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iShares MSCI Global Sustainable Development Goals ETF

25 hedge funds and large institutions have $11.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 2

56% more capital invested

Capital invested by funds: $7.56M → $11.8M (+$4.25M)

25% more funds holding

Funds holding: 2025 (+5)

5.07% more ownership

Funds ownership: 28.38%33.45% (+5.1%)

Holders
25
Holders Change
+5
Holders Change %
+25%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.63M +$2.69M +44,747 New
Jane Street
2
Jane Street
New York
$1.39M +$1.18M +19,609 +484%
Bank of America
3
Bank of America
North Carolina
$1.38M +$498K +8,298 +55%
LPL Financial
4
LPL Financial
California
$1.28M +$65.8K +1,096 +5%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.16M +$43.6K +726 +4%
FDCC
6
Foster Dykema Cabot & Co
Massachusetts
$953K +$971K +16,185 New
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$739K +$455K +7,590 +153%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$648K +$302K +5,031 +84%
UBS Group
9
UBS Group
Switzerland
$536K +$332K +5,525 +154%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$278K +$73.2K +1,220 +35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$264K +$33.5K +558 +14%
AG
12
Advisor Group
Arizona
$146K +$30K +500 +25%
PG
13
Patten Group
Tennessee
$103K +$1.8K +30 +2%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$77.6K +$12K +200 +18%
PCFFS
15
Pacific Center for Financial Services
California
$71K +$14.3K +239 +25%
AssetMark Inc
16
AssetMark Inc
California
$51K +$36.1K +602 +233%
APA
17
American Portfolios Advisors
New York
$31.7K +$32.3K +539 New
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16K
WEC
19
Winslow Evans & Crocker
Massachusetts
$15.3K
GRP
20
Global Retirement Partners
California
$13K +$13.1K +218 New
Morgan Stanley
21
Morgan Stanley
New York
$12K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$10K +$5.4K +90 +120%
LYV
23
Live Your Vision
Pennsylvania
$2K -$3.84K -64 -65%
SWP
24
Stratos Wealth Partners
Ohio
$2K +$1.98K +33 New
BlackRock
25
BlackRock
New York
$1K -$2.4M -40,000 -100%

SDG Hedge Fund Activity: Q1 2018 in Review

25 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2018, worth a combined $11.8M — up 56% from $7.56M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SDG positions and 0 closed out — a net gain of 5 holders — while 15 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.69M. The largest seller was BlackRock, cutting an estimated $2.4M.

  • 25 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2018, up from 20 in Q4 2017.
  • Funds reported $11.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2018, up 56% quarter-over-quarter.
  • 5 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2018 and 0 closed out, a net change of +5 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $2.69M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2018 was BlackRock, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2018.