iShares MSCI Global Sustainable Development Goals ETF
SDG
39 hedge funds and large institutions have $82.6M invested in iShares MSCI Global Sustainable Development Goals ETF in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
18% more funds holding
Funds holding: 33 → 39 (+6)
6% more capital invested
Capital invested by funds: $78.3M → $82.6M (+$4.32M)
8.77% less ownership
Funds ownership: 90.68% → 81.91% (-8.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$6.21M |
| 2 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$723K |
| 3 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
+$435K |
| 4 |
LRIA
Leonard Rickey Investment Advisors
Yakima,
Washington
|
+$307K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
-$4.42M |
| 2 |
Jane Street
New York
|
-$1.13M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$474K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$124K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$54.5K |
SDG Hedge Fund Activity: Q4 2019 in Review
39 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2019, worth a combined $82.6M — up 5.5% from $78.3M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SDG positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Harvest Group Wealth Management, opening a new position worth an estimated $6.21M. The largest seller was Baker Avenue Asset Management, exiting entirely with an estimated $4.42M sold.
- 39 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $82.6M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2019, up 5.5% quarter-over-quarter.
- 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2019 and 2 closed out, a net change of +6 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2019 was Harvest Group Wealth Management, an estimated $6.21M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2019 was Baker Avenue Asset Management, an estimated $4.42M sold.
Based on aggregated 13F filings for Q4 2019.