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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Axiom Advisory
California
$1.96M
2
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$954K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.38M
4
PWM
4
Perigon Wealth Management
California
$415K
5
MHS
5
M Holdings Securities
Oregon
$352K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.64M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.8M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
WFA Asset Management
Wisconsin
$79.2K -$464K -6,187 -85%
TLA
77
Tanglewood Legacy Advisors
Texas
$71.3K -$33.8K -450 -32%
MWA
78
MFA Wealth Advisors
Pennsylvania
$70.8K +$70.8K +943 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$67.3K -$697K -8,645 -91%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$64.4K +$49.4K +658 +329%
CWP
81
Concord Wealth Partners
Virginia
$63.8K -$146K -1,941 -70%
DF
82
Dunhill Financial
United Kingdom
$59.6K +$150 +2 +0.3%
B
83
Birchbrook
Maine
$56.1K – – –
HGA
84
Hobbs Group Advisors
South Carolina
$54.8K +$54.8K +730 New
FP
85
Financial Perspectives
Minnesota
$47.1K +$525 +7 +1%
CFO
86
CVA Family Office
Colorado
$46.9K +$46.9K +625 New
CAL
87
Capital Analysts LLC
Pennsylvania
$39K – – –
IAIM
88
International Assets Investment Management
Florida
$38.8K +$38.8K +517 New
JEST
89
JTC Employer Solutions Trustee
Jersey
$38K – – –
RWMG
90
Redwood Wealth Management Group
New Jersey
$37.8K +$37.8K +503 New
SPIA
91
Steward Partners Investment Advisory
New York
$37.5K – – –
HI
92
Harbour Investments
Wisconsin
$34K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$22.5K – – –
CMBA
94
C.M. Bidwell & Associates
Hawaii
$20K – – –
SNB
95
Security National Bank
Nebraska
$18.8K – – –
MWM
96
Mascoma Wealth Management
New Hampshire
$17.8K – – –
4FG
97
4Thought Financial Group
New York
$16.3K -$1.5K -20 -8%
SWM
98
Spire Wealth Management
Virginia
$13.5K +$150 +2 +1%
OP
99
ORG Partners
Indiana
$12.7K +$12.7K +169 New
TRCT
100
Tower Research Capital (TRC)
New York
$12.2K – – –
2 3
4
5 6