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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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.

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
31
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
1
Mission Wealth Management
California
$11.6M
2
SHJ
2
Sharkey, Howes & Javer
Colorado
$1.34M
3
RBA
3
Richard Bernstein Advisors
New York
$1.32M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$1.75M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.36M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.94M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.97M
5
Jane Street
5
Jane Street
New York
$2.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$42.5M 532,083 -91,068 -15%
MWM
2
Mission Wealth Management
California
$11.6M 145,142 +25,276 +21%
Bank of America
3
Bank of America
North Carolina
$5.47M 68,501 +4,263 +7%
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.96M 49,536 -396 -0.8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.94M 49,269 -69,009 -58%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$3.42M 42,800 – –
UBS Group
7
UBS Group
Switzerland
$3.01M 37,683 -4,912 -12%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.97M 37,172 -50,951 -58%
Jane Street
9
Jane Street
New York
$2.63M 32,977 -44,265 -57%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.56M 32,083 +2,169 +7%
DAS
11
Dynamic Advisor Solutions
Arizona
$2.16M 26,984 +1,691 +7%
LPL Financial
12
LPL Financial
California
$2.14M 26,823 -1,539 -5%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.75M 21,690 +9,357 +76%
FDCC
14
Foster Dykema Cabot & Co
Massachusetts
$1.74M 21,793 -2,839 -12%
Mariner
15
Mariner
Kansas
$1.62M 20,267 +204 +1%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.36M 17,054 -3,140 -16%
Morgan Stanley
17
Morgan Stanley
New York
$1.36M 16,987 +6,396 +60%
SHJ
18
Sharkey, Howes & Javer
Colorado
$1.34M 16,813 +16,813 New
RBA
19
Richard Bernstein Advisors
New York
$1.32M 16,488 +16,488 New
RCG
20
Regatta Capital Group
California
$1.3M 16,239 +2,727 +20%
AFP
21
Ausdal Financial Partners
Iowa
$1.23M 15,398 +724 +5%
WAM
22
WFA Asset Management
Wisconsin
$1.19M 14,904 +74 +0.5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.09M 13,649 -2 -0%
FMN
24
Financial Management Network
California
$1.08M 13,398 -2,253 -14%
HGWM
25
Harvest Group Wealth Management
Massachusetts
$906K 10,955 -1,958 -15%
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