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iShares MSCI Global Sustainable Development Goals ETF
SDG

123 hedge funds and large institutions have $153M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

3.04% more ownership

Funds ownership: 34.24% → 37.28% (+3%)

4% more capital invested

Capital invested by funds: $147M → $153M (+$5.88M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 124 → 123 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
43
Reduced
32
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.36M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.15M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.61M
4
MCC
Money Concepts Capital
Florida
+$1.32M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
BWP
BSW Wealth Partners
Colorado
-$2.42M
2
Ameriprise
Ameriprise
Minnesota
-$1.35M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.06M
4
BCI
Brinker Capital Investments
Pennsylvania
-$845K
5
AL
Aspiriant LLC
California
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
101
JTC Employer Solutions Trustee
Jersey
$40K – – –
CMBA
102
C.M. Bidwell & Associates
Hawaii
$37.2K – – –
FWP
103
FAS Wealth Partners
Kansas
$31.4K – – –
GWM
104
Geneos Wealth Management
Colorado
$31K +$29.3K +367 +1,468%
CFGS
105
Concourse Financial Group Securities
Alabama
$27.7K +$12K +150 +75%
4FG
106
4Thought Financial Group
New York
$20.9K -$160 -2 -0.8%
SWM
107
Spire Wealth Management
Virginia
$13.8K – – –
FRA
108
Front Row Advisors
California
$12K – – –
MFAM
109
M Financial Asset Management
Oregon
$10K – – –
JGCM
110
Joseph Group Capital Management
Ohio
$9.98K – – –
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$8.95K – – –
FCG
112
Financial Connections Group
California
$7K – – –
GRP
113
Global Retirement Partners
California
$5.31K – – –
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$5.07K +$47K +589 +0.9%
BWL
115
Bogart Wealth LLC
Virginia
$4.88K – – –
SS
116
Sunbelt Securities
Texas
$4.16K +$4.23K +53 New
RA
117
Rise Advisors
New York
$2.4K – – –
FCAS
118
First Command Advisory Services
Texas
$1.74K – – –
Wells Fargo
119
Wells Fargo
California
$1.58K – – –
BlackRock
120
BlackRock
New York
$792 – – –
FGAM
121
Financial Gravity Asset Management
Texas
$389 +$392K +4,917 New
HCP
122
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
123
Huntington National Bank
Ohio
$79 – – –
BWP
124
BSW Wealth Partners
Colorado
– -$2.42M -30,638 Closed
BCI
125
Brinker Capital Investments
Pennsylvania
– -$845K -10,708 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2023, worth a combined $153M — up 4% from $147M a quarter earlier.

Fund positioning in SDG was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $6.36M. The largest seller was BSW Wealth Partners, exiting entirely with an estimated $2.42M sold.

  • 123 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2023, down from 124 in Q4 2022.
  • Funds reported $153M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2023, up 4% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2023 and 16 closed out, a net change of 0 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2023 was Jane Street, an estimated $6.36M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2023 was BSW Wealth Partners, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2023.