iShares MSCI Global Sustainable Development Goals ETF
SDG
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.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
47% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 32
18% more capital invested
Capital invested by funds: $125M → $147M (+$22M)
11% more funds holding
Funds holding: 112 → 124 (+12)
1.26% more ownership
Funds ownership: 32.98% → 34.24% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.33M |
| 2 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
+$2.33M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.47M |
| 4 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$1.4M |
| 5 |
Morgan Stanley
New York
|
+$1.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.22M |
| 2 |
Jane Street
New York
|
-$3.73M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$521K |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$312K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$289K |
SDG Hedge Fund Activity: Q4 2022 in Review
124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2022, worth a combined $147M — up 18% from $125M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SDG positions and 5 closed out — a net gain of 16 holders — while 47 added to existing stakes and 32 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.33M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $5.22M.
- 124 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2022, up from 112 in Q3 2022.
- Funds reported $147M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2022, up 18% quarter-over-quarter.
- 21 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2022 and 5 closed out, a net change of +16 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $3.33M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2022 was Carson Wealth (CWM LLC), an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2022.