iShares MSCI Global Sustainable Development Goals ETF
SDG
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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
10.95% less ownership
Funds ownership: 33.68% → 22.72% (-11%)
26% less capital invested
Capital invested by funds: $171M → $127M (-$44.2M)
Holders
116
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$13.5M | |
| 2 | +$2.39M | |
| 3 | +$1.79M | |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$855K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$687K |
Top Sellers
| 1 | -$2.26M | |
| 2 | -$2.1M | |
| 3 | -$428K | |
| 4 |
PWM
PRW Wealth Management
Quincy,
Massachusetts
|
-$345K |
| 5 |
SIM
Seaview Investment Managers
Miami,
Florida
|
-$271K |