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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $142M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$251K -$18K -242 -7%
EFH
77
Eaton Financial Holdings
Florida
$243K -$2.09K -28 -0.9%
OAM
78
Oppenheimer Asset Management
New York
$233K +$24.7K +332 +12%
PAG
79
Private Advisor Group
New Jersey
$213K -$14.9K -200 -7%
KWM
80
Kingsview Wealth Management
Oregon
$210K +$2.91K +39 +1%
PA
81
PFG Advisors
Arizona
$203K -$12.6K -169 -6%
AssetMark Inc
82
AssetMark Inc
California
$119K -$8.94K -120 -7%
TLA
83
Tanglewood Legacy Advisors
Texas
$104K
LFASL
84
Lugano Financial Advisors SA (LFA)
Switzerland
$93.2K
RFG
85
RFP Financial Group
Georgia
$82.9K
AF
86
Advisornet Financial
Minnesota
$56.7K +$56.7K +761 New
FP
87
Financial Perspectives
Minnesota
$45.8K
JEST
88
JTC Employer Solutions Trustee
Jersey
$38K
CMBA
89
C.M. Bidwell & Associates
Hawaii
$35K
HI
90
Harbour Investments
Wisconsin
$33K -$31.8K -427 -49%
NS
91
NBC Securities
Alabama
$32K +$32K +437 New
CAL
92
Capital Analysts LLC
Pennsylvania
$30K +$30K +398 New
FWP
93
FAS Wealth Partners
Kansas
$29.8K
GWM
94
Geneos Wealth Management
Colorado
$29.2K
CFGS
95
Concourse Financial Group Securities
Alabama
$26.1K
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$26K +$26K +349 New
MWM
97
Mascoma Wealth Management
New Hampshire
$24.3K
4FG
98
4Thought Financial Group
New York
$18.1K -$149 -2 -0.8%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$15.7K +$15K +201 +2,010%
SWM
100
Spire Wealth Management
Virginia
$13.1K