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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

83 hedge funds and large institutions have $144M invested in iShares MSCI Global Sustainable Development Goals ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 26 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+24
Holders Change %
+40.68%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
28
Increased
26
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$6.33M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.96M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.4M
4
Bank of America
4
Bank of America
North Carolina
$12.6M
5
MWM
5
Mission Wealth Management
California
$6.1M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
Mariner
2
Mariner
Kansas
$0
3
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.44M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$1.49M
5
KAS
5
Kestra Advisory Services
Texas
$0
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
$12.6M +$1.97M +21,091 +18%
HGWM
3
Harvest Group Wealth Management
Massachusetts
$7.44M -$806K -8,632 -10%
Jane Street
4
Jane Street
New York
$6.33M +$4.75M +50,861 +301%
MWM
5
Mission Wealth Management
California
$6.1M +$1.22M +13,079 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.1M +$186K +1,997 +5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$3.96M +$3.65M +39,123 +1,181%
FIG
8
FundX Investment Group
California
$3.56M +$93.4K +1,000 +3%
UBS Group
9
UBS Group
Switzerland
$2.49M +$753K +8,069 +43%
AWP
10
Abacus Wealth Partners
California
$2.47M +$2.47M +26,474 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.4M +$2.4M +25,713 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.88M +$475K +5,088 +34%
FMN
13
Financial Management Network
California
$1.85M +$1.85M +18,625 New
FDCC
14
Foster Dykema Cabot & Co
Massachusetts
$1.84M +$363K +3,889 +25%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.74M +$405K +4,335 +30%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.49M -$292K -3,125 -16%
AFA
17
Arlington Financial Advisors
California
$1.43M +$238K +2,545 +20%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.3M -$124K -1,327 -9%
Vontobel Holding
19
Vontobel Holding
Switzerland
$1.24M +$1.24M +13,315 New
AFS
20
Annapolis Financial Services
Maryland
$971K +$971K +10,400 New
NAM
21
North American Management
Massachusetts
$931K -$43.8K -469 -4%
LPL Financial
22
LPL Financial
California
$912K +$359K +3,852 +65%
SFG
23
SNS Financial Group
Minnesota
$746K +$746K +7,990 New
HHGA
24
Halbert Hargrove Global Advisors
California
$722K -$27.1K -291 -4%
LRIA
25
Leonard Rickey Investment Advisors
Washington
$710K +$361K +3,868 +103%
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