SDG icon

iShares MSCI Global Sustainable Development Goals ETF

115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
31
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
76
First Heartland Consultants
Missouri
$213K -$53.4K -678 -20%
PA
77
PFG Advisors
Arizona
$206K -$7.71K -98 -4%
JSW
78
Journey Strategic Wealth
New Jersey
$200K +$200K +2,545 New
AssetMark Inc
79
AssetMark Inc
California
$125K -$264K -3,354 -68%
TLA
80
Tanglewood Legacy Advisors
Texas
$110K
FGAM
81
Financial Gravity Asset Management
Texas
$107K -$5.89M -73,263 -98%
LFASL
82
Lugano Financial Advisors SA (LFA)
Switzerland
$98.4K
RFG
83
RFP Financial Group
Georgia
$87.5K
DF
84
Dunhill Financial
United Kingdom
$62.3K -$8.26K -105 -12%
B
85
Birchbrook
Maine
$58.8K
FP
86
Financial Perspectives
Minnesota
$48.9K
CAL
87
Capital Analysts LLC
Pennsylvania
$41K
JEST
88
JTC Employer Solutions Trustee
Jersey
$40K
SPIA
89
Steward Partners Investment Advisory
New York
$39.4K +$39.4K +500 New
Wells Fargo
90
Wells Fargo
California
$37K +$37K +470 New
HI
91
Harbour Investments
Wisconsin
$35.6K +$788 +10 +2%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$27.5K
FWP
93
FAS Wealth Partners
Kansas
$23.9K
CFGS
94
Concourse Financial Group Securities
Alabama
$23.6K
CMBA
95
C.M. Bidwell & Associates
Hawaii
$20.9K -$16.1K -204 -43%
SNB
96
Security National Bank
Nebraska
$19.7K
4FG
97
4Thought Financial Group
New York
$18.7K -$3.3K -42 -15%
MWM
98
Mascoma Wealth Management
New Hampshire
$18.7K -$7.01K -89 -27%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$15.7K -$7.79K -99 -33%
SWM
100
Spire Wealth Management
Virginia
$14K