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iShares MSCI Global Sustainable Development Goals ETF
SDG

118 hedge funds and large institutions have $110M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 50 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

4% more funds holding

Funds holding: 114 → 118 (+4)

1% more capital invested

Capital invested by funds: $109M → $110M (+$891K)

0.05% less ownership

Funds ownership: 43.92% → 43.87% (-0.05%)

62% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 50

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
50
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$320K
2
TC
TownSquare Capital
Utah
+$305K
3
AL
Aspiriant LLC
California
+$252K
4
GBWM
Granite Bay Wealth Management
New Hampshire
+$236K
5
HFA
Highland Financial Advisors
New Jersey
+$224K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.32M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.19M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.23M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$810K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$802K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$16.6K +$2.6K +33 +20%
4FG
102
4Thought Financial Group
New York
$15.6K -$2.68K -34 -16%
SWM
103
Spire Wealth Management
Virginia
$15.3K – – –
OP
104
ORG Partners
Indiana
$14.3K – – –
FRA
105
Front Row Advisors
California
$12.7K – – –
CTWM
106
Cherry Tree Wealth Management
Minnesota
$12.5K – – –
ACA
107
Aptus Capital Advisors
Alabama
$10K +$9.29K +118 New
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$9.58K – – –
FCG
109
Financial Connections Group
California
$8K – – –
SS
110
Sunbelt Securities
Texas
$4.61K – – –
CA
111
Centerpoint Advisors
Massachusetts
$4K – – –
RA
112
Rise Advisors
New York
$2.65K – – –
TWC
113
TD Waterhouse Canada
Ontario, Canada
$2.63K +$2.44K +31 New
GWM
114
Geneos Wealth Management
Colorado
$2.12K – – –
FCAS
115
First Command Advisory Services
Texas
$1.78K – – –
GRP
116
Global Retirement Partners
California
$339 – – –
HCP
117
Hexagon Capital Partners
Arkansas
$85 – – –
HNB
118
Huntington National Bank
Ohio
$85 – – –
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$83 – – –
Wells Fargo
120
Wells Fargo
California
$28 – – –
MHS
121
M Holdings Securities
Oregon
– -$352K -4,692 Closed
SWP
122
Stratos Wealth Partners
Ohio
– -$334K -4,449 Closed
SWM
123
Silverlake Wealth Management
Vermont
– -$202K -2,694 Closed
RFG
124
RFP Financial Group
Georgia
– -$83.5K -1,112 Closed
IAIM
125
International Assets Investment Management
Florida
– -$38.8K -517 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q3 2024 in Review

118 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2024, worth a combined $110M — up 0.82% from $109M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDG positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 50 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $320K. The largest seller was Jane Street, cutting an estimated $4.32M.

  • 118 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2024, up from 114 in Q2 2024.
  • Funds reported $110M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2024, up 0.82% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2024 was IHT Wealth Management, an estimated $320K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2024 was Jane Street, an estimated $4.32M sold.

Based on aggregated 13F filings for Q3 2024.