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iShares MSCI Global Sustainable Development Goals ETF
SDG

126 hedge funds and large institutions have $207M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

63% more capital invested

Capital invested by funds: $127M → $207M (+$80M)

15.86% more ownership

Funds ownership: 22.72% → 38.58% (+16%)

9% more funds holding

Funds holding: 116 → 126 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
45
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$16.4M
2
SC
Sepio Capital
Utah
+$6.35M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.48M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$4.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.56M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$10.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.68M
3
Bank of America
Bank of America
North Carolina
-$1.42M
4
Morgan Stanley
Morgan Stanley
New York
-$1.34M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPFP
101
Clear Perspectives Financial Planning
Ohio
$39K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$34K -$3.27K -35 -8%
FP
103
Financial Perspectives
Minnesota
$32.3K +$374 +4 +1%
PA
104
PSI Advisors
Florida
$32K – – –
MAM
105
McCarthy Asset Management
California
$27K +$374 +4 +1%
4FG
106
4Thought Financial Group
New York
$26K +$3.55K +38 +15%
FF
107
FourThought Financial
Florida
$25K – – –
SFM
108
Signet Financial Management
New Jersey
$25K +$25.7K +275 New
MWM
109
Mascoma Wealth Management
New Hampshire
$22K +$22.2K +237 New
HCP
110
Hexagon Capital Partners
Arkansas
$20K – – –
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$19K +$13.3K +142 +225%
CCM
112
Covington Capital Management
California
$16K – – –
SWM
113
Spire Wealth Management
Virginia
$16K +$187 +2 +1%
FRA
114
Front Row Advisors
California
$14K – – –
MFAM
115
M Financial Asset Management
Oregon
$11K – – –
JGCM
116
Joseph Group Capital Management
Ohio
$11K +$11.8K +126 New
GWSG
117
GPS Wealth Strategies Group
Colorado
$9K – – –
FCG
118
Financial Connections Group
California
$9K +$9.35K +100 New
CWM
119
Curi Wealth Management
North Carolina
$6K +$6.73K +72 New
BWL
120
Bogart Wealth LLC
Virginia
$3K – – –
DTIM
121
Danda Trouve Investment Management
Kansas
$3K – – –
SWM
122
Sugarloaf Wealth Management
Georgia
$3K – – –
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$3K +$3.09K +33 New
RA
124
Rise Advisors
New York
$2.71K +$2.81K +30 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$1K -$614K -6,569 -100%
2 3 4
5
6

SDG Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2021, worth a combined $207M — up 63% from $127M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDG positions and 13 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $16.4M. The largest seller was Old Mission Capital, cutting an estimated $10.2M.

  • 126 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $207M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2021, up 63% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2021 was Jane Street, an estimated $16.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2021 was Old Mission Capital, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.