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iShares MSCI Global Sustainable Development Goals ETF
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Overview Fund Activity

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.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
14
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$3.63M
2
FIG
2
FundX Investment Group
California
$1.38M
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.04M
4
MWM
4
Mission Wealth Management
California
$2.33M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$560K
2
ACM
2
Adalta Capital Management
New York
$0
3
RFWA
3
RPg Family Wealth Advisory
Massachusetts
$0
4
PCFFS
4
Pacific Center for Financial Services
California
$0
5
AF
5
Advisornet Financial
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.5M 618,809 – –
HGWM
2
Harvest Group Wealth Management
Massachusetts
$7.04M 122,402 +22,136 +22%
Bank of America
3
Bank of America
North Carolina
$3.63M 63,153 +37,196 +143%
MWM
4
Mission Wealth Management
California
$2.33M 40,523 +8,806 +28%
BCI
5
Brinker Capital Investments
Pennsylvania
$1.41M 24,462 -375 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.4M 24,348 +6,142 +34%
FIG
7
FundX Investment Group
California
$1.38M 24,000 +24,000 New
FDCC
8
Foster Dykema Cabot & Co
Massachusetts
$954K 16,605 +677 +4%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$832K 14,475 +4,326 +43%
UBS Group
10
UBS Group
Switzerland
$740K 12,875 +3,015 +31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$656K 11,428 +5,807 +103%
LPL Financial
12
LPL Financial
California
$609K 10,603 -77 -0.7%
Jane Street
13
Jane Street
New York
$560K 9,745 -8,244 -46%
NAM
14
North American Management
Massachusetts
$426K 7,405 +1,975 +36%
HHGA
15
Halbert Hargrove Global Advisors
California
$401K 6,980 -37 -0.5%
WTC
16
WhitTier Trust Company
Nevada
$287K 5,000 – –
LRIA
17
Leonard Rickey Investment Advisors
Washington
$277K 4,819 -132 -3%
Osaic Holdings
18
Osaic Holdings
Arizona
$258K 154,001 +154,001 New
OPS
19
Orion Portfolio Solutions
Nebraska
$222K 3,867 +3,867 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$202K 3,521 +323 +10%
LFASL
21
Lugano Financial Advisors SA (LFA)
Switzerland
$165K 2,490 – –
AssetMark Inc
22
AssetMark Inc
California
$142K 2,471 +83 +3%
FWP
23
FAS Wealth Partners
Kansas
$72K 1,247 – –
Deutsche Bank
24
Deutsche Bank
Germany
$56K 971 +200 +26%
AIC
25
Ameritas Investment Company
Nebraska
$39K 703 -1 -0.1%
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