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iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

0.57% more ownership

Funds ownership: 37.28% → 37.85% (+0.57%)

3% less capital invested

Capital invested by funds: $153M → $149M (-$4.07M)

7% less funds holding

Funds holding: 123 → 114 (-9)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
48
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$3.03M
2
Ameriprise
Ameriprise
Minnesota
+$1.79M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.22M
4
OMC
Old Mission Capital
Illinois
+$955K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$331K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$5.09M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$1.4M
4
Jane Street
Jane Street
New York
-$869K
5
MCC
Money Concepts Capital
Florida
-$749K
Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
101
Joseph Group Capital Management
Ohio
$9.96K – – –
National Bank of Canada
102
National Bank of Canada
Quebec, Canada
$8.92K – – –
FCG
103
Financial Connections Group
California
$7K – – –
BWL
104
Bogart Wealth LLC
Virginia
$4.91K – – –
SS
105
Sunbelt Securities
Texas
$4.21K – – –
RA
106
Rise Advisors
New York
$2.42K +$79 +1 +3%
FCAS
107
First Command Advisory Services
Texas
$1.74K – – –
GRP
108
Global Retirement Partners
California
$1.67K -$3.65K -46 -69%
Wells Fargo
109
Wells Fargo
California
$1.58K – – –
CA
110
Centerpoint Advisors
Massachusetts
$1K +$635 +8 +200%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$791 +$794 +10 New
FGAM
112
Financial Gravity Asset Management
Texas
$405 +$16.2K +204 +4%
FFA
113
Farther Finance Advisors
California
$316 +$318 +4 New
HCP
114
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
115
Huntington National Bank
Ohio
$79 – – –
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
– -$2.58M -32,733 Closed
MCC
117
Money Concepts Capital
Florida
– -$749K -18,544 Closed
SC
118
Sepio Capital
Utah
– -$673K -8,500 Closed
MWA
119
MFA Wealth Advisors
Pennsylvania
– -$575K -7,260 Closed
BAM
120
Belpointe Asset Management
Nevada
– -$528K -6,671 Closed
AAS
121
Ameritas Advisory Services
Nebraska
– -$468K -5,835 Closed
SHJ
122
Sharkey, Howes & Javer
Colorado
– -$276K -3,489 Closed
FTUS
123
Flow Traders U.S.
New York
– -$254K -3,205 Closed
MIH
124
Meitav Investment House
Israel
– -$247K -3,133 Closed
HighTower Advisors
125
HighTower Advisors
Illinois
– -$214K -2,694 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q2 2023 in Review

114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2023, worth a combined $149M — down 2.7% from $153M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 5 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 48 added.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.03M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2023, down from 123 in Q1 2023.
  • Funds reported $149M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2023 and 13 closed out, a net change of -8 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $3.03M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2023 was Citadel Advisors, an estimated $5.09M sold.

Based on aggregated 13F filings for Q2 2023.