We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF

100 hedge funds and large institutions have $162M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

267% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 12

20% more funds holding

Funds holding: 83100 (+17)

13% more capital invested

Capital invested by funds: $144M → $162M (+$18.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8.02% less ownership

Funds ownership: 45.41%37.38% (-8%)

Holders
100
Holders Change
+17
Holders Change %
+20.48%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
44
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$61.5M
Bank of America
2
Bank of America
North Carolina
$16.5M +$3.69M +38,261 +28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.01M +$4.06M +42,059 +99%
HGWM
4
Harvest Group Wealth Management
Massachusetts
$7.76M -$120K -1,244 -2%
MWM
5
Mission Wealth Management
California
$7.04M +$856K +8,873 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.68M +$526K +5,455 +12%
UBS Group
7
UBS Group
Switzerland
$4.64M +$2.15M +22,276 +84%
FIG
8
FundX Investment Group
California
$3.69M +$74.1K +768 +2%
BlackRock
9
BlackRock
New York
$2.67M +$2.72M +28,163 +281,630%
AWP
10
Abacus Wealth Partners
California
$2.51M
FMN
11
Financial Management Network
California
$2.35M +$534K +5,533 +30%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.32M -$121K -1,252 -5%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.29M +$384K +3,979 +20%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.04M +$277K +2,873 +15%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$1.91M +$34.1K +353 +2%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.86M +$549K +5,687 +41%
AFA
17
Arlington Financial Advisors
California
$1.7M +$251K +2,600 +17%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.45M -$69.9K -724 -5%
Mariner
19
Mariner
Kansas
$1.32M +$1.34M +13,914 New
Morgan Stanley
20
Morgan Stanley
New York
$1.27M +$1.27M +13,133 +4,264%
Vontobel Holding
21
Vontobel Holding
Switzerland
$1.26M
Ameriprise
22
Ameriprise
Minnesota
$1.13M +$1.15M +11,905 New
LPL Financial
23
LPL Financial
California
$1.06M +$134K +1,385 +14%
AFS
24
Annapolis Financial Services
Maryland
$986K
NAM
25
North American Management
Massachusetts
$947K +$675 +7 +0.1%

SDG Hedge Fund Activity: Q1 2021 in Review

100 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2021, worth a combined $162M — up 13% from $144M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 3 closed out — a net gain of 17 holders — while 44 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.06M. The largest seller was Jane Street, cutting an estimated $6.02M.

  • 100 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2021, up from 83 in Q4 2020.
  • Funds reported $162M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2021, up 13% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2021 and 3 closed out, a net change of +17 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $4.06M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2021 was Jane Street, an estimated $6.02M sold.

Based on aggregated 13F filings for Q1 2021.