iShares MSCI Global Sustainable Development Goals ETF
SDG
83 hedge funds and large institutions have $144M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.
833% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 13
41% more funds holding
Funds holding: 59 → 83 (+24)
31% more capital invested
Capital invested by funds: $110M → $144M (+$34.1M)
7.43% less ownership
Funds ownership: 52.84% → 45.41% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$4.37M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.36M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.81M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.03M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$843K |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$741K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$268K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FP
76
Financial Perspectives
Minneapolis,
Minnesota
| $24K | +$86 | +1 | +0.4% |
|
|
IA
77
Inspire Advisors
Meridian,
Idaho
| $24K | +$22.1K | +257 | New |
|
|
LWM
78
Liberty Wealth Management
Oakland,
California
| $16K | +$14.6K | +170 | New |
|
|
APA
79
American Portfolios Advisors
Holbrook,
New York
| $14.3K | +$13.1K | +153 | New |
|
|
CCM
80
Covington Capital Management
Los Angeles,
California
| $14K | +$4.29K | +50 | +50% |
|
|
DTIM
81
Danda Trouve Investment Management
Prairie Village,
Kansas
| $3K | – | – | – |
|
|
SWM
82
Sugarloaf Wealth Management
Duluth,
Georgia
| $3K | – | – | – |
|
83
BlackRock
New York
| $1K | – | – | – |
|
|
RCS
84
Retirement Capital Strategies
San Jose,
California
| – | -$1.03M | -13,310 | Closed |
|
|
85
Mariner
Overland Park,
Kansas
| – | -$843K | -10,479 | Closed |
|
|
KAS
86
Kestra Advisory Services
Austin,
Texas
| – | -$200K | -30 | Closed |
|
SDG Hedge Fund Activity: Q4 2020 in Review
83 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2020, worth a combined $144M — up 31% from $110M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SDG positions and 3 closed out — a net gain of 25 holders — while 26 added to existing stakes and 13 trimmed.
The largest buyer was Jane Street, adding an estimated $4.37M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $1.03M sold.
- 83 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2020, up from 59 in Q3 2020.
- Funds reported $144M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2020, up 31% quarter-over-quarter.
- 28 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2020 and 3 closed out, a net change of +25 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2020 was Jane Street, an estimated $4.37M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2020 was Retirement Capital Strategies, an estimated $1.03M sold.
Based on aggregated 13F filings for Q4 2020.