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iShares MSCI Global Sustainable Development Goals ETF
SDG

110 hedge funds and large institutions have $85.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

1.1% less ownership

Funds ownership: 43.87% → 42.77% (-1.1%)

7% less funds holding

Funds holding: 118 → 110 (-8)

22% less capital invested

Capital invested by funds: $110M → $85.8M (-$23.8M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.95M
2
AL
Aspiriant LLC
California
+$1.8M
3
Jane Street
Jane Street
New York
+$1.79M
4
LPL Financial
LPL Financial
California
+$845K
5
MWM
Modera Wealth Management
New Jersey
+$717K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.4M
2
Citigroup
Citigroup
New York
-$2.47M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$949K
5
MWM
Mission Wealth Management
California
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
76
Concord Wealth Partners
Virginia
$37.3K -$5.77K -74 -12%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.1K -$390 -5 -1%
JEST
78
JTC Employer Solutions Trustee
Jersey
$37K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$35.8K – – –
AWM
80
Avior Wealth Management
Nebraska
$28.6K +$31.2K +400 New
AWM
81
AE Wealth Management
Kansas
$27.2K +$29.6K +380 New
RMP
82
Richards, Merrill & Peterson
Washington
$23.3K +$25.4K +326 New
Jones Financial Companies
83
Jones Financial Companies
Missouri
$22.3K -$6.71K -86 -22%
CFGS
84
Concourse Financial Group Securities
Alabama
$21.3K – – –
CMBA
85
C.M. Bidwell & Associates
Hawaii
$19K – – –
CAL
86
Capital Analysts LLC
Pennsylvania
$19K -$20K -257 -50%
HI
87
Harbour Investments
Wisconsin
$18.1K -$15.6K -200 -44%
SNB
88
Security National Bank
Nebraska
$17.9K – – –
MWM
89
Mascoma Wealth Management
New Hampshire
$17K – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$14.3K -$47.6K -611 -75%
AG
91
AmeriFlex Group
Nevada
$13K +$14.1K +181 New
SWM
92
Spire Wealth Management
Virginia
$13K +$78 +1 +0.6%
4FG
93
4Thought Financial Group
New York
$12.3K -$936 -12 -7%
OP
94
ORG Partners
Indiana
$12.1K – – –
TRCT
95
Tower Research Capital (TRC)
New York
$11.8K -$2.42K -31 -16%
FRA
96
Front Row Advisors
California
$10.7K – – –
CTWM
97
Cherry Tree Wealth Management
Minnesota
$10.6K – – –
ACA
98
Aptus Capital Advisors
Alabama
$8.44K – – –
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$8.09K – – –
FCG
100
Financial Connections Group
California
$7K – – –
2 3
4
5 6

SDG Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2024, worth a combined $85.8M — down 22% from $110M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SDG and 12 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was NewEdge Advisors, adding an estimated $1.95M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.4M.

  • 110 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $85.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2024, down 22% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2024 and 18 closed out, a net change of -6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2024 was NewEdge Advisors, an estimated $1.95M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2024.