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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

124 hedge funds and large institutions have $147M invested in iShares MSCI Global Sustainable Development Goals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
47
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.78M
2
BWP
2
BSW Wealth Partners
Colorado
$2.42M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.53M
4
TWM
4
Tolleson Wealth Management
Texas
$1.45M
5
Morgan Stanley
5
Morgan Stanley
New York
$6.35M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.1M
2
Jane Street
2
Jane Street
New York
$1.55M
3
UBS Group
3
UBS Group
Switzerland
$1.57M
4
MWM
4
Mission Wealth Management
California
$10.8M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$3M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$35.1M 444,991 -68,476 -13%
MWM
2
Mission Wealth Management
California
$10.8M 136,822 -4,097 -3%
Bank of America
3
Bank of America
North Carolina
$7.05M 89,301 +7,883 +10%
Morgan Stanley
4
Morgan Stanley
New York
$6.35M 80,422 +16,959 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5M 63,414 +7,447 +13%
Ameriprise
6
Ameriprise
Minnesota
$4.85M 61,497 +16,024 +35%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.09M 51,776 +2,300 +5%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.78M 47,883 +43,763 +1,062%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$3M 38,000 -3,800 -9%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.97M 37,586 +4,015 +12%
DAS
11
Dynamic Advisor Solutions
Arizona
$2.89M 36,621 +408 +1%
BWP
12
BSW Wealth Partners
Colorado
$2.42M 30,638 +30,638 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.39M 30,241 -1,593 -5%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$2.36M 28,711 +997 +4%
LPL Financial
15
LPL Financial
California
$2.36M 29,884 +900 +3%
Citigroup
16
Citigroup
New York
$2M 25,347 +8,462 +50%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$1.68M 21,299 -494 -2%
UBS Group
18
UBS Group
Switzerland
$1.57M 19,848 -6,843 -26%
RBA
19
Richard Bernstein Advisors
New York
$1.55M 19,631 +2,691 +16%
Jane Street
20
Jane Street
New York
$1.55M 19,603 -48,975 -71%
Citadel Advisors
21
Citadel Advisors
Florida
$1.53M 19,345 +19,345 New
TWM
22
Tolleson Wealth Management
Texas
$1.45M 18,367 +18,367 New
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
$1.35M 17,059 – –
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$1.24M 15,729 +12,279 +356%
FPF
25
First Pacific Financial
Washington
$1.19M 15,078 -443 -3%
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