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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
28
Reduced
46
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PSA
51
Plum Street Advisors
Louisiana
$363K
MHS
52
M Holdings Securities
Oregon
$352K +$352K +4,692 New
FHA
53
First Horizon Advisors
Tennessee
$351K
WSWA
54
Warren Street Wealth Advisors
California
$335K -$37.2K -495 -10%
SWP
55
Stratos Wealth Partners
Ohio
$334K +$15.5K +207 +5%
SEIA
56
Signature Estate & Investment Advisors
California
$318K +$318K +4,243 New
KWM
57
Kingsview Wealth Management
Oregon
$317K +$110K +1,469 +53%
KL
58
KilterHowling LLC
Colorado
$303K -$9.61K -128 -3%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$301K -$43.2K -576 -13%
CL
60
Choreo LLC
Illinois
$301K +$9.83K +131 +3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$287K +$8.86K +118 +3%
OAM
62
Oppenheimer Asset Management
New York
$281K +$50.4K +672 +22%
RG
63
Rathbones Group
United Kingdom
$279K -$375 -5 -0.1%
PI
64
PFG Investments
New York
$263K +$225 +3 +0.1%
KAS
65
Kestra Advisory Services
Texas
$257K +$2.7K +36 +1%
WF
66
Whelan Financial
California
$251K -$287K -3,817 -53%
AFP
67
Ausdal Financial Partners
Iowa
$245K -$244K -3,254 -50%
PAG
68
Private Advisor Group
New Jersey
$226K -$6.68K -89 -3%
JSW
69
Journey Strategic Wealth
New Jersey
$225K +$34.3K +457 +18%
OCM
70
One Capital Management
California
$222K -$13.8K -184 -6%
SWM
71
Silverlake Wealth Management
Vermont
$202K +$202K +2,694 New
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$120K -$1.51M -20,136 -93%
AssetMark Inc
73
AssetMark Inc
California
$119K -$150 -2 -0.1%
LFASL
74
Lugano Financial Advisors SA (LFA)
Switzerland
$93.8K
RFG
75
RFP Financial Group
Georgia
$83.5K