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iShares MSCI Global Sustainable Development Goals ETF
SDG

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

0.31% less ownership

Funds ownership: 45.08% → 44.77% (-0.31%)

6% less funds holding

Funds holding: 122 → 115 (-7)

12% less capital invested

Capital invested by funds: $156M → $137M (-$18.6M)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.66%
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

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.86M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$895K
3
Bank of America
Bank of America
North Carolina
+$706K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$539K
5
OMC
Old Mission Capital
Illinois
+$439K

Top Sellers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
-$5.68M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$2M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.82M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.64M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$775 +10 +30%
NP
109
NorthRock Partners
Minnesota
$2.99K -$73.3K -946 -96%
RA
110
Rise Advisors
New York
$2.43K – – –
GWM
111
Geneos Wealth Management
Colorado
$1.97K -$16.7K -215 -90%
FCAS
112
First Command Advisory Services
Texas
$1.65K -$78 -1 -5%
GRP
113
Global Retirement Partners
California
$315 -$1.16K -15 -79%
HCP
114
Hexagon Capital Partners
Arkansas
$79 – – –
HNB
115
Huntington National Bank
Ohio
$79 – – –
OSAM
116
O'Shaughnessy Asset Management
Connecticut
$69 – – –
JP Morgan Chase
117
JP Morgan Chase
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
AAM
124
Ameraudi Asset Management
New York
– -$203K -2,500 Closed
G
125
GenTrust
Florida
– -$203K -2,500 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q1 2024 in Review

115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2024, worth a combined $137M — down 12% from $156M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SDG and 6 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Citadel Advisors, adding an estimated $1.86M. The largest seller was Financial Gravity Asset Management, cutting an estimated $5.68M.

  • 115 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2024, down from 122 in Q4 2023.
  • Funds reported $137M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 6 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2024 and 12 closed out, a net change of -6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.86M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2024.