iShares MSCI Global Sustainable Development Goals ETF
SDG
95 hedge funds and large institutions have $65M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 14 closing their positions.
1% less ownership
Funds ownership: 39.95% → 38.95% (-1%)
6% less capital invested
Capital invested by funds: $69.5M → $65M (-$4.42M)
11% less funds holding
Funds holding: 107 → 95 (-12)
42% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 43
86% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$695K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$515K |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$424K |
| 4 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$320K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.58M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$1.01M |
| 3 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
-$928K |
| 4 |
Jane Street
New York
|
-$819K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$659K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$572K | -7,908 | Closed |
|
|
KAS
102
Kestra Advisory Services
Austin,
Texas
| – | -$327K | -4,518 | Closed |
|
|
TC
103
TownSquare Capital
Provo,
Utah
| – | -$292K | -4,028 | Closed |
|
|
HFA
104
Highland Financial Advisors
Wayne,
New Jersey
| – | -$241K | -3,333 | Closed |
|
105
Wealthfront Advisers
Palo Alto,
California
| – | -$232K | -3,200 | Closed |
|
|
RMP
106
Richards, Merrill & Peterson
Spokane,
Washington
| – | -$23.6K | -326 | Closed |
|
|
MWM
107
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$17.2K | -237 | Closed |
|
108
Fidelity Investments
Boston,
Massachusetts
| – | -$14.5K | -200 | Closed |
|
|
CCM
109
Coldstream Capital Management
Bellevue,
Washington
| – | -$5.21K | -72 | Closed |
|
|
HCP
110
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$72 | -1 | Closed |
|
|
MCM
111
MAI Capital Management
Independence,
Ohio
| – | -$52 | -1 | Closed |
|
SDG Hedge Fund Activity: Q2 2025 in Review
95 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2025, worth a combined $65M — down 6.4% from $69.5M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SDG and 2 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 25 added.
The largest buyer was UBS Group, adding an estimated $695K. The largest seller was Aspiriant LLC, cutting an estimated $1.58M.
- 95 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2025, down from 107 in Q1 2025.
- Funds reported $65M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2025, down 6.4% quarter-over-quarter.
- 2 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2025 and 14 closed out, a net change of -12 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2025 was UBS Group, an estimated $695K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2025 was Aspiriant LLC, an estimated $1.58M sold.
Based on aggregated 13F filings for Q2 2025.