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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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
Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
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

1
Jane Street
1
Jane Street
New York
$7.87M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.66M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.47M
5
CL
5
Choreo LLC
Illinois
$870K

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
Ameriprise
2
Ameriprise
Minnesota
$3.54M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$34.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
AL
5
Aspiriant LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$29.1K +367 +1,468%
CFGS
105
Concourse Financial Group Securities
Alabama
$27.7K +$11.9K +150 +75%
4FG
106
4Thought Financial Group
New York
$20.9K -$158 -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 +$47 +589 +0.9%
BWL
115
Bogart Wealth LLC
Virginia
$4.88K – – –
SS
116
Sunbelt Securities
Texas
$4.16K +$4.16K +53 New
RA
117
Rise Advisors
New York
$2.41K – – –
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 +$389 +4,917 New
HCP
122
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
123
Huntington National Bank
Ohio
$79 -$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