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iShares MSCI Global Sustainable Development Goals ETF
SDG

98 hedge funds and large institutions have $69.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $65M → $69.4M (+$4.33M)

3% more funds holding

Funds holding: 95 → 98 (+3)

0.78% more ownership

Funds ownership: 38.95% → 39.73% (+0.78%)

44% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 32

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
18
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.69M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$696K
3
Osaic Holdings
Osaic Holdings
Arizona
+$587K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$379K
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$316K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$2.74M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$934K
3
Bank of America
Bank of America
North Carolina
-$597K
4
UBS Group
UBS Group
Switzerland
-$267K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$206K
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
76
C.M. Bidwell & Associates
Hawaii
$22.1K – – –
CAL
77
Capital Analysts LLC
Pennsylvania
$22K – – –
RF
78
Rossby Financial
Florida
$14.7K – – –
OP
79
ORG Partners
Indiana
$14.1K – – –
4FG
80
4Thought Financial Group
New York
$12.5K -$161 -2 -1%
FRA
81
Front Row Advisors
California
$12.5K – – –
CTWM
82
Cherry Tree Wealth Management
Minnesota
$12.3K – – –
CA
83
Centerpoint Advisors
Massachusetts
$11K +$1.93K +24 +21%
JGCM
84
Joseph Group Capital Management
Ohio
$10.5K – – –
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$10.3K – – –
ACA
86
Aptus Capital Advisors
Alabama
$9.82K – – –
FCG
87
Financial Connections Group
California
$8K – – –
HC
88
Hurley Capital
New York
$7.24K – – –
SWP
89
Strategic Wealth Partners
Ohio
$6.32K +$6.1K +76 New
LI
90
LRI Investments
Florida
$6.16K – – –
NL
91
NVWM LLC
Pennsylvania
$4.99K – – –
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.25K – – –
CWP
93
Concord Wealth Partners
Virginia
$2.66K – – –
GWM
94
Geneos Wealth Management
Colorado
$2.08K – – –
FWP
95
FAS Wealth Partners
Kansas
$1.35K – – –
WWM
96
Wolff Wiese Magana
California
$999 +$321 +4 +50%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$158 +$161 +2 New
HNB
98
Huntington National Bank
Ohio
$83 – – –
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$83 – – –
Wells Fargo
100
Wells Fargo
California
$27 – – –
1 2 3
4
5

SDG Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2025, worth a combined $69.4M — up 6.7% from $65M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDG positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $1.69M. The largest seller was Flow Traders U.S., cutting an estimated $2.74M.

  • 98 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $69.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2025 was Jane Street, an estimated $1.69M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2025 was Flow Traders U.S., an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.