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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.45%
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
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$5.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$659K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$528K
4
WAM
4
WFA Asset Management
Wisconsin
$570K
5
GS
5
GTS Securities
New York
$448K

Top Sellers

1
MWM
1
Mission Wealth Management
California
$1.01M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.93M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$402K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.28M
5
NA
5
NewEdge Advisors
Louisiana
$830K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$315K 4,346 +4,346 New
AAS
52
Ameritas Advisory Services
Nebraska
$297K 4,108 – –
TC
53
TownSquare Capital
Utah
$292K 4,028 – –
WSWA
54
Warren Street Wealth Advisors
California
$292K 4,028 – –
OAM
55
Oppenheimer Asset Management
New York
$290K 4,012 +580 +17%
KWM
56
Kingsview Wealth Management
Oregon
$288K 3,981 -55 -1%
EFH
57
Eaton Financial Holdings
Florida
$254K 3,503 +198 +6%
HFA
58
Highland Financial Advisors
New Jersey
$241K 3,333 +287 +9%
GBWM
59
Granite Bay Wealth Management
New Hampshire
$239K 3,300 -300 -8%
FHA
60
First Horizon Advisors
Tennessee
$234K 3,236 -1,442 -31%
Wealthfront Advisers
61
Wealthfront Advisers
California
$232K 3,200 +3,200 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$231K 3,195 -32 -1%
Raymond James Financial
63
Raymond James Financial
Florida
$229K 3,169 -1,135 -26%
BDFN
64
Bond & Devick Financial Network
Minnesota
$228K 3,153 -5,413 -63%
PI
65
PFG Investments
New York
$206K 2,852 -315 -10%
LFASL
66
Lugano Financial Advisors SA (LFA)
Switzerland
$131K 1,810 +560 +45%
AssetMark Inc
67
AssetMark Inc
California
$101K 1,395 -79 -5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$89.5K 1,236 -280 -18%
TLA
69
Tanglewood Legacy Advisors
Texas
$68.8K 950 – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$60.4K 835 – –
B
71
Birchbrook
Maine
$59.3K 819 +62 +8%
DF
72
Dunhill Financial
United Kingdom
$57.1K 788 -8 -1%
FP
73
Financial Perspectives
Minnesota
$45.8K 633 – –
CFO
74
CVA Family Office
Colorado
$45.2K 625 – –
JEST
75
JTC Employer Solutions Trustee
Jersey
$37K 508 – –
1 2
3
4 5