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iShares MSCI Global Sustainable Development Goals ETF

101 hedge funds and large institutions have $64.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 98101 (+3)

0.26% less ownership

Funds ownership: 39.73%39.46% (-0.26%)

7% less capital invested

Capital invested by funds: $69.4M → $64.8M (-$4.54M)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
51
First Horizon Corporation
Tennessee
$273K
BDFN
52
Bond & Devick Financial Network
Minnesota
$267K +$1.52K +18 +0.6%
IWC
53
Integrated Wealth Concepts
Massachusetts
$265K +$8.69K +103 +3%
GBWM
54
Granite Bay Wealth Management
New Hampshire
$253K
KWM
55
Kingsview Wealth Management
Oregon
$249K -$4.3K -51 -2%
PI
56
PFG Investments
New York
$227K
Wealthfront Advisers
57
Wealthfront Advisers
California
$222K +$222K +2,630 New
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$212K +$60.1K +712 +39%
AAM
59
Ameraudi Asset Management
New York
$211K
G
60
GenTrust
Florida
$211K
MWM
61
Mission Wealth Management
California
$207K +$84 +1 +0%
HFA
62
Highland Financial Advisors
New Jersey
$206K +$206K +2,441 New
Jones Financial Companies
63
Jones Financial Companies
Missouri
$166K +$86.5K +1,025 +109%
KAS
64
Kestra Advisory Services
Texas
$126K +$126K +1,499 New
AssetMark Inc
65
AssetMark Inc
California
$106K -$3.37K -40 -3%
GFA
66
Godfrey Financial Associates
New York
$94.1K +$94.2K +1,117 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$87.3K -$13.1K -155 -13%
TLA
68
Tanglewood Legacy Advisors
Texas
$80K
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$70.3K
B
70
Birchbrook
Maine
$67.9K
CFO
71
CVA Family Office
Colorado
$55K
FP
72
Financial Perspectives
Minnesota
$46.4K -$7.59K -90 -14%
DF
73
Dunhill Financial
United Kingdom
$44.4K -$1.26K -15 -3%
JEST
74
JTC Employer Solutions Trustee
Jersey
$43K
IAIM
75
International Assets Investment Management
Florida
$39.9K +$40K +474 New

SDG Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2025, worth a combined $64.8M — down 6.5% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $742K. The largest seller was Flow Traders U.S., cutting an estimated $1.94M.

  • 101 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $64.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2025 was Aspiriant LLC, an estimated $742K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2025 was Flow Traders U.S., an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2025.