iShares MSCI Global Sustainable Development Goals ETF
SDG
114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0.85% less ownership
Funds ownership: 44.77% → 43.92% (-0.85%)
1% less funds holding
Funds holding: 115 → 114 (-1)
21% less capital invested
Capital invested by funds: $137M → $109M (-$28.8M)
39% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Axiom Advisory
San Diego,
California
|
+$1.96M |
| 2 |
PCMC
Paragon Capital Management (Colorado)
Denver,
Colorado
|
+$990K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$496K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$430K |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$7.75M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.78M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$2.87M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.8M |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$1.64M |
SDG Hedge Fund Activity: Q2 2024 in Review
114 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2024, worth a combined $109M — down 21% from $137M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SDG positions and 12 closed out — a net gain of 1 holder — while 28 added to existing stakes and 46 trimmed.
The largest buyer was Axiom Advisory, opening a new position worth an estimated $1.96M. The largest seller was Jane Street, cutting an estimated $7.75M.
- 114 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2024, down from 115 in Q1 2024.
- Funds reported $109M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2024, down 21% quarter-over-quarter.
- 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2024 and 12 closed out, a net change of +1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2024 was Axiom Advisory, an estimated $1.96M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2024 was Jane Street, an estimated $7.75M sold.
Based on aggregated 13F filings for Q2 2024.