iShares MSCI Global Sustainable Development Goals ETF
SDG
122 hedge funds and large institutions have $158M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 16 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 32
7% more capital invested
Capital invested by funds: $147M → $158M (+$10.9M)
2.95% more ownership
Funds ownership: 34.24% → 37.19% (+3%)
6% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 16
2% less funds holding
Funds holding: 124 → 122 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$6.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.15M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.61M |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.32M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWP
BSW Wealth Partners
Boulder,
Colorado
|
-$2.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.35M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.06M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$845K |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$803K |
SDG Hedge Fund Activity: Q1 2023 in Review
122 of the 6,283 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 $158M — up 7.4% from $147M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of SDG and 15 opened new positions — a net loss of 1 holder — while 32 trimmed existing stakes and 43 added.
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.
- 122 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2023, down from 124 in Q4 2022.
- Funds reported $158M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2023, up 7.4% quarter-over-quarter.
- 15 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2023 and 16 closed out, a net change of -1 holder.
- 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.