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iShares MSCI Global Sustainable Development Goals ETF
SDG

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

35% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 31

3.57% less ownership

Funds ownership: 34.18% → 30.61% (-3.6%)

4% less funds holding

Funds holding: 114 → 109 (-5)

22% less capital invested

Capital invested by funds: $161M → $126M (-$34.6M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

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

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
+$2.08M
2
SHJ
Sharkey, Howes & Javer
Colorado
+$1.39M
3
RBA
Richard Bernstein Advisors
New York
+$1.36M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$771K
5
Morgan Stanley
Morgan Stanley
New York
+$527K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$7.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$5.26M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.2M
5
Jane Street
Jane Street
New York
-$3.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
76
Concord Wealth Partners
Virginia
$107K +$52.9K +642 +92%
LFASL
77
Lugano Financial Advisors SA (LFA)
Switzerland
$105K -$205K -2,490 -65%
HI
78
Harbour Investments
Wisconsin
$97K +$100K +1,215 New
COCM
79
Charter Oak Capital Management
New Hampshire
$80K – – –
FWP
80
FAS Wealth Partners
Kansas
$79K +$824 +10 +1%
MWM
81
Mascoma Wealth Management
New Hampshire
$75K – – –
US Bancorp
82
US Bancorp
Minnesota
$50K – – –
FP
83
Financial Perspectives
Minnesota
$44.2K +$412 +5 +0.9%
SWM
84
SeaCrest Wealth Management
New York
$42K +$42.9K +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 -$18.4K -223 -40%
4FG
89
4Thought Financial Group
New York
$23K +$412 +5 +2%
FF
90
FourThought Financial
Florida
$22K – – –
CPFP
91
Clear Perspectives Financial Planning
Ohio
$19K -$16.5K -200 -46%
SWM
92
Spire Wealth Management
Virginia
$14K +$165 +2 +1%
FRA
93
Front Row Advisors
California
$12K – – –
GT
94
Glenmede Trust
Pennsylvania
$11K +$12K +146 New
JGCM
95
Joseph Group Capital Management
Ohio
$10K – – –
MFAM
96
M Financial Asset Management
Oregon
$10K – – –
CCM
97
Covington Capital Management
California
$8K – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$8K – – –
GRP
99
Global Retirement Partners
California
$8K +$82 +1 +1%
FCG
100
Financial Connections Group
California
$7K – – –
1 2 3
4
5

SDG Hedge Fund Activity: Q2 2022 in Review

109 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2022, worth a combined $126M — down 22% from $161M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SDG and 9 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 42 added.

The largest buyer was Mission Wealth Management, adding an estimated $2.08M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $7.5M.

  • 109 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2022, down from 114 in Q1 2022.
  • Funds reported $126M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 9 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2022 and 14 closed out, a net change of -5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2022 was Mission Wealth Management, an estimated $2.08M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $7.5M sold.

Based on aggregated 13F filings for Q2 2022.