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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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
Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.8%
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

1
BWFA
1
Baltimore-Washington Financial Advisors
Maryland
$4.5M
2
Ameriprise
2
Ameriprise
Minnesota
$5.31M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.21M
4
OMC
4
Old Mission Capital
Illinois
$1.68M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$3.39M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$580K
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$4.88M
4
Jane Street
4
Jane Street
New York
$6.99M
5
MCC
5
Money Concepts Capital
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$78 +1 +3%
FCAS
107
First Command Advisory Services
Texas
$1.74K – – –
GRP
108
Global Retirement Partners
California
$1.67K -$3.67K -46 -69%
Wells Fargo
109
Wells Fargo
California
$1.58K – – –
CA
110
Centerpoint Advisors
Massachusetts
$1K +$667 +8 +200%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$791 +$791 +10 New
FGAM
112
Financial Gravity Asset Management
Texas
$405 +$16 +204 +4%
FFA
113
Farther Finance Advisors
California
$316 +$316 +4 New
HCP
114
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
115
Huntington National Bank
Ohio
$79 -$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