iShares MSCI Global Sustainable Development Goals ETF
SDG
20 hedge funds and large institutions have $7.56M invested in iShares MSCI Global Sustainable Development Goals ETF in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more funds holding
Funds holding: 18 → 20 (+2)
5.26% less ownership
Funds ownership: 33.64% → 28.38% (-5.3%)
51% less capital inflows, than outflows
Capital inflows: $1.35M | Capital outflows: $2.72M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$285K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$261K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$230K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$152K |
| 5 |
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$108K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.46M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.18M |
| 3 |
Jane Street
New York
|
-$54K |
| 4 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$16.4K |
| 5 |
JP Morgan Chase
New York
|
-$2K |
SDG Hedge Fund Activity: Q4 2017 in Review
20 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2017, worth a combined $7.56M — down 14% from $8.77M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SDG positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $285K. The largest seller was BlackRock, cutting an estimated $1.46M.
- 20 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2017, up from 18 in Q3 2017.
- Funds reported $7.56M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2017, down 14% quarter-over-quarter.
- 4 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2017 was Carson Wealth (CWM LLC), an estimated $285K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2017 was BlackRock, an estimated $1.46M sold.
Based on aggregated 13F filings for Q4 2017.