iShares MSCI Global Sustainable Development Goals ETF
SDG
114 hedge funds and large institutions have $161M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 20 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 32
4.39% less ownership
Funds ownership: 38.58% → 34.18% (-4.4%)
10% less funds holding
Funds holding: 126 → 114 (-12)
22% less capital invested
Capital invested by funds: $207M → $161M (-$46M)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.96M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.34M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$1.15M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.07M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$716K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14.3M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$7.9M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.88M |
| 5 |
SC
Sepio Capital
Salt Lake City,
Utah
|
-$2.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EH
126
Equitable Holdings
New York
| – | -$217K | -2,392 | Closed |
|
|
KM
127
Kalos Management
Alpharetta,
Georgia
| – | -$228K | -2,380 | Closed |
|
|
BRWA
128
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$214K | -2,355 | Closed |
|
|
AC
129
Arjuna Capital
Durham,
North Carolina
| – | -$79K | -879 | Closed |
|
|
AF
130
Advisornet Financial
Minnetonka,
Minnesota
| – | -$41K | -450 | Closed |
|
|
SFM
131
Signet Financial Management
Parsippany,
New Jersey
| – | -$25K | -275 | Closed |
|
|
CWM
132
Curi Wealth Management
Raleigh,
North Carolina
| – | -$6K | -72 | Closed |
|
133
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -16 | Closed |
|
SDG Hedge Fund Activity: Q1 2022 in Review
114 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2022, worth a combined $161M — down 22% from $207M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of SDG and 12 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 35 added.
The largest buyer was Royal Bank of Canada, adding an estimated $4.96M. The largest seller was Jane Street, cutting an estimated $14.3M.
- 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2022, down from 126 in Q4 2021.
- Funds reported $161M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2022, down 22% quarter-over-quarter.
- 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2022 and 20 closed out, a net change of -8 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $4.96M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2022 was Jane Street, an estimated $14.3M sold.
Based on aggregated 13F filings for Q1 2022.