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iShares MSCI Global Sustainable Development Goals ETF
SDG

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

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.85% less ownership

Funds ownership: 44.77% → 43.92% (-0.85%)

1% less funds holding

Funds holding: 115 → 114 (-1)

21% less capital invested

Capital invested by funds: $137M → $109M (-$28.8M)

39% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 46

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.65%
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

Rank Fund Capital Flow
1
AA
Axiom Advisory
California
+$1.96M
2
PCMC
Paragon Capital Management (Colorado)
Colorado
+$990K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$496K
4
PWM
Perigon Wealth Management
California
+$430K
5
MHS
M Holdings Securities
Oregon
+$365K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$7.75M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.78M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.87M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.8M
5
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
101
Front Row Advisors
California
$11.3K – – –
CTWM
102
Cherry Tree Wealth Management
Minnesota
$11.1K -$1.01K -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 +$311 +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 +$1.95K +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 +$1.17K +15 +0.6%
HCP
113
Hexagon Capital Partners
Arkansas
$76 – – –
HNB
114
Huntington National Bank
Ohio
$75 – – –
OSAM
115
O'Shaughnessy Asset Management
Connecticut
$75 – – –
Wells Fargo
116
Wells Fargo
California
$25 -$36.6K -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

SDG Hedge Fund Activity: Q2 2024 in Review

114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2024, worth a combined $109M — down 21% from $137M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SDG positions and 12 closed out — a net gain of 1 holder — while 28 added to existing stakes and 46 trimmed.

The largest buyer was Axiom Advisory, opening a new position worth an estimated $1.96M. The largest seller was Jane Street, cutting an estimated $7.75M.

  • 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2024, down from 115 in Q1 2024.
  • Funds reported $109M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2024, down 21% quarter-over-quarter.
  • 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2024 and 12 closed out, a net change of +1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2024 was Axiom Advisory, an estimated $1.96M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2024 was Jane Street, an estimated $7.75M sold.

Based on aggregated 13F filings for Q2 2024.