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iShares MSCI Global Sustainable Development Goals ETF
SDG

102 hedge funds and large institutions have $66.6M invested in iShares MSCI Global Sustainable Development Goals ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1.21% more ownership

Funds ownership: 39.46% → 40.68% (+1.2%)

3% more capital invested

Capital invested by funds: $64.8M → $66.6M (+$1.81M)

1% more funds holding

Funds holding: 101 → 102 (+1)

22% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 37

Holders
102
Holders Change
+1
Holders Change %
+0.99%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
Flow Traders U.S.
New York
+$2.29M
2
Jane Street
Jane Street
New York
+$876K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$605K
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$539K
5
Raymond James Financial
Raymond James Financial
Florida
+$246K

Top Sellers

1
MWM
Modera Wealth Management
New Jersey
-$419K
2
DAS
Dynamic Advisor Solutions
Arizona
-$334K
3
FHC
First Horizon Corporation
Tennessee
-$273K
4
Bank of America
Bank of America
North Carolina
-$249K
5
G
GenTrust
Florida
-$211K
Name Holding Trade Value Shares
Change 		Change in
Stake
GBWM
51
Granite Bay Wealth Management
New Hampshire
$252K – – –
Raymond James Financial
52
Raymond James Financial
Florida
$243K +$246K +2,899 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$238K -$26.7K -314 -10%
MWM
54
Mission Wealth Management
California
$235K +$29.3K +345 +14%
KWM
55
Kingsview Wealth Management
Oregon
$235K -$14.3K -168 -6%
HFA
56
Highland Financial Advisors
New Jersey
$229K +$24K +283 +12%
PI
57
PFG Investments
New York
$227K – – –
LFASL
58
Lugano Financial Advisors SA (LFA)
Switzerland
$212K – – –
AAM
59
Ameraudi Asset Management
New York
$210K – – –
Jones Financial Companies
60
Jones Financial Companies
Missouri
$208K +$49.5K +583 +30%
Wealthfront Advisers
61
Wealthfront Advisers
California
$205K -$16K -188 -7%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$126K +$39.4K +464 +45%
AssetMark Inc
63
AssetMark Inc
California
$102K -$4.25K -50 -4%
ASN
64
Advisory Services Network
Georgia
$94.4K +$95.6K +1,125 New
GFA
65
Godfrey Financial Associates
New York
$94.1K +$340 +4 +0.4%
TLA
66
Tanglewood Legacy Advisors
Texas
$79.8K – – –
B
67
Birchbrook
Maine
$71.4K +$3.82K +45 +6%
Wells Fargo
68
Wells Fargo
California
$71.2K +$50.8K +598 +239%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$70.1K – – –
CFO
70
CVA Family Office
Colorado
$58.9K +$4.16K +49 +8%
Russell Investments Group
71
Russell Investments Group
United Kingdom
$50.4K +$51K +600 New
TWC
72
TD Waterhouse Canada
Ontario, Canada
$49.2K +$49.6K +584 New
FP
73
Financial Perspectives
Minnesota
$46.2K – – –
JEST
74
JTC Employer Solutions Trustee
Jersey
$43K – – –
IAIM
75
International Assets Investment Management
Florida
$40.2K – – –
1 2
3
4 5

SDG Hedge Fund Activity: Q1 2026 in Review

102 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2026, worth a combined $66.6M — up 2.8% from $64.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 6 closed out — a net gain of 2 holders — while 29 added to existing stakes and 37 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $2.29M. The largest seller was Modera Wealth Management, cutting an estimated $419K.

  • 102 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2026, up from 101 in Q4 2025.
  • Funds reported $66.6M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2026, up 2.8% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2026 and 6 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2026 was Flow Traders U.S., an estimated $2.29M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2026 was Modera Wealth Management, an estimated $419K sold.

Based on aggregated 13F filings for Q1 2026.