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iShares MSCI Global Sustainable Development Goals ETF

101 hedge funds and large institutions have $64.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 98101 (+3)

0.26% less ownership

Funds ownership: 39.73%39.46% (-0.26%)

7% less capital invested

Capital invested by funds: $69.4M → $64.8M (-$4.54M)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
35
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Smartleaf Asset Management
Massachusetts
$37.8K +$37.6K +446 New
SPIA
77
Steward Partners Investment Advisory
New York
$33.7K
CMBA
78
C.M. Bidwell & Associates
Hawaii
$22.4K
CAL
79
Capital Analysts LLC
Pennsylvania
$22K
Wells Fargo
80
Wells Fargo
California
$21.1K +$21.1K +250 New
AWM
81
AE Wealth Management
Kansas
$16.5K -$115K -1,363 -87%
JP Morgan Chase
82
JP Morgan Chase
New York
$15.9K +$15.9K +189 New
AG
83
AmeriFlex Group
Nevada
$15.5K -$15.2K -180 -49%
RF
84
Rossby Financial
Florida
$14.7K
4FG
85
4Thought Financial Group
New York
$13.2K +$506 +6 +4%
CA
86
Centerpoint Advisors
Massachusetts
$13K +$1.35K +16 +12%
FRA
87
Front Row Advisors
California
$12.6K
CTWM
88
Cherry Tree Wealth Management
Minnesota
$12.5K
JGCM
89
Joseph Group Capital Management
Ohio
$10.6K
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$10.4K
ACA
91
Aptus Capital Advisors
Alabama
$9.94K
FCG
92
Financial Connections Group
California
$8K
HC
93
Hurley Capital
New York
$7.33K
SWP
94
Strategic Wealth Partners
Ohio
$6.4K
LI
95
LRI Investments
Florida
$6.23K
NL
96
NVWM LLC
Pennsylvania
$5.05K
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.29K
GWM
98
Geneos Wealth Management
Colorado
$2.11K
FWP
99
FAS Wealth Partners
Kansas
$1.38K
WWM
100
Wolff Wiese Magana
California
$1.35K +$337 +4 +33%

SDG Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2025, worth a combined $64.8M — down 6.5% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $742K. The largest seller was Flow Traders U.S., cutting an estimated $1.94M.

  • 101 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $64.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2025 was Aspiriant LLC, an estimated $742K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2025 was Flow Traders U.S., an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2025.