K +240 +5%
PSA
53
Plum Street Advisors
Louisiana
$410K +$23.4K +276 +6%
AF
54
Allworth Financial
California
$402K – – –
WSWA
55
Warren Street Wealth Advisors
California
$391K -$12.8K -163 -3%
BC
56
Brio Consultants
California
$387K -$1.89K -24 -0.5%
FHA
57
First Horizon Advisors
Tennessee
$368K – – –
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$361K -$462K -5,877 -56%
CBFP
59
Cedar Brook Financial Partners
Ohio
$348K – – –
Creative Planning
60
Creative Planning
Kansas
$341K -$212K -2,699 -38%
SWP
61
Stratos Wealth Partners
Ohio
$334K -$4.88K -62 -1%
KL
62
KilterHowling LLC
Colorado
$328K -$551 -7 -0.2%
CL
63
Choreo LLC
Illinois
$305K -$31.4K -399 -9%
RG
64
Rathbones Group
United Kingdom
$293K -$3.23K -41 -1%
IWC
65
Integrated Wealth Concepts
Massachusetts
$291K +$3.3K +42 +1%
PI
66
PFG Investments
New York
$275K +$275K +3,500 New
KAS
67
Kestra Advisory Services
Texas
$266K – – –
RJA
68
Raymond James & Associates
Florida
$265K +$8.27K +105 +3%
EFH
69
Eaton Financial Holdings
Florida
$255K – – –
OCM
70
One Capital Management
California
$247K -$24.6K -313 -9%
PAG
71
Private Advisor Group
New Jersey
$244K -$6.45K -82 -3%
OAM
72
Oppenheimer Asset Management
New York
$241K -$16.5K -209 -6%
NA
73
NewEdge Advisors
Louisiana
$230K +$230K +2,924 New
CWP
74
Concord Wealth Partners
Virginia
$220K +$112K +1,423 +104%
KWM
75
Kingsview Wealth Management
Oregon
$217K +$6.3K +80 +3%
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3
4 5