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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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
Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
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

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.33M
2
FGAM
2
Financial Gravity Asset Management
Texas
$3.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
Jane Street
5
Jane Street
New York
$7.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$919K
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
RBA
3
Richard Bernstein Advisors
New York
$618K
4
CL
4
Choreo LLC
Illinois
$354K
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$143 +2 +17%
FFA
112
Farther Finance Advisors
California
$298 – – –
HCP
113
Hexagon Capital Partners
Arkansas
$75 – – –
HNB
114
Huntington National Bank
Ohio
$75 -$79 – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$75 +$75 +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
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