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iShares MSCI Global Sustainable Development Goals ETF

27 hedge funds and large institutions have $10.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

8% more funds holding

Funds holding: 2527 (+2)

5.24% less ownership

Funds ownership: 33.45%28.21% (-5.2%)

12% less capital invested

Capital invested by funds: $11.8M → $10.4M (-$1.38M)

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$2.9M +$1.62M +27,522 +116%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$662K +11,274 +90%
BCI
3
Brinker Capital Investments
Pennsylvania
$1.25M +$146K +2,480 +13%
Bank of America
4
Bank of America
North Carolina
$1.16M -$177K -3,009 -13%
FDCC
5
Foster Dykema Cabot & Co
Massachusetts
$943K
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$836K +$222K +3,778 +34%
UBS Group
7
UBS Group
Switzerland
$474K -$44.1K -751 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$376K -$2.24M -38,133 -85%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$278K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$232K -$23.2K -395 -9%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K +$133K +2,267 +837%
PG
12
Patten Group
Tennessee
$101K +$1.76K +30 +2%
AG
13
Advisor Group
Arizona
$75K -$67.5K -1,149 -46%
RFWA
14
RPg Family Wealth Advisory
Massachusetts
$74.7K
PCFFS
15
Pacific Center for Financial Services
California
$69K +$940 +16 +1%
AssetMark Inc
16
AssetMark Inc
California
$49K
APA
17
American Portfolios Advisors
New York
$30.5K
WEC
18
Winslow Evans & Crocker
Massachusetts
$16K
Deutsche Bank
19
Deutsche Bank
Germany
$13K +$13.6K +231 New
GRP
20
Global Retirement Partners
California
$12K
Morgan Stanley
21
Morgan Stanley
New York
$11K
AC
22
Avestar Capital
New York
$11K +$11.8K +200 New
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$10K +$9.99K +170 New
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$5K -$4.41K -75 -45%
CCM
25
Covington Capital Management
California
$3K +$2.94K +50 New

SDG Hedge Fund Activity: Q2 2018 in Review

27 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2018, worth a combined $10.4M — down 12% from $11.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SDG positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $1.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.24M.

  • 27 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2018, up from 25 in Q1 2018.
  • Funds reported $10.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2018, down 12% quarter-over-quarter.
  • 4 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2018 and 2 closed out, a net change of +2 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2018 was Jane Street, an estimated $1.62M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2018 was Susquehanna International Group, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2018.