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iShares MSCI Global Sustainable Development Goals ETF

107 hedge funds and large institutions have $69.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 110107 (-3)

2.82% less ownership

Funds ownership: 42.77%39.95% (-2.8%)

19% less capital invested

Capital invested by funds: $85.8M → $69.5M (-$16.4M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$315K +$319K +4,346 New
AAS
52
Ameritas Advisory Services
Nebraska
$297K
TC
53
TownSquare Capital
Utah
$292K
WSWA
54
Warren Street Wealth Advisors
California
$292K
OAM
55
Oppenheimer Asset Management
New York
$290K +$42.6K +580 +17%
KWM
56
Kingsview Wealth Management
Oregon
$288K -$4.04K -55 -1%
EFH
57
Eaton Financial Holdings
Florida
$254K +$14.5K +198 +6%
HFA
58
Highland Financial Advisors
New Jersey
$241K +$21.1K +287 +9%
GBWM
59
Granite Bay Wealth Management
New Hampshire
$239K -$22K -300 -8%
FHA
60
First Horizon Advisors
Tennessee
$234K -$106K -1,442 -31%
Wealthfront Advisers
61
Wealthfront Advisers
California
$232K +$235K +3,200 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$231K -$2.35K -32 -1%
Raymond James Financial
63
Raymond James Financial
Florida
$229K -$83.3K -1,135 -26%
BDFN
64
Bond & Devick Financial Network
Minnesota
$228K -$397K -5,413 -63%
PI
65
PFG Investments
New York
$206K -$23.1K -315 -10%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$131K +$41.1K +560 +45%
AssetMark Inc
67
AssetMark Inc
California
$101K -$5.8K -79 -5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$89.5K -$20.6K -280 -18%
TLA
69
Tanglewood Legacy Advisors
Texas
$68.8K
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$60.4K
B
71
Birchbrook
Maine
$59.3K +$4.55K +62 +8%
DF
72
Dunhill Financial
United Kingdom
$57.1K -$587 -8 -1%
FP
73
Financial Perspectives
Minnesota
$45.8K
CFO
74
CVA Family Office
Colorado
$45.2K
JEST
75
JTC Employer Solutions Trustee
Jersey
$37K

SDG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2025, worth a combined $69.5M — down 19% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 25 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Mission Wealth Management, cutting an estimated $6.89M.

  • 107 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $69.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.58M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2025 was Mission Wealth Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.