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iShares MSCI Global Sustainable Development Goals ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.5M
HGWM
2
Harvest Group Wealth Management
Massachusetts
$6.56M +$6.56M +100,266 New
MWM
3
Mission Wealth Management
California
$2.08M +$764K +11,677 +58%
Bank of America
4
Bank of America
North Carolina
$1.7M +$204K +3,117 +14%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.63M -$131K -2,001 -7%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.19M +$52.8K +807 +5%
Jane Street
7
Jane Street
New York
$1.18M -$1.2M -18,295 -50%
FDCC
8
Foster Dykema Cabot & Co
Massachusetts
$1.04M -$8.44K -129 -0.8%
LPL Financial
9
LPL Financial
California
$699K +$201K +3,073 +40%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$664K +$46K +703 +7%
UBS Group
11
UBS Group
Switzerland
$645K -$5.69K -87 -0.9%
HHGA
12
Halbert Hargrove Global Advisors
California
$459K +$459K +7,017 New
ACM
13
Adalta Capital Management
New York
$438K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$367K +$6.73K +103 +2%
NAM
15
North American Management
Massachusetts
$355K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$345K +$19.5K +311 +6%
WTC
17
WhitTier Trust Company
Nevada
$327K
LRIA
18
Leonard Rickey Investment Advisors
Washington
$324K +$324K +4,951 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$209K +$209K +3,198 New
LFASL
20
Lugano Financial Advisors SA (LFA)
Switzerland
$164K +$164K +2,490 New
AssetMark Inc
21
AssetMark Inc
California
$156K -$5.75K -88 -4%
RFWA
22
RPg Family Wealth Advisory
Massachusetts
$113K
FWP
23
FAS Wealth Partners
Kansas
$82K +$82K +1,247 New
PCFFS
24
Pacific Center for Financial Services
California
$51K +$262 +4 +0.5%
Deutsche Bank
25
Deutsche Bank
Germany
$50K +$35K +540 +234%