iShares MSCI Global Sustainable Development Goals ETF
SDG
109 hedge funds and large institutions have $126M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 31 reducing their positions, and 14 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 31
3.57% less ownership
Funds ownership: 34.18% → 30.61% (-3.6%)
4% less funds holding
Funds holding: 114 → 109 (-5)
22% less capital invested
Capital invested by funds: $161M → $126M (-$34.6M)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$2.08M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$1.39M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
+$1.36M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$771K |
| 5 |
Morgan Stanley
New York
|
+$527K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$7.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$5.26M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.2M |
| 5 |
Jane Street
New York
|
-$3.65M |
SDG Hedge Fund Activity: Q2 2022 in Review
109 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2022, worth a combined $126M — down 22% from $161M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of SDG and 9 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 42 added.
The largest buyer was Mission Wealth Management, adding an estimated $2.08M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $7.5M.
- 109 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2022, down from 114 in Q1 2022.
- Funds reported $126M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2022, down 22% quarter-over-quarter.
- 9 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2022 and 14 closed out, a net change of -5 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2022 was Mission Wealth Management, an estimated $2.08M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2022 was Carson Wealth (CWM LLC), an estimated $7.5M sold.
Based on aggregated 13F filings for Q2 2022.