We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF

107 hedge funds and large institutions have $69.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 110107 (-3)

2.82% less ownership

Funds ownership: 42.77%39.95% (-2.8%)

19% less capital invested

Capital invested by funds: $85.8M → $69.5M (-$16.4M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
39
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
101
NVWM LLC
Pennsylvania
$4.34K
SS
102
Sunbelt Securities
Texas
$3.96K
GWM
103
Geneos Wealth Management
Colorado
$3.62K +$1.83K +25 +100%
FWP
104
FAS Wealth Partners
Kansas
$1.16K +$1.17K +16 New
HCP
105
Hexagon Capital Partners
Arkansas
$72
HNB
106
Huntington National Bank
Ohio
$72
OSAM
107
O'Shaughnessy Asset Management
Connecticut
$72
MCM
108
MAI Capital Management
Ohio
$52 +$73 +1 New
Wells Fargo
109
Wells Fargo
California
$24
LRIA
110
Leonard Rickey Investment Advisors
Washington
-$680K -9,504 Closed
HSBC Holdings
111
HSBC Holdings
United Kingdom
-$437K -6,100 Closed
RG
112
Rathbones Group
United Kingdom
-$259K -3,626 Closed
SEIA
113
Signature Estate & Investment Advisors
California
-$222K -3,096 Closed
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
-$220K -3,072 Closed
WWA
115
Wingate Wealth Advisors
Massachusetts
-$74.3K -1,039 Closed
AWM
116
Avior Wealth Management
Nebraska
-$28.6K -400 Closed
CFGS
117
Concourse Financial Group Securities
Alabama
-$21.3K -300 Closed
SNB
118
Security National Bank
Nebraska
-$17.9K -250 Closed
SWM
119
Spire Wealth Management
Virginia
-$13K -181 Closed
TRCT
120
Tower Research Capital (TRC)
New York
-$11.8K -165 Closed
FA
121
Fedenia Advisers
Wisconsin
-$4.65K -65 Closed
RA
122
Rise Advisors
New York
-$2.25K -32 Closed

SDG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2025, worth a combined $69.5M — down 19% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 25 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Mission Wealth Management, cutting an estimated $6.89M.

  • 107 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $69.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.58M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2025 was Mission Wealth Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.