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iShares MSCI Global Sustainable Development Goals ETF

123 hedge funds and large institutions have $153M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

3.04% more ownership

Funds ownership: 34.24%37.28% (+3%)

4% more capital invested

Capital invested by funds: $147M → $153M (+$5.88M)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

1% less funds holding

Funds holding: 124123 (-1)

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
43
Reduced
32
Closed
16
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
$34.2M -$1.06M -13,301 -3%
MWM
2
Mission Wealth Management
California
$10.9M +$36.9K +463 +0.3%
Jane Street
3
Jane Street
New York
$7.87M +$6.36M +79,759 +407%
Bank of America
4
Bank of America
North Carolina
$6.28M -$794K -9,959 -11%
Morgan Stanley
5
Morgan Stanley
New York
$6.14M -$226K -2,838 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$5.66M +$4.15M +52,081 +269%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M -$119K -1,496 -3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.9M +$113K +1,412 +3%
Ameriprise
9
Ameriprise
Minnesota
$3.54M -$1.35M -16,869 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.47M +$1.08M +13,600 +45%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$800K +10,028 +35%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.01M +$32.6K +409 +1%
DAS
13
Dynamic Advisor Solutions
Arizona
$2.97M +$73.7K +924 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.58M +$2.61M +32,733 New
LPL Financial
15
LPL Financial
California
$2.5M +$137K +1,716 +6%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.42M -$590K -7,400 -19%
Citigroup
17
Citigroup
New York
$2.39M +$390K +4,894 +19%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$1.69M
UBS Group
19
UBS Group
Switzerland
$1.68M +$108K +1,354 +7%
RBA
20
Richard Bernstein Advisors
New York
$1.51M -$48.4K -607 -3%
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$1.48M +$633K +7,939 +74%
TWM
22
Tolleson Wealth Management
Texas
$1.45M
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.42M +$454K +5,690 +46%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$1.35M
JMPWA
25
JP Morgan Private Wealth Advisors
California
$1.31M +$61.4K +770 +5%

SDG Hedge Fund Activity: Q1 2023 in Review

123 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2023, worth a combined $153M — up 4% from $147M a quarter earlier.

Fund positioning in SDG was balanced in Q1 2023: 16 funds opened new positions, 16 closed out, 43 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $6.36M. The largest seller was BSW Wealth Partners, exiting entirely with an estimated $2.42M sold.

  • 123 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2023, down from 124 in Q4 2022.
  • Funds reported $153M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2023, up 4% quarter-over-quarter.
  • 16 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2023 and 16 closed out, a net change of 0 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2023 was Jane Street, an estimated $6.36M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2023 was BSW Wealth Partners, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2023.