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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
48
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PI
76
PFG Investments
New York
$273K +$158 +2 +0.1%
EFH
77
Eaton Financial Holdings
Florida
$260K +$2.21K +28 +0.9%
SFP
78
Sandbox Financial Partners
Maryland
$249K +$2.13K +27 +0.9%
PAG
79
Private Advisor Group
New Jersey
$242K -$20.2K -256 -8%
CA
80
Cetera Advisors
Colorado
$234K +$234K +2,954 New
PA
81
PFG Advisors
Arizona
$228K -$68K -860 -23%
OAM
82
Oppenheimer Asset Management
New York
$221K +$6.01K +76 +3%
KWM
83
Kingsview Wealth Management
Oregon
$219K -$15.1K -191 -6%
BWM
84
BerganKDV Wealth Management
Minnesota
$161K
AssetMark Inc
85
AssetMark Inc
California
$136K -$20.6K -260 -13%
TLA
86
Tanglewood Legacy Advisors
Texas
$111K
LFASL
87
Lugano Financial Advisors SA (LFA)
Switzerland
$98.8K
RFG
88
RFP Financial Group
Georgia
$87.9K
HI
89
Harbour Investments
Wisconsin
$68.7K -$2.53K -32 -4%
FP
90
Financial Perspectives
Minnesota
$48.6K +$395 +5 +0.8%
JEST
91
JTC Employer Solutions Trustee
Jersey
$40K
CMBA
92
C.M. Bidwell & Associates
Hawaii
$37.2K
FWP
93
FAS Wealth Partners
Kansas
$31.6K +$237 +3 +0.8%
GWM
94
Geneos Wealth Management
Colorado
$31K
CFGS
95
Concourse Financial Group Securities
Alabama
$27.7K
MWM
96
Mascoma Wealth Management
New Hampshire
$26.2K -$49.3K -614 -65%
4FG
97
4Thought Financial Group
New York
$19.4K -$1.5K -19 -7%
SWM
98
Spire Wealth Management
Virginia
$13.9K +$79 +1 +0.6%
CTWM
99
Cherry Tree Wealth Management
Minnesota
$12.7K +$12.7K +161 New
FRA
100
Front Row Advisors
California
$12K