iShares MSCI Global Sustainable Development Goals ETF
SDG
35 hedge funds and large institutions have $85.7M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
4% more capital invested
Capital invested by funds: $82.6M → $85.7M (+$3.12M)
0.15% more ownership
Funds ownership: 81.91% → 82.06% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less funds holding
Funds holding: 39 → 35 (-4)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$2.4M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$1.55M |
| 3 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
+$1.43M |
| 4 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$569K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$397K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$532K |
| 2 |
ACM
Adalta Capital Management
New York
|
-$438K |
| 3 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$113K |
| 4 |
PCFFS
Pacific Center for Financial Services
San Ramon,
California
|
-$51K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$29K |
SDG Hedge Fund Activity: Q1 2020 in Review
35 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2020, worth a combined $85.7M — up 3.8% from $82.6M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SDG and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 14 added.
The largest buyer was Bank of America, adding an estimated $2.4M. The largest seller was Jane Street, cutting an estimated $532K.
- 35 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2020, down from 39 in Q4 2019.
- Funds reported $85.7M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2020, up 3.8% quarter-over-quarter.
- 3 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2020 and 5 closed out, a net change of -2 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2020 was Bank of America, an estimated $2.4M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2020 was Jane Street, an estimated $532K sold.
Based on aggregated 13F filings for Q1 2020.