We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $161M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4.39% less ownership

Funds ownership: 38.58% → 34.18% (-4.4%)

10% less funds holding

Funds holding: 126 → 114 (-12)

22% less capital invested

Capital invested by funds: $207M → $161M (-$46M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
114
Holders Change
-12
Holders Change %
-9.52%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
35
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
3
MWM
Mission Wealth Management
California
+$1.15M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.07M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$716K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14.3M
2
HGWM
Harvest Group Wealth Management
Massachusetts
-$7.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.1M
4
Bank of America
Bank of America
North Carolina
-$2.88M
5
SC
Sepio Capital
Utah
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$209K -$1.18M -13,712 -85%
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$200K – – –
APA
78
American Portfolios Advisors
New York
$189K – – –
BWM
79
BerganKDV Wealth Management
Minnesota
$173K – – –
MCC
80
Money Concepts Capital
Florida
$172K -$1.47K -17 -0.8%
MFG
81
Monumental Financial Group
Maryland
$147K +$149K +1,724 New
AssetMark Inc
82
AssetMark Inc
California
$133K -$34.6K -401 -20%
COCM
83
Charter Oak Capital Management
New Hampshire
$85K – – –
FWP
84
FAS Wealth Partners
Kansas
$84K – – –
MWM
85
Mascoma Wealth Management
New Hampshire
$80K +$60.7K +703 +297%
CWP
86
Concord Wealth Partners
Virginia
$60K – – –
US Bancorp
87
US Bancorp
Minnesota
$54K – – –
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$48K +$30.4K +352 +172%
FP
89
Financial Perspectives
Minnesota
$46.7K +$16.6K +192 +54%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$40K – – –
CPFP
91
Clear Perspectives Financial Planning
Ohio
$37K – – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$32K -$173 -2 -0.5%
TRCT
93
Tower Research Capital (TRC)
New York
$31K +$31.5K +365 New
PA
94
PSI Advisors
Florida
$30K – – –
T
95
TCWP
Ohio
$27K +$27.4K +317 New
MAM
96
McCarthy Asset Management
California
$25K – – –
4FG
97
4Thought Financial Group
New York
$24K -$518 -6 -2%
FF
98
FourThought Financial
Florida
$23K – – –
HCP
99
Hexagon Capital Partners
Arkansas
$19K – – –
Wells Fargo
100
Wells Fargo
California
$19K +$19K +220 New
2 3
4
5 6

SDG Hedge Fund Activity: Q1 2022 in Review

114 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2022, worth a combined $161M — down 22% from $207M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SDG and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 35 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $14.3M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2022, down from 126 in Q4 2021.
  • Funds reported $161M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $4.96M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2022 was Jane Street, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2022.