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iShares MSCI Global Sustainable Development Goals ETF
SDG

114 hedge funds and large institutions have $142M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 35

3.03% more ownership

Funds ownership: 37.85% → 40.88% (+3%)

0% more funds holding

Funds holding: 114 → 114 (0)

5% less capital invested

Capital invested by funds: $149M → $142M (-$6.81M)

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
+$5.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$4.37M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.52M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.04M
5
Jane Street
Jane Street
New York
+$818K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.13M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
-$4.5M
3
RBA
Richard Bernstein Advisors
New York
-$805K
4
CL
Choreo LLC
Illinois
-$472K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$421K
Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
101
Cherry Tree Wealth Management
Minnesota
$12K – – –
FRA
102
Front Row Advisors
California
$11.2K – – –
JGCM
103
Joseph Group Capital Management
Ohio
$9.39K – – –
National Bank of Canada
104
National Bank of Canada
Quebec, Canada
$8.21K – – –
FCG
105
Financial Connections Group
California
$7K – – –
BWL
106
Bogart Wealth LLC
Virginia
$4.63K – – –
SS
107
Sunbelt Securities
Texas
$3.97K – – –
RA
108
Rise Advisors
New York
$2.28K – – –
FCAS
109
First Command Advisory Services
Texas
$1.64K – – –
GRP
110
Global Retirement Partners
California
$1.52K – – –
CA
111
Centerpoint Advisors
Massachusetts
$1K +$157 +2 +17%
FFA
112
Farther Finance Advisors
California
$298 – – –
HCP
113
Hexagon Capital Partners
Arkansas
$75 – – –
HNB
114
Huntington National Bank
Ohio
$75 – – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$75 +$79 +1 New
BWFA
116
Baltimore-Washington Financial Advisors
Maryland
– -$4.5M -56,951 Closed
CAMV
117
Concord Asset Management (Virginia)
Virginia
– -$415K -5,250 Closed
Bank of New York Mellon
118
Bank of New York Mellon
New York
– -$287K -3,636 Closed
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
– -$283K -3,579 Closed
SFP
120
Sandbox Financial Partners
Maryland
– -$249K -3,146 Closed
CA
121
Cetera Advisors
Colorado
– -$234K -2,954 Closed
Wells Fargo
122
Wells Fargo
California
– -$1.58K -20 Closed
1 2 3 4
5

SDG Hedge Fund Activity: Q3 2023 in Review

114 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2023, worth a combined $142M — down 4.6% from $149M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 7 closed out — a net gain of 1 holder — while 39 added to existing stakes and 35 trimmed.

The largest buyer was Financial Gravity Asset Management, adding an estimated $5.4M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $142M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2023, down 4.6% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $5.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2023 was Morgan Stanley, an estimated $5.13M sold.

Based on aggregated 13F filings for Q3 2023.