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iShares MSCI Global Sustainable Development Goals ETF
SDG

112 hedge funds and large institutions have $171M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

12% more funds holding

Funds holding: 100 → 112 (+12)

5% more capital invested

Capital invested by funds: $162M → $171M (+$8.7M)

3.71% less ownership

Funds ownership: 37.38% → 33.68% (-3.7%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
42
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.25M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.24M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.15M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.18M
5
Morgan Stanley
Morgan Stanley
New York
+$852K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$3.64M
2
FP
Financial Perspectives
Minnesota
-$2.73M
3
AWP
Abacus Wealth Partners
California
-$2.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.32M
5
FIG
FundX Investment Group
California
-$2.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
76
Carroll Financial Associates
North Carolina
$133K +$131K +1,345 New
HI
77
Harbour Investments
Wisconsin
$129K -$89K -914 -41%
FWP
78
FAS Wealth Partners
Kansas
$126K +$584 +6 +0.5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$101K +$12.6K +129 +14%
APA
80
American Portfolios Advisors
New York
$88.1K +$71.5K +734 +480%
AC
81
Arjuna Capital
North Carolina
$88K – – –
ASN
82
Advisory Services Network
Georgia
$84K +$82.4K +846 New
CWP
83
Concord Wealth Partners
Virginia
$70K – – –
US Bancorp
84
US Bancorp
Minnesota
$63K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$62K – – –
CFD
86
Creative Financial Designs
Indiana
$52K +$50.6K +519 New
TWM
87
Tradition Wealth Management
Minnesota
$50K +$48.9K +502 New
Citigroup
88
Citigroup
New York
$45K -$4.87K -50 -10%
AF
89
Advisornet Financial
Minnesota
$45K – – –
CPFP
90
Clear Perspectives Financial Planning
Ohio
$43K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$38K – – –
LWM
92
Liberty Wealth Management
California
$36K +$18.9K +194 +114%
FP
93
Financial Perspectives
Minnesota
$35K -$2.73M -28,043 -99%
GRP
94
Global Retirement Partners
California
$30K – – –
MAM
95
McCarthy Asset Management
California
$29K +$9.06K +93 +47%
FPW
96
Flagship Private Wealth
Massachusetts
$27.6K +$97 +1 +0.4%
FF
97
FourThought Financial
Florida
$27K – – –
4FG
98
4Thought Financial Group
New York
$27K +$1.56K +16 +6%
CMBA
99
C.M. Bidwell & Associates
Hawaii
$20K – – –
CCM
100
Covington Capital Management
California
$17K – – –
1 2 3
4
5

SDG Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2021, worth a combined $171M — up 5.4% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 6 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.25M. The largest seller was Bank of America, cutting an estimated $3.64M.

  • 112 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $171M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2021 and 6 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2021 was Jane Street, an estimated $4.25M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2021 was Bank of America, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2021.