iShares MSCI Global Sustainable Development Goals ETF
SDG
7 hedge funds and large institutions have $9.77M invested in iShares MSCI Global Sustainable Development Goals ETF in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
58.49% more ownership
Funds ownership: 0% → 58.49% (+58%)
13% less funds holding
Funds holding: 8 → 7 (-1)
28% less capital invested
Capital invested by funds: $13.5M → $9.77M (-$3.73M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$151K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$129K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$12K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$239 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
BlackRock
New York
| $7.16M | -$3.1M | -64,990 | -30% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.19M | -$151K | -3,172 | -11% |
|
|
BCI
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $639K | -$239 | -5 | -0% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $300K | +$284K | +5,959 | +1,774% |
|
|
VKH
5
Virtu KCG Holdings
New York
| $226K | -$129K | -2,695 | -36% |
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $215K | – | – | – |
|
|
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $39K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$12K | -234 | Closed |
|
SDG Hedge Fund Activity: Q4 2016 in Review
7 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2016, worth a combined $9.77M — down 28% from $13.5M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of SDG and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Bank of America, adding an estimated $284K. The largest seller was BlackRock, cutting an estimated $3.1M.
- 7 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2016, down from 8 in Q3 2016.
- Funds reported $9.77M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2016, down 28% quarter-over-quarter.
- 0 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2016 and 1 closed out, a net change of -1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2016 was Bank of America, an estimated $284K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2016 was BlackRock, an estimated $3.1M sold.
Based on aggregated 13F filings for Q4 2016.