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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.45M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.18M
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$747K
5
OMC
5
Old Mission Capital
Illinois
$446K

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$107K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$748K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
126
Wealthfront Advisers
California
– -$202K -2,489 Closed
PS
127
Principal Securities
Iowa
– -$78.2K -965 Closed
NS
128
NBC Securities
Alabama
– -$35K -437 Closed
2 3 4 5
6