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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Axiom Advisory
California
$1.96M
2
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$954K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.38M
4
PWM
4
Perigon Wealth Management
California
$415K
5
MHS
5
M Holdings Securities
Oregon
$352K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.64M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.8M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
101
Front Row Advisors
California
$11.3K – – –
CTWM
102
Cherry Tree Wealth Management
Minnesota
$11.1K -$976 -13 -8%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$8.44K – – –
FCG
104
Financial Connections Group
California
$7K – – –
SS
105
Sunbelt Securities
Texas
$4.08K – – –
CA
106
Centerpoint Advisors
Massachusetts
$4K +$340 +4 +9%
RA
107
Rise Advisors
New York
$2.35K – – –
GWM
108
Geneos Wealth Management
Colorado
$1.88K – – –
Jones Financial Companies
109
Jones Financial Companies
Missouri
$1.88K +$1.88K +25 New
FCAS
110
First Command Advisory Services
Texas
$1.58K – – –
GRP
111
Global Retirement Partners
California
$300 – – –
FHC
112
First Heartland Consultants
Missouri
$204 +$1 +15 +0.6%
HCP
113
Hexagon Capital Partners
Arkansas
$76 – – –
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$75 – – –
HNB
115
Huntington National Bank
Ohio
$75 -$79 – –
Wells Fargo
116
Wells Fargo
California
$25 -$37K -470 Closed
CSPIA
117
Cary Street Partners Investment Advisory
Virginia
– -$1.64M -20,824 Closed
ASN
118
Advisory Services Network
Georgia
– -$547K -6,945 Closed
OMC
119
Old Mission Capital
Illinois
– -$446K -5,666 Closed
CBFP
120
Cedar Brook Financial Partners
Ohio
– -$348K -4,426 Closed
RJA
121
Raymond James & Associates
Florida
– -$265K -3,369 Closed
PA
122
PFG Advisors
Arizona
– -$206K -2,623 Closed
FGAM
123
Financial Gravity Asset Management
Texas
– -$107K -1,334 Closed
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
– -$27.5K -349 Closed
FWP
125
FAS Wealth Partners
Kansas
– -$23.9K -303 Closed
2 3 4
5
6