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iShares MSCI Global Sustainable Development Goals ETF

107 hedge funds and large institutions have $69.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 110107 (-3)

2.82% less ownership

Funds ownership: 42.77%39.95% (-2.8%)

19% less capital invested

Capital invested by funds: $85.8M → $69.5M (-$16.4M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34K -$3.6K -49 -9%
Jones Financial Companies
77
Jones Financial Companies
Missouri
$31.7K +$9.1K +124 +40%
AWM
78
AE Wealth Management
Kansas
$29K +$1.54K +21 +6%
SPIA
79
Steward Partners Investment Advisory
New York
$29K -$7.34K -100 -20%
RMP
80
Richards, Merrill & Peterson
Washington
$23.6K
CMBA
81
C.M. Bidwell & Associates
Hawaii
$19.3K
CAL
82
Capital Analysts LLC
Pennsylvania
$19K
HI
83
Harbour Investments
Wisconsin
$18.3K
MWM
84
Mascoma Wealth Management
New Hampshire
$17.2K
Fidelity Investments
85
Fidelity Investments
Massachusetts
$14.5K
AG
86
AmeriFlex Group
Nevada
$13.1K
RF
87
Rossby Financial
Florida
$12.6K +$12.8K +175 New
OP
88
ORG Partners
Indiana
$12.3K
CWP
89
Concord Wealth Partners
Virginia
$11.3K -$26.8K -365 -70%
FRA
90
Front Row Advisors
California
$10.9K
CTWM
91
Cherry Tree Wealth Management
Minnesota
$10.7K
JGCM
92
Joseph Group Capital Management
Ohio
$9.12K +$9.25K +126 New
ACA
93
Aptus Capital Advisors
Alabama
$8.54K
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$8.17K
FCG
95
Financial Connections Group
California
$7K
CA
96
Centerpoint Advisors
Massachusetts
$7K +$1.47K +20 +25%
HC
97
Hurley Capital
New York
$6.3K
4FG
98
4Thought Financial Group
New York
$5.56K -$6.97K -95 -55%
LI
99
LRI Investments
Florida
$5.36K +$5.43K +74 New
CCM
100
Coldstream Capital Management
Washington
$5.21K +$5.29K +72 New

SDG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2025, worth a combined $69.5M — down 19% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 25 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Mission Wealth Management, cutting an estimated $6.89M.

  • 107 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $69.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.58M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2025 was Mission Wealth Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.