iShares MSCI Global Sustainable Development Goals ETF
SDG
8 hedge funds and large institutions have $13.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
5% less capital invested
Capital invested by funds: $14.2M → $13.5M (-$675K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$839K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$666K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$369K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$224K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.23M |
| 2 |
Jane Street
New York
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $10.8M | -$3.23M | -65,000 | -23% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.41M | +$839K | +16,879 | +150% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $671K | +$666K | +13,405 | New |
|
|
VKH
4
Virtu KCG Holdings
New York
| $371K | +$369K | +7,421 | New |
|
|
5
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $225K | +$224K | +4,500 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $41K | +$9.94K | +200 | +33% |
|
|
7
Bank of America
Charlotte,
North Carolina
| $17K | +$14.7K | +296 | +740% |
|
8
UBS Group
Zurich,
Switzerland
| $12K | +$11.6K | +234 | New |
|
|
9
Jane Street
New York
| – | -$243K | -5,092 | Closed |
|
SDG Hedge Fund Activity: Q3 2016 in Review
8 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2016, worth a combined $13.5M — down 4.8% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SDG positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $839K. The largest seller was BlackRock, cutting an estimated $3.23M.
- 8 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2016, up from 6 in Q2 2016.
- Funds reported $13.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2016, down 4.8% quarter-over-quarter.
- 4 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2016 and 2 closed out, a net change of +2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2016 was Royal Bank of Canada, an estimated $839K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2016 was BlackRock, an estimated $3.23M sold.
Based on aggregated 13F filings for Q3 2016.