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iShares MSCI Global Sustainable Development Goals ETF

126 hedge funds and large institutions have $207M invested in iShares MSCI Global Sustainable Development Goals ETF in 2021 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

63% more capital invested

Capital invested by funds: $127M → $207M (+$80M)

15.86% more ownership

Funds ownership: 22.72%38.58% (+16%)

9% more funds holding

Funds holding: 116126 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
126
Holders Change
+10
Holders Change %
+8.62%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
45
Reduced
27
Closed
13
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
$59.1M +$60.9M +650,957 New
Jane Street
2
Jane Street
New York
$22.1M +$16.4M +175,380 +259%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.5M +$4.48M +47,894 +70%
MWM
4
Mission Wealth Management
California
$9.67M +$1.73M +18,499 +21%
HGWM
5
Harvest Group Wealth Management
Massachusetts
$9.47M +$1.76M +18,807 +22%
Bank of America
6
Bank of America
North Carolina
$8.86M -$1.42M -15,209 -13%
SC
7
Sepio Capital
Utah
$6.17M +$6.35M +67,949 New
HSBC Holdings
8
HSBC Holdings
United Kingdom
$4.08M +$4.21M +45,000 New
UBS Group
9
UBS Group
Switzerland
$3.88M -$271K -2,900 -6%
FDCDDQ
10
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.78M +$851K +9,104 +28%
LPL Financial
11
LPL Financial
California
$3.65M +$57K +610 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$3.56M -$4.68M -50,085 -56%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.45M +$3.56M +38,066 New
OMC
14
Old Mission Capital
Illinois
$2.87M -$10.2M -108,547 -77%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.79M +$253K +2,709 +10%
FMN
16
Financial Management Network
California
$2.57M +$110K +1,174 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.5M -$137K -1,467 -5%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$2.24M +$318K +3,400 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$2.08M -$445K -4,755 -17%
Ameriprise
20
Ameriprise
Minnesota
$1.95M +$1.1M +11,805 +123%
AFA
21
Arlington Financial Advisors
California
$1.73M -$90.5K -968 -5%
DAS
22
Dynamic Advisor Solutions
Arizona
$1.67M +$565K +6,038 +49%
Mariner
23
Mariner
Kansas
$1.62M +$131K +1,400 +9%
WAM
24
WFA Asset Management
Wisconsin
$1.61M +$1.66M +17,746 New
BAM
25
Belpointe Asset Management
Nevada
$1.51M +$51.9K +555 +3%

SDG Hedge Fund Activity: Q4 2021 in Review

126 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2021, worth a combined $207M — up 63% from $127M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SDG positions and 13 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $16.4M. The largest seller was Old Mission Capital, cutting an estimated $10.2M.

  • 126 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $207M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2021, up 63% quarter-over-quarter.
  • 24 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2021 and 13 closed out, a net change of +11 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2021 was Jane Street, an estimated $16.4M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2021 was Old Mission Capital, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2021.