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iShares MSCI Global Sustainable Development Goals ETF

112 hedge funds and large institutions have $171M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

12% more funds holding

Funds holding: 100112 (+12)

5% more capital invested

Capital invested by funds: $162M → $171M (+$8.7M)

3.71% less ownership

Funds ownership: 37.38%33.68% (-3.7%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
42
Reduced
18
Closed
6
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
$13.5M -$3.64M -37,418 -22%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$8.7M +$299K +3,073 +4%
MWM
4
Mission Wealth Management
California
$8.04M +$645K +6,627 +9%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$8M +$199K +2,044 +3%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.72M +$4.24M +43,566 +181%
Jane Street
7
Jane Street
New York
$4.87M +$4.25M +43,633 +816%
UBS Group
8
UBS Group
Switzerland
$4.17M -$682K -6,999 -14%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.91M -$1.96M -20,134 -41%
BlackRock
10
BlackRock
New York
$2.8M
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.69M +$720K +7,393 +38%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.63M +$487K +4,996 +23%
FMN
13
Financial Management Network
California
$2.57M +$160K +1,643 +7%
Morgan Stanley
14
Morgan Stanley
New York
$2.21M +$852K +8,749 +65%
Citadel Advisors
15
Citadel Advisors
Florida
$2.19M +$2.15M +22,070 New
FDCC
16
Foster Dykema Cabot & Co
Massachusetts
$2M
AFA
17
Arlington Financial Advisors
California
$1.81M +$28.9K +297 +2%
Mariner
18
Mariner
Kansas
$1.55M +$163K +1,675 +12%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.48M -$30.5K -313 -2%
LPL Financial
20
LPL Financial
California
$1.47M +$352K +3,611 +32%
Vontobel Holding
21
Vontobel Holding
Switzerland
$1.32M
MIAN
22
Mariner Independent Advisor Network
Kansas
$1.2M +$1.18M +12,078 New
AFS
23
Annapolis Financial Services
Maryland
$1.03M
AFP
24
Ausdal Financial Partners
Iowa
$982K +$86.7K +890 +10%
DAS
25
Dynamic Advisor Solutions
Arizona
$958K +$490K +5,034 +109%

SDG Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2021, worth a combined $171M — up 5.4% from $162M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SDG positions and 6 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Jane Street, adding an estimated $4.25M. The largest seller was Bank of America, cutting an estimated $3.64M.

  • 112 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2021, up from 100 in Q1 2021.
  • Funds reported $171M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2021, up 5.4% quarter-over-quarter.
  • 20 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2021 and 6 closed out, a net change of +14 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2021 was Jane Street, an estimated $4.25M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2021 was Bank of America, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2021.