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iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $161M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

4.39% less ownership

Funds ownership: 38.58% → 34.18% (-4.4%)

10% less funds holding

Funds holding: 126 → 114 (-12)

22% less capital invested

Capital invested by funds: $207M → $161M (-$46M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
114
Holders Change
-12
Holders Change %
-9.52%
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
35
Reduced
32
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.96M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.34M
3
MWM
Mission Wealth Management
California
+$1.15M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.07M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$716K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14.3M
2
HGWM
Harvest Group Wealth Management
Massachusetts
-$7.9M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.1M
4
Bank of America
Bank of America
North Carolina
-$2.88M
5
SC
Sepio Capital
Utah
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
101
Spire Wealth Management
Virginia
$15K – – –
FRA
102
Front Row Advisors
California
$13K – – –
JGCM
103
Joseph Group Capital Management
Ohio
$11K – – –
MFAM
104
M Financial Asset Management
Oregon
$11K +$864 +10 +9%
CCM
105
Covington Capital Management
California
$9K -$6.48K -75 -43%
FCG
106
Financial Connections Group
California
$8K – – –
GWSG
107
GPS Wealth Strategies Group
Colorado
$8K – – –
GRP
108
Global Retirement Partners
California
$8K +$8.81K +102 New
BWL
109
Bogart Wealth LLC
Virginia
$5K +$2.59K +30 +100%
DTIM
110
Danda Trouve Investment Management
Kansas
$3K – – –
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$3K – – –
RA
112
Rise Advisors
New York
$3K – – –
SWM
113
Sugarloaf Wealth Management
Georgia
$3K – – –
CFGS
114
Concourse Financial Group Securities
Alabama
$2K -$51.5K -596 -96%
AFA
115
Arlington Financial Advisors
California
– -$1.73M -19,014 Closed
Vontobel Holding
116
Vontobel Holding
Switzerland
– -$1.21M -13,315 Closed
KA
117
Kovack Advisors
Florida
– -$672K -7,406 Closed
Creative Planning
118
Creative Planning
Kansas
– -$642K -7,075 Closed
AGA
119
Arkos Global Advisors
Texas
– -$510K -5,618 Closed
AL
120
Aspiriant LLC
California
– -$370K -4,072 Closed
FPGK
121
Financial Partners Group (Kansas)
Kansas
– -$316K -3,646 Closed
SHJ
122
Sharkey, Howes & Javer
Colorado
– -$290K -3,193 Closed
Stifel Financial
123
Stifel Financial
Missouri
– -$285K -3,144 Closed
MA
124
MAS Advisors
Florida
– -$279K -3,071 Closed
PG
125
Patten Group
Tennessee
– -$220K -2,419 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q1 2022 in Review

114 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2022, worth a combined $161M — down 22% from $207M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SDG and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 35 added.

The largest buyer was Royal Bank of Canada, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $14.3M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2022, down from 126 in Q4 2021.
  • Funds reported $161M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2022 and 20 closed out, a net change of -8 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $4.96M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2022 was Jane Street, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2022.