iShares MSCI Global Sustainable Development Goals ETF
SDG
42 hedge funds and large institutions have $97.9M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
20% more funds holding
Funds holding: 35 → 42 (+7)
14% more capital invested
Capital invested by funds: $85.7M → $97.9M (+$12.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12.15% less ownership
Funds ownership: 82.06% → 69.91% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.75M |
| 2 |
Jane Street
New York
|
+$2.7M |
| 3 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$422K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$372K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$259K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.15M |
| 2 |
HGWM
Harvest Group Wealth Management
Waltham,
Massachusetts
|
-$1.04M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$371K |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$121K |
| 5 |
FDCC
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
-$52.6K |
SDG Hedge Fund Activity: Q2 2020 in Review
42 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2020, worth a combined $97.9M — up 14% from $85.7M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SDG positions and 4 closed out — a net gain of 7 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $3.75M. The largest seller was Osaic Holdings, cutting an estimated $9.15M.
- 42 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2020, up from 35 in Q1 2020.
- Funds reported $97.9M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2020, up 14% quarter-over-quarter.
- 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2020 and 4 closed out, a net change of +7 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2020 was Bank of America, an estimated $3.75M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2020 was Osaic Holdings, an estimated $9.15M sold.
Based on aggregated 13F filings for Q2 2020.