iShares MSCI Global Sustainable Development Goals ETF
SDG
100 hedge funds and large institutions have $162M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
267% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 12
20% more funds holding
Funds holding: 83 → 100 (+17)
13% more capital invested
Capital invested by funds: $144M → $162M (+$18.3M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
8.02% less ownership
Funds ownership: 45.41% → 37.38% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.06M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.69M |
| 3 |
BlackRock
New York
|
+$2.72M |
| 4 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$2.71M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$524K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$121K |
| 4 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$120K |
| 5 |
WMP
Wealth Management Partners
Tucson,
Arizona
|
-$117K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Citadel Advisors
Miami,
Florida
| – | -$524K | -5,619 | Closed |
|
|
ASN
102
Advisory Services Network
Atlanta,
Georgia
| – | -$68K | -733 | Closed |
|
|
IA
103
Inspire Advisors
Meridian,
Idaho
| – | -$24K | -257 | Closed |
|
SDG Hedge Fund Activity: Q1 2021 in Review
100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2021, worth a combined $162M — up 13% from $144M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 44 added to existing stakes and 12 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $6.02M.
- 100 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2021, up from 83 in Q4 2020.
- Funds reported $162M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2021, up 13% quarter-over-quarter.
- 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2021 and 3 closed out, a net change of +17 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.06M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2021 was Jane Street, an estimated $6.02M sold.
Based on aggregated 13F filings for Q1 2021.