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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

112 hedge funds and large institutions have $125M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 30 reducing their positions, and 10 closing their positions.

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.5M
2
Ameriprise
2
Ameriprise
Minnesota
$3.22M
3
Jane Street
3
Jane Street
New York
$4.86M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$1.21M
5
FPF
5
First Pacific Financial
Washington
$1.1M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.4M
2
UBS Group
2
UBS Group
Switzerland
$1.89M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$736K
5
SHJ
5
Sharkey, Howes & Javer
Colorado
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$36.4M 513,467 -18,616 -3%
MWM
2
Mission Wealth Management
California
$9.99M 140,919 -4,223 -3%
Bank of America
3
Bank of America
North Carolina
$5.77M 81,418 +12,917 +19%
Jane Street
4
Jane Street
New York
$4.86M 68,578 +35,601 +108%
Morgan Stanley
5
Morgan Stanley
New York
$4.5M 63,463 +46,476 +274%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.97M 55,967 +6,698 +14%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.51M 49,476 -60 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$3.22M 45,473 +41,271 +982%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$2.96M 41,800 -1,000 -2%
DAS
10
Dynamic Advisor Solutions
Arizona
$2.57M 36,213 +9,229 +34%
Osaic Holdings
11
Osaic Holdings
Arizona
$2.38M 33,571 +1,488 +5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.26M 31,834 -5,338 -14%
LPL Financial
13
LPL Financial
California
$2.05M 28,984 +2,161 +8%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.95M 27,714 +6,024 +28%
UBS Group
15
UBS Group
Switzerland
$1.89M 26,691 -10,992 -29%
FDCC
16
Foster Dykema Cabot & Co
Massachusetts
$1.54M 21,793 – –
RCG
17
Regatta Capital Group
California
$1.3M 16,239 – –
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$1.21M 17,059 +17,059 New
RBA
19
Richard Bernstein Advisors
New York
$1.2M 16,940 +452 +3%
Citigroup
20
Citigroup
New York
$1.2M 16,885 +10,533 +166%
Mariner
21
Mariner
Kansas
$1.19M 16,849 -3,418 -17%
FPF
22
First Pacific Financial
Washington
$1.1M 15,521 +15,521 New
WAM
23
WFA Asset Management
Wisconsin
$1.06M 15,003 +99 +0.7%
AFP
24
Ausdal Financial Partners
Iowa
$1.04M 14,696 -702 -5%
FMN
25
Financial Management Network
California
$1.03M 13,914 +516 +4%
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