iShares MSCI Global Sustainable Development Goals ETF
SDG
116 hedge funds and large institutions have $127M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 18 reducing their positions, and 8 closing their positions.
172% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 18
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
4% more funds holding
Funds holding: 112 → 116 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.95% less ownership
Funds ownership: 33.68% → 22.72% (-11%)
26% less capital invested
Capital invested by funds: $171M → $127M (-$44.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.44M |
| 3 |
Jane Street
New York
|
+$1.83M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$876K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.31M |
| 2 |
BlackRock
New York
|
-$2.15M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$428K |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$345K |
| 5 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$271K |
SDG Hedge Fund Activity: Q3 2021 in Review
116 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2021, worth a combined $127M — down 26% from $171M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SDG positions and 8 closed out — a net gain of 5 holders — while 49 added to existing stakes and 18 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $13.8M. The largest seller was Bank of America, cutting an estimated $2.31M.
- 116 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2021, up from 112 in Q2 2021.
- Funds reported $127M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2021, down 26% quarter-over-quarter.
- 13 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2021 and 8 closed out, a net change of +5 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2021 was Old Mission Capital, an estimated $13.8M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2021 was Bank of America, an estimated $2.31M sold.
Based on aggregated 13F filings for Q3 2021.