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iShares MSCI Global Sustainable Development Goals ETF
SDG

98 hedge funds and large institutions have $69.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $65M → $69.4M (+$4.33M)

3% more funds holding

Funds holding: 95 → 98 (+3)

0.78% more ownership

Funds ownership: 38.95% → 39.73% (+0.78%)

44% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 32

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.69M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$696K
3
Osaic Holdings
Osaic Holdings
Arizona
+$587K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$379K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$316K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.74M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$934K
3
Bank of America
Bank of America
North Carolina
-$597K
4
UBS Group
UBS Group
Switzerland
-$267K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
51
First Horizon Corporation
Tennessee
$269K +$260K +3,236 New
BDFN
52
Bond & Devick Financial Network
Minnesota
$262K – – –
IWC
53
Integrated Wealth Concepts
Massachusetts
$253K +$3.85K +48 +2%
KWM
54
Kingsview Wealth Management
Oregon
$251K -$2.17K -27 -0.9%
GBWM
55
Granite Bay Wealth Management
New Hampshire
$250K – – –
PI
56
PFG Investments
New York
$225K – – –
AAM
57
Ameraudi Asset Management
New York
$208K +$201K +2,500 New
G
58
GenTrust
Florida
$208K +$201K +2,500 New
MWM
59
Mission Wealth Management
California
$204K +$197K +2,454 New
LFASL
60
Lugano Financial Advisors SA (LFA)
Switzerland
$151K – – –
AWM
61
AE Wealth Management
Kansas
$130K +$92.4K +1,151 +282%
AssetMark Inc
62
AssetMark Inc
California
$108K -$883 -11 -0.8%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$99.2K -$4.01K -50 -4%
WAM
64
WFA Asset Management
Wisconsin
$82.6K -$6.5K -81 -8%
TLA
65
Tanglewood Legacy Advisors
Texas
$79K – – –
Jones Financial Companies
66
Jones Financial Companies
Missouri
$77.2K -$321 -4 -0.4%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$69.5K – – –
B
68
Birchbrook
Maine
$67.1K – – –
ASN
69
Advisory Services Network
Georgia
$63.5K +$61.3K +763 New
CFO
70
CVA Family Office
Colorado
$54.3K – – –
FP
71
Financial Perspectives
Minnesota
$53.2K – – –
DF
72
Dunhill Financial
United Kingdom
$45.2K -$17.6K -219 -29%
JEST
73
JTC Employer Solutions Trustee
Jersey
$42K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$33.3K -$1.04K -13 -3%
AG
75
AmeriFlex Group
Nevada
$30.3K +$14.5K +181 +99%
1 2
3
4 5

SDG Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2025, worth a combined $69.4M — up 6.7% from $65M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDG positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $1.69M. The largest seller was Flow Traders U.S., cutting an estimated $2.74M.

  • 98 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $69.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2025 was Jane Street, an estimated $1.69M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2025 was Flow Traders U.S., an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.