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iShares MSCI Global Sustainable Development Goals ETF

59 hedge funds and large institutions have $110M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
+17
Holders Change %
+40.48%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
15
Reduced
8
Closed
3
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
Bank of America
2
Bank of America
North Carolina
$9.2M -$643K -7,997 -7%
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.11M -$1.42M -17,651 -17%
MWM
4
Mission Wealth Management
California
$4.21M +$411K +5,106 +11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.38M +$1.89M +23,450 +127%
FIG
6
FundX Investment Group
California
$2.99M +$805K +10,000 +37%
BCI
7
Brinker Capital Investments
Pennsylvania
$1.54M -$279K -3,466 -15%
UBS Group
8
UBS Group
Switzerland
$1.5M +$426K +5,299 +40%
Jane Street
9
Jane Street
New York
$1.36M -$2.85M -35,389 -68%
FDCC
10
Foster Dykema Cabot & Co
Massachusetts
$1.28M +$6.03K +75 +0.5%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.23M +$66.3K +824 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.21M +$102K +1,262 +9%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.14M +$355K +4,440 +45%
RCS
14
Retirement Capital Strategies
California
$1.03M +$1.03M +13,310 New
AFA
15
Arlington Financial Advisors
California
$1.03M +$1.03M +12,770 New
Mariner
16
Mariner
Kansas
$843K +$843K +10,479 New
NAM
17
North American Management
Massachusetts
$840K +$244K +3,040 +41%
HHGA
18
Halbert Hargrove Global Advisors
California
$646K +$130K +1,616 +25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$599K +$599K +7,446 New
AGA
20
Arkos Global Advisors
Texas
$535K +$535K +6,647 New
LPL Financial
21
LPL Financial
California
$477K -$320K -3,971 -40%
LFASL
22
Lugano Financial Advisors SA (LFA)
Switzerland
$419K
WTC
23
WhitTier Trust Company
Nevada
$402K
PA
24
PFG Advisors
Arizona
$400K +$400K +4,900 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$346K +$17.5K +218 +5%