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iShares MSCI Global Sustainable Development Goals ETF
SDG

110 hedge funds and large institutions have $85.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

1.1% less ownership

Funds ownership: 43.87% → 42.77% (-1.1%)

7% less funds holding

Funds holding: 118 → 110 (-8)

22% less capital invested

Capital invested by funds: $110M → $85.8M (-$23.8M)

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders
110
Holders Change
-8
Holders Change %
-6.78%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
36
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$1.95M
2
AL
Aspiriant LLC
California
+$1.8M
3
Jane Street
Jane Street
New York
+$1.79M
4
LPL Financial
LPL Financial
California
+$845K
5
MWM
Modera Wealth Management
New Jersey
+$717K

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.4M
2
Citigroup
Citigroup
New York
-$2.47M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.16M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$949K
5
MWM
Mission Wealth Management
California
-$793K
Name Holding Trade Value Shares
Change 		Change in
Stake
HC
101
Hurley Capital
New York
$6.3K +$6.78K +87 New
CA
102
Centerpoint Advisors
Massachusetts
$6K +$2.65K +34 +72%
FA
103
Fedenia Advisers
Wisconsin
$4.65K +$5.07K +65 New
NL
104
NVWM LLC
Pennsylvania
$4.29K +$4.68K +60 New
SS
105
Sunbelt Securities
Texas
$3.94K +$78 +1 +2%
RA
106
Rise Advisors
New York
$2.25K +$78 +1 +3%
GWM
107
Geneos Wealth Management
Colorado
$1.79K – – –
GRP
108
Global Retirement Partners
California
$286 – – –
HCP
109
Hexagon Capital Partners
Arkansas
$72 – – –
HNB
110
Huntington National Bank
Ohio
$72 – – –
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$72 – – –
Wells Fargo
112
Wells Fargo
California
$24 – – –
Citadel Advisors
113
Citadel Advisors
Florida
– -$1.16M -13,716 Closed
Ameriprise
114
Ameriprise
Minnesota
– -$643K -7,579 Closed
IWM
115
IHT Wealth Management
Illinois
– -$345K -4,064 Closed
CL
116
Choreo LLC
Illinois
– -$302K -3,554 Closed
WF
117
Whelan Financial
California
– -$277K -3,263 Closed
PAG
118
Private Advisor Group
New Jersey
– -$240K -2,826 Closed
JSW
119
Journey Strategic Wealth
New Jersey
– -$232K -2,734 Closed
AFP
120
Ausdal Financial Partners
Iowa
– -$224K -2,644 Closed
AAM
121
Ameraudi Asset Management
New York
– -$212K -2,500 Closed
FHC
122
First Heartland Consultants
Missouri
– -$212K -2,500 Closed
G
123
GenTrust
Florida
– -$212K -2,500 Closed
OCM
124
One Capital Management
California
– -$212K -2,500 Closed
Wealthfront Advisers
125
Wealthfront Advisers
California
– -$209K -2,462 Closed
2 3 4
5
6

SDG Hedge Fund Activity: Q4 2024 in Review

110 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2024, worth a combined $85.8M — down 22% from $110M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of SDG and 12 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 36 added.

The largest buyer was NewEdge Advisors, adding an estimated $1.95M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.4M.

  • 110 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2024, down from 118 in Q3 2024.
  • Funds reported $85.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2024, down 22% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2024 and 18 closed out, a net change of -6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2024 was NewEdge Advisors, an estimated $1.95M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.4M sold.

Based on aggregated 13F filings for Q4 2024.