SDG icon

iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

95 hedge funds and large institutions have $65.1M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-12
Holders Change %
-11.21%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
25
Reduced
43
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$2.51M
2
Bank of America
Bank of America
North Carolina
$4.31M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$990K
4
HIIFS
Harel Insurance Investments & Financial Services
Israel
$1.13M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$206K

Top Sellers

1
AL
Aspiriant LLC
California
$772K
2
MWM
Mission Wealth Management
California
$0
3
PCMC
Paragon Capital Management (Colorado)
Colorado
$0
4
Jane Street
Jane Street
New York
$559K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OP
76
ORG Partners
Indiana
$12.8K – – –
4FG
77
4Thought Financial Group
New York
$11.6K +$5.76K +76 +99%
FRA
78
Front Row Advisors
California
$11.4K – – –
CTWM
79
Cherry Tree Wealth Management
Minnesota
$11.2K – – –
JGCM
80
Joseph Group Capital Management
Ohio
$9.56K – – –
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$9.41K +$834 +11 +10%
ACA
82
Aptus Capital Advisors
Alabama
$8.95K – – –
CA
83
Centerpoint Advisors
Massachusetts
$8K +$786 +11 +11%
FCG
84
Financial Connections Group
California
$7K – – –
HC
85
Hurley Capital
New York
$6.6K – – –
LI
86
LRI Investments
Florida
$5.61K – – –
NL
87
NVWM LLC
Pennsylvania
$4.55K – – –
SS
88
Sunbelt Securities
Texas
$3.92K – – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.96K -$32.6K -430 -92%
CWP
90
Concord Wealth Partners
Virginia
$2.43K -$9.41K -124 -79%
GWM
91
Geneos Wealth Management
Colorado
$1.9K -$1.9K -25 -50%
FWP
92
FAS Wealth Partners
Kansas
$1.23K – – –
HI
93
Harbour Investments
Wisconsin
$759 -$18.4K -242 -96%
WWM
94
Wolff Wiese Magana
California
$607 +$607 +8 New
HNB
95
Huntington National Bank
Ohio
$76 -$72 – –
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$76 – – –
Wells Fargo
97
Wells Fargo
California
$25 -$24 – –
MWM
98
Mission Wealth Management
California
– -$1.01M -13,945 Closed
PCMC
99
Paragon Capital Management (Colorado)
Colorado
– -$928K -12,818 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$659K -9,103 Closed
1 2 3
4
5