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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

124 hedge funds and large institutions have $147M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
47
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.78M
2
BWP
2
BSW Wealth Partners
Colorado
$2.42M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.53M
4
TWM
4
Tolleson Wealth Management
Texas
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.35M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.1M
2
Jane Street
2
Jane Street
New York
$1.55M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
MWM
4
Mission Wealth Management
California
$10.8M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$287K +$79 +1 +0%
KL
77
KilterHowling LLC
Colorado
$266K +$2.92K +37 +1%
MWM
78
Merriman Wealth Management
Washington
$250K -$225K -2,854 -47%
CAMV
79
Concord Asset Management (Virginia)
Virginia
$243K +$243K +3,083 New
CT
80
Coastline Trust
Rhode Island
$243K +$243K +3,075 New
KWM
81
Kingsview Wealth Management
Oregon
$240K -$72.6K -920 -23%
OPS
82
Orion Portfolio Solutions
Nebraska
$237K +$237K +3,002 New
OAM
83
Oppenheimer Asset Management
New York
$227K -$473 -6 -0.2%
FHC
84
First Heartland Consultants
Missouri
$226K +$226K +2,868 New
HighTower Advisors
85
HighTower Advisors
Illinois
$213K +$213K +2,694 New
AFA
86
Arlington Financial Advisors
California
$204K +$204K +2,581 New
M&T Bank
87
M&T Bank
New York
$202K +$202K +2,560 New
BWM
88
BerganKDV Wealth Management
Minnesota
$160K – – –
MCC
89
Money Concepts Capital
Florida
$160K -$552 -7 -0.3%
AssetMark Inc
90
AssetMark Inc
California
$158K -$5.05K -64 -3%
TLA
91
Tanglewood Legacy Advisors
Texas
$110K +$110K +1,400 New
LFASL
92
Lugano Financial Advisors SA (LFA)
Switzerland
$98.6K – – –
RFG
93
RFP Financial Group
Georgia
$87.7K +$87.7K +1,112 New
NA
94
NewEdge Advisors
Louisiana
$80.5K +$80.5K +1,020 New
MWM
95
Mascoma Wealth Management
New Hampshire
$74.2K – – –
HI
96
Harbour Investments
Wisconsin
$71.1K -$24.8K -314 -26%
PA
97
Parallel Advisors
California
$62.8K +$55.5K +703 +764%
CA
98
Corrado Advisors
New Jersey
$62.5K +$62.5K +792 New
US Bancorp
99
US Bancorp
Minnesota
$49.7K – – –
FP
100
Financial Perspectives
Minnesota
$44K +$395 +5 +0.9%
2 3
4
5 6