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iShares MSCI Global Sustainable Development Goals ETF

100 hedge funds and large institutions have $162M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

20% more funds holding

Funds holding: 83100 (+17)

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.02% less ownership

Funds ownership: 45.41%37.38% (-8%)

Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
44
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$59K +$60.3K +625 New
Citigroup
77
Citigroup
New York
$48K +$20.1K +208 +70%
AF
78
Advisornet Financial
Minnesota
$43K
CPFP
79
Clear Perspectives Financial Planning
Ohio
$41K
HPC
80
HM Payson & Co
Maine
$39K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$36K -$26.9K -279 -42%
GRP
82
Global Retirement Partners
California
$28K +$28.9K +300 New
FPW
83
Flagship Private Wealth
Massachusetts
$26.8K
FF
84
FourThought Financial
Florida
$25K
SFS
85
Sowell Financial Services
Arkansas
$24K -$28.9K -300 -55%
4FG
86
4Thought Financial Group
New York
$24K +$24.2K +251 New
SIS
87
Sound Income Strategies
Florida
$21.6K +$22K +228 New
MAM
88
McCarthy Asset Management
California
$19K +$18.9K +196 New
CMBA
89
C.M. Bidwell & Associates
Hawaii
$19K +$19.7K +204 New
CCM
90
Covington Capital Management
California
$17K +$2.41K +25 +17%
LWM
91
Liberty Wealth Management
California
$16K
SWM
92
Spire Wealth Management
Virginia
$16K +$16.3K +169 New
APA
93
American Portfolios Advisors
New York
$14.5K
FRA
94
Front Row Advisors
California
$14K +$14.5K +150 New
GWSG
95
GPS Wealth Strategies Group
Colorado
$8K +$9.07K +94 New
JCM
96
Jacobi Capital Management
Pennsylvania
$5K +$4.82K +50 New
DTIM
97
Danda Trouve Investment Management
Kansas
$3K
BWL
98
Bogart Wealth LLC
Virginia
$3K +$2.9K +30 New
BSG
99
Black Swift Group
Colorado
$3K +$3.28K +34 New
SWM
100
Sugarloaf Wealth Management
Georgia
$3 +$6.46K +67 +203%

SDG Hedge Fund Activity: Q1 2021 in Review

100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2021, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $6.02M.

  • 100 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2021, up from 83 in Q4 2020.
  • Funds reported $162M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2021 and 3 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.06M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2021 was Jane Street, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2021.