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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

109 hedge funds and large institutions have $126M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$11.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$1.34M
3
RBA
3
Richard Bernstein Advisors
New York
$1.32M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.36M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.94M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.97M
5
Jane Street
5
Jane Street
New York
$2.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
76
Concord Wealth Partners
Virginia
$107K +$51.2K +642 +92%
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$105K -$198K -2,490 -65%
HI
78
Harbour Investments
Wisconsin
$97K +$97K +1,215 New
COCM
79
Charter Oak Capital Management
New Hampshire
$80K – – –
FWP
80
FAS Wealth Partners
Kansas
$79K +$796 +10 +1%
MWM
81
Mascoma Wealth Management
New Hampshire
$75K – – –
US Bancorp
82
US Bancorp
Minnesota
$50K – – –
FP
83
Financial Perspectives
Minnesota
$44.2K +$399 +5 +0.9%
SWM
84
SeaCrest Wealth Management
New York
$42K +$42K +520 New
CMBA
85
C.M. Bidwell & Associates
Hawaii
$38K – – –
Fidelity Investments
86
Fidelity Investments
Massachusetts
$30K – – –
PA
87
PSI Advisors
Florida
$28K – – –
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$27K -$18K -223 -40%
4FG
89
4Thought Financial Group
New York
$23K +$399 +5 +2%
FF
90
FourThought Financial
Florida
$22K – – –
CPFP
91
Clear Perspectives Financial Planning
Ohio
$19K -$16.2K -200 -46%
SWM
92
Spire Wealth Management
Virginia
$14K +$162 +2 +1%
FRA
93
Front Row Advisors
California
$12K – – –
GT
94
Glenmede Trust
Pennsylvania
$11K +$11K +146 New
JGCM
95
Joseph Group Capital Management
Ohio
$10K – – –
MFAM
96
M Financial Asset Management
Oregon
$10K – – –
GWSG
97
GPS Wealth Strategies Group
Colorado
$8K – – –
CCM
98
Covington Capital Management
California
$8K – – –
GRP
99
Global Retirement Partners
California
$8K +$78 +1 +1%
FCG
100
Financial Connections Group
California
$7K – – –
1 2 3
4
5