iShares MSCI Global Sustainable Development Goals ETF
SDG
115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.
0.31% less ownership
Funds ownership: 45.08% → 44.77% (-0.31%)
6% less funds holding
Funds holding: 122 → 115 (-7)
12% less capital invested
Capital invested by funds: $156M → $137M (-$18.6M)
35% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 48
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$895K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$706K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$539K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$5.68M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.82M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.64M |
| 5 |
JP Morgan Chase
New York
|
-$1.51M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Wealthfront Advisers
Palo Alto,
California
| – | -$202K | -2,489 | Closed |
|
|
PS
127
Principal Securities
Des Moines,
Iowa
| – | -$78.2K | -965 | Closed |
|
|
NS
128
NBC Securities
Birmingham,
Alabama
| – | -$35K | -437 | Closed |
|
SDG Hedge Fund Activity: Q1 2024 in Review
115 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2024, worth a combined $137M — down 12% from $156M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SDG and 6 opened new positions — a net loss of 6 holders — while 48 trimmed existing stakes and 31 added.
The largest buyer was Citadel Advisors, adding an estimated $1.86M. The largest seller was Financial Gravity Asset Management, cutting an estimated $5.68M.
- 115 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2024, down from 122 in Q4 2023.
- Funds reported $137M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2024, down 12% quarter-over-quarter.
- 6 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2024 and 12 closed out, a net change of -6 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.86M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $5.68M sold.
Based on aggregated 13F filings for Q1 2024.