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iShares MSCI Global Sustainable Development Goals ETF
SDG

122 hedge funds and large institutions have $156M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 35 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

10% more capital invested

Capital invested by funds: $142M → $156M (+$13.7M)

7% more funds holding

Funds holding: 114 → 122 (+8)

4.2% more ownership

Funds ownership: 40.88% → 45.08% (+4.2%)

20% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 44

Holders
122
Holders Change
+8
Holders Change %
+7.02%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
35
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$5.38M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.21M
3
AL
Aspiriant LLC
California
+$2.66M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.32M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.87M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.18M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.72M
4
OMC
Old Mission Capital
Illinois
-$1.65M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$28.3K – – –
MWM
102
Mascoma Wealth Management
New Hampshire
$26.4K – – –
FWP
103
FAS Wealth Partners
Kansas
$24.6K -$7.24K -96 -24%
CFGS
104
Concourse Financial Group Securities
Alabama
$24.3K -$3.77K -50 -14%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$24.2K +$6.64K +88 +42%
4FG
106
4Thought Financial Group
New York
$22.7K +$2.79K +37 +15%
SNB
107
Security National Bank
Nebraska
$20.3K +$18.9K +250 New
GWM
108
Geneos Wealth Management
Colorado
$19.5K -$11.5K -152 -39%
SWM
109
Spire Wealth Management
Virginia
$13.6K +$151 +2 +1%
TRCT
110
Tower Research Capital (TRC)
New York
$13.2K +$12.3K +163 New
CTWM
111
Cherry Tree Wealth Management
Minnesota
$13.1K – – –
FRA
112
Front Row Advisors
California
$12.2K – – –
JGCM
113
Joseph Group Capital Management
Ohio
$10.2K – – –
National Bank of Canada
114
National Bank of Canada
Quebec, Canada
$9.04K – – –
FCG
115
Financial Connections Group
California
$8K – – –
SS
116
Sunbelt Securities
Texas
$4.36K +$75 +1 +2%
CA
117
Centerpoint Advisors
Massachusetts
$3K +$1.43K +19 +136%
RA
118
Rise Advisors
New York
$2.51K – – –
FCAS
119
First Command Advisory Services
Texas
$1.78K – – –
GRP
120
Global Retirement Partners
California
$1.48K -$151 -2 -10%
HCP
121
Hexagon Capital Partners
Arkansas
$82 – – –
HNB
122
Huntington National Bank
Ohio
$81 – – –
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$81 – – –
OMC
124
Old Mission Capital
Illinois
– -$1.65M -22,196 Closed
FTUS
125
Flow Traders U.S.
New York
– -$554K -7,434 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q4 2023 in Review

122 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2023, worth a combined $156M — up 9.6% from $142M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SDG positions and 9 closed out — a net gain of 10 holders — while 35 added to existing stakes and 44 trimmed.

The largest buyer was Jane Street, adding an estimated $5.38M. The largest seller was Ameriprise, cutting an estimated $4.87M.

  • 122 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2023, up from 114 in Q3 2023.
  • Funds reported $156M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 19 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2023 and 9 closed out, a net change of +10 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2023 was Jane Street, an estimated $5.38M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2023 was Ameriprise, an estimated $4.87M sold.

Based on aggregated 13F filings for Q4 2023.