iShares MSCI Global Sustainable Development Goals ETF
SDG
114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 32
0.57% more ownership
Funds ownership: 37.28% → 37.85% (+0.57%)
3% less capital invested
Capital invested by funds: $153M → $149M (-$4.07M)
7% less funds holding
Funds holding: 123 → 114 (-9)
62% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.03M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.22M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$955K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$331K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.09M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.4M |
| 4 |
Jane Street
New York
|
-$869K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$749K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFG
126
Monumental Financial Group
Rockville,
Maryland
| – | -$161K | -2,037 | Closed |
|
|
MFAM
127
M Financial Asset Management
Portland,
Oregon
| – | -$10K | -127 | Closed |
|
128
BlackRock
New York
| – | -$792 | -10 | Closed |
|
SDG Hedge Fund Activity: Q2 2023 in Review
114 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2023, worth a combined $149M — down 2.7% from $153M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of SDG and 5 opened new positions — a net loss of 8 holders — while 32 trimmed existing stakes and 48 added.
The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $3.03M. The largest seller was Citadel Advisors, cutting an estimated $5.09M.
- 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2023, down from 123 in Q1 2023.
- Funds reported $149M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
- 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2023 and 13 closed out, a net change of -8 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $3.03M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2023 was Citadel Advisors, an estimated $5.09M sold.
Based on aggregated 13F filings for Q2 2023.