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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.45M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.18M
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$747K
5
OMC
5
Old Mission Capital
Illinois
$446K

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$107K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$748K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$12.8K – – –
CTWM
102
Cherry Tree Wealth Management
Minnesota
$12.7K – – –
FRA
103
Front Row Advisors
California
$11.8K – – –
JGCM
104
Joseph Group Capital Management
Ohio
$9.92K – – –
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$9.03K – – –
FCG
106
Financial Connections Group
California
$8K – – –
SS
107
Sunbelt Securities
Texas
$4.23K – – –
CA
108
Centerpoint Advisors
Massachusetts
$3K +$698 +10 +30%
NP
109
NorthRock Partners
Minnesota
$2.99K -$74.5K -946 -96%
RA
110
Rise Advisors
New York
$2.43K – – –
GWM
111
Geneos Wealth Management
Colorado
$1.97K -$16.9K -215 -90%
FCAS
112
First Command Advisory Services
Texas
$1.65K -$79 -1 -5%
GRP
113
Global Retirement Partners
California
$315 -$1.18K -15 -79%
HCP
114
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
115
Huntington National Bank
Ohio
$79 -$81 – –
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$69 – – –
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
– -$1.51M -18,632 Closed
RBA
118
Richard Bernstein Advisors
New York
– -$542K -6,684 Closed
LSAG
119
Lake Street Advisors Group
New Hampshire
– -$532K -6,561 Closed
FPF
120
First Pacific Financial
Washington
– -$433K -5,347 Closed
Lido Advisors
121
Lido Advisors
California
– -$289K -3,568 Closed
MFG
122
Monumental Financial Group
Maryland
– -$282K -3,480 Closed
Bank of New York Mellon
123
Bank of New York Mellon
New York
– -$206K -2,537 Closed
G
124
GenTrust
Florida
– -$203K -2,500 Closed
AAM
125
Ameraudi Asset Management
New York
– -$203K -2,500 Closed
2 3 4
5
6