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iShares MSCI Global Sustainable Development Goals ETF

123 hedge funds and large institutions have $153M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$283K +$283K +3,579 New
SHJ
77
Sharkey, Howes & Javer
Colorado
$276K -$295K -3,725 -52%
FHC
78
First Heartland Consultants
Missouri
$275K +$47.5K +600 +21%
OCM
79
One Capital Management
California
$274K -$31.7K -400 -10%
PI
80
PFG Investments
New York
$273K +$273K +3,446 New
KAS
81
Kestra Advisory Services
Texas
$263K +$263K +3,317 New
PAG
82
Private Advisor Group
New Jersey
$262K +$262K +3,315 New
EFH
83
Eaton Financial Holdings
Florida
$258K -$62.2K -785 -19%
FTUS
84
Flow Traders U.S.
New York
$254K +$254K +3,205 New
MIH
85
Meitav Investment House
Israel
$247K +$247K +3,133 New
SFP
86
Sandbox Financial Partners
Maryland
$247K -$82.2K -1,038 -25%
KWM
87
Kingsview Wealth Management
Oregon
$235K -$6.41K -81 -3%
OAM
88
Oppenheimer Asset Management
New York
$215K -$13.1K -166 -6%
HighTower Advisors
89
HighTower Advisors
Illinois
$214K
IWC
90
Integrated Wealth Concepts
Massachusetts
$204K +$204K +2,575 New
HIIFS
91
Harel Insurance Investments & Financial Services
Israel
$175K +$175K +2,205 New
MFG
92
Monumental Financial Group
Maryland
$161K +$161K +2,037 New
BWM
93
BerganKDV Wealth Management
Minnesota
$161K
AssetMark Inc
94
AssetMark Inc
California
$157K -$1.43K -18 -0.9%
TLA
95
Tanglewood Legacy Advisors
Texas
$111K
LFASL
96
Lugano Financial Advisors SA (LFA)
Switzerland
$99K
RFG
97
RFP Financial Group
Georgia
$88.1K
MWM
98
Mascoma Wealth Management
New Hampshire
$75.7K
HI
99
Harbour Investments
Wisconsin
$71.4K
FP
100
Financial Perspectives
Minnesota
$48.3K +$4.12K +52 +9%