iShares MSCI Global Sustainable Development Goals ETF
SDG
33 hedge funds and large institutions have $75.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 3 closing their positions.
667% more capital inflows, than outflows
Capital inflows: $5.72M | Capital outflows: $746K
367% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 3
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more funds holding
Funds holding: 32 → 33 (+1)
6.4% less ownership
Funds ownership: 97.72% → 91.32% (-6.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baker Avenue Asset Management
San Francisco,
California
|
+$2.07M |
| 2 |
Jane Street
New York
|
+$1.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$805K |
| 4 |
Adalta Capital Management
New York
|
+$389K |
| 5 |
Mission Wealth Management
Santa Barbara,
California
|
+$288K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$369K |
| 2 |
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
-$280K |
| 3 |
Advisor Group
Phoenix,
Arizona
|
-$54.7K |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.9K |
| 5 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$9.8K |
SDG Hedge Fund Activity: Q2 2019 in Review
33 of the 4,626 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2019, worth a combined $75.8M — up 6.7% from $71.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SDG positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 3 trimmed.
The largest buyer was Baker Avenue Asset Management, opening a new position worth an estimated $2.07M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $369K sold.
- 33 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2019, up from 32 in Q1 2019.
- Funds reported $75.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2019, up 6.7% quarter-over-quarter.
- 4 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2019 and 3 closed out, a net change of +1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2019 was Baker Avenue Asset Management, an estimated $2.07M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2019 was Susquehanna International Group, an estimated $369K sold.
Based on aggregated 13F filings for Q2 2019.