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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAAM
1
Baker Avenue Asset Management
California
$2.06M
2
Jane Street
2
Jane Street
New York
$2.16M
3
Bank of America
3
Bank of America
North Carolina
$1.4M
4
ACM
4
Adalta Capital Management
New York
$386K
5
MWM
5
Mission Wealth Management
California
$876K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
LSAG
2
Lake Street Advisors Group
New Hampshire
$0
3
AG
3
Advisor Group
Arizona
$9K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$91K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.5M – – –
Jane Street
2
Jane Street
New York
$2.16M +$1.5M +25,984 +226%
BAAM
3
Baker Avenue Asset Management
California
$2.06M +$2.06M +35,685 New
BCI
4
Brinker Capital Investments
Pennsylvania
$1.45M -$9.75K -169 -0.7%
Bank of America
5
Bank of America
North Carolina
$1.4M +$799K +13,848 +134%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.26M +$230K +3,978 +22%
FDCC
7
Foster Dykema Cabot & Co
Massachusetts
$926K – – –
MWM
8
Mission Wealth Management
California
$876K +$286K +4,952 +48%
UBS Group
9
UBS Group
Switzerland
$620K +$84.4K +1,463 +16%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$470K +$135K +2,343 +40%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$468K – – –
ACM
12
Adalta Capital Management
New York
$386K +$386K +6,685 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$323K +$6.23K +108 +2%
NAM
14
North American Management
Massachusetts
$313K +$5.3K +92 +2%
LPL Financial
15
LPL Financial
California
$301K +$21.8K +377 +8%
WTC
16
WhitTier Trust Company
Nevada
$288K – – –
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$267K +$54K +933 +25%
LFASL
18
Lugano Financial Advisors SA (LFA)
Switzerland
$144K – – –
AOWM
19
Alpha Omega Wealth Management
Virginia
$140K +$6.07K +105 +5%
RFWA
20
RPg Family Wealth Advisory
Massachusetts
$99.2K +$10.4K +180 +12%
AssetMark Inc
21
AssetMark Inc
California
$96K – – –
Fidelity Investments
22
Fidelity Investments
Massachusetts
$91K -$23.8K -411 -21%
PCFFS
23
Pacific Center for Financial Services
California
$53K +$461 +8 +0.9%
AC
24
Arjuna Capital
North Carolina
$51K +$48.9K +842 +2,276%
CFGS
25
Concourse Financial Group Securities
Alabama
$34K +$34K +596 New
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