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iShares MSCI Global Sustainable Development Goals ETF
SDG

116 hedge funds and large institutions have $127M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 18

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 112 → 116 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

10.95% less ownership

Funds ownership: 33.68% → 22.72% (-11%)

26% less capital invested

Capital invested by funds: $171M → $127M (-$44.2M)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
49
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$13.8M
2
LPL Financial
LPL Financial
California
+$2.44M
3
Jane Street
Jane Street
New York
+$1.83M
4
BAM
Belpointe Asset Management
Nevada
+$876K
5
MWM
Mission Wealth Management
California
+$703K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.31M
2
BlackRock
BlackRock
New York
-$2.15M
3
FTUS
Flow Traders U.S.
New York
-$428K
4
PWM
PRW Wealth Management
Massachusetts
-$345K
5
SIM
Seaview Investment Managers
Florida
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
4FG
101
4Thought Financial Group
New York
$24K -$1.57K -16 -6%
HCP
102
Hexagon Capital Partners
Arkansas
$21K +$21.7K +221 New
CCM
103
Covington Capital Management
California
$17K – – –
SWM
104
Spire Wealth Management
Virginia
$16K – – –
FRA
105
Front Row Advisors
California
$14K – – –
HPC
106
HM Payson & Co
Maine
$14K – – –
MFAM
107
M Financial Asset Management
Oregon
$11K – – –
GWSG
108
GPS Wealth Strategies Group
Colorado
$9K – – –
TWA
109
TCI Wealth Advisors
Arizona
$8K +$8.16K +83 New
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$6K +$4.33K +44 +232%
JCM
111
Jacobi Capital Management
Pennsylvania
$5K – – –
Barclays
112
Barclays
United Kingdom
$4K +$983 +10 +29%
BWL
113
Bogart Wealth LLC
Virginia
$3K – – –
DTIM
114
Danda Trouve Investment Management
Kansas
$3K – – –
SWM
115
Sugarloaf Wealth Management
Georgia
$3K – – –
GKWIM
116
Gerber Kawasaki Wealth & Investment Management
California
$1K +$98 +1 New
FTUS
117
Flow Traders U.S.
New York
– -$428K -4,303 Closed
PWM
118
PRW Wealth Management
Massachusetts
– -$345K -3,469 Closed
SIM
119
Seaview Investment Managers
Florida
– -$271K -2,734 Closed
IWC
120
Integrated Wealth Concepts
Massachusetts
– -$219K -2,204 Closed
KAS
121
Kestra Advisory Services
Texas
– -$214K -2,151 Closed
MFG
122
Monumental Financial Group
Maryland
– -$165K -1,663 Closed
ASN
123
Advisory Services Network
Georgia
– -$84K -846 Closed
FPW
124
Flagship Private Wealth
Massachusetts
– -$27.6K -278 Closed
1 2 3 4
5

SDG Hedge Fund Activity: Q3 2021 in Review

116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2021, worth a combined $127M — down 26% from $171M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SDG positions and 8 closed out — a net gain of 5 holders — while 49 added to existing stakes and 18 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $13.8M. The largest seller was Bank of America, cutting an estimated $2.31M.

  • 116 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2021, up from 112 in Q2 2021.
  • Funds reported $127M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2021, down 26% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2021 and 8 closed out, a net change of +5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2021 was Old Mission Capital, an estimated $13.8M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2021 was Bank of America, an estimated $2.31M sold.

Based on aggregated 13F filings for Q3 2021.