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iShares MSCI Global Sustainable Development Goals ETF

126 hedge funds and large institutions have $207M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

63% more capital invested

Capital invested by funds: $127M → $207M (+$80M)

15.86% more ownership

Funds ownership: 22.72%38.58% (+16%)

9% more funds holding

Funds holding: 116126 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
45
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Merriman Wealth Management
Washington
$232K
M&T Bank
77
M&T Bank
New York
$232K
KM
78
Kalos Management
Georgia
$228K +$18.3K +196 +9%
AAM
79
Ameraudi Asset Management
New York
$227K
RG
80
Rathbones Group
United Kingdom
$227K +$234K +2,500 New
PG
81
Patten Group
Tennessee
$220K -$69.4K -742 -23%
G
82
GenTrust
Florida
$218K
EH
83
Equitable Holdings
New York
$217K -$20.2K -216 -8%
BRWA
84
B. Riley Wealth Advisors
Florida
$214K -$1.5K -16 -0.7%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$212K +$1.59K +17 +0.7%
APA
86
American Portfolios Advisors
New York
$201K +$104K +1,111 +101%
BWM
87
BerganKDV Wealth Management
Minnesota
$184K
MCC
88
Money Concepts Capital
Florida
$184K +$190K +2,031 New
AssetMark Inc
89
AssetMark Inc
California
$178K -$162K -1,732 -47%
CFA
90
Carroll Financial Associates
North Carolina
$151K
NFG
91
Next Financial Group
Texas
$133K -$12K -128 -8%
HI
92
Harbour Investments
Wisconsin
$113K -$12.7K -136 -10%
COCM
93
Charter Oak Capital Management
New Hampshire
$91K
FWP
94
FAS Wealth Partners
Kansas
$89K -$26.7K -285 -22%
AC
95
Arjuna Capital
North Carolina
$79K
CWP
96
Concord Wealth Partners
Virginia
$64K
US Bancorp
97
US Bancorp
Minnesota
$57K
CFGS
98
Concourse Financial Group Securities
Alabama
$56K
CMBA
99
C.M. Bidwell & Associates
Hawaii
$43K
AF
100
Advisornet Financial
Minnesota
$41K

SDG Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2021, worth a combined $207M — up 63% from $127M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDG positions and 13 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $16.4M. The largest seller was Old Mission Capital, cutting an estimated $10.2M.

  • 126 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $207M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2021, up 63% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2021 was Jane Street, an estimated $16.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2021 was Old Mission Capital, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.