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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

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.

Holders
123
Holders Change
-1
Holders Change %
-0.81%
% of All Funds
1.97%
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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$7.87M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.66M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.58M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.47M
5
CL
5
Choreo LLC
Illinois
$870K

Top Sellers

1
BWP
1
BSW Wealth Partners
Colorado
$0
2
Ameriprise
2
Ameriprise
Minnesota
$3.54M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$34.2M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
AL
5
Aspiriant LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$34.2M 431,690 -13,301 -3%
MWM
2
Mission Wealth Management
California
$10.9M 137,285 +463 +0.3%
Jane Street
3
Jane Street
New York
$7.87M 99,362 +79,759 +407%
Bank of America
4
Bank of America
North Carolina
$6.28M 79,342 -9,959 -11%
Morgan Stanley
5
Morgan Stanley
New York
$6.14M 77,584 -2,838 -4%
Citadel Advisors
6
Citadel Advisors
Florida
$5.66M 71,426 +52,081 +269%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M 50,280 -1,496 -3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$3.9M 49,295 +1,412 +3%
Ameriprise
9
Ameriprise
Minnesota
$3.54M 44,628 -16,869 -27%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.47M 43,841 +13,600 +45%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.07M 38,739 +10,028 +35%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.01M 37,995 +409 +1%
DAS
13
Dynamic Advisor Solutions
Arizona
$2.97M 37,545 +924 +3%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.58M 32,733 +32,733 New
LPL Financial
15
LPL Financial
California
$2.5M 31,600 +1,716 +6%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.42M 30,600 -7,400 -19%
Citigroup
17
Citigroup
New York
$2.39M 30,241 +4,894 +19%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$1.69M 21,299 – –
UBS Group
19
UBS Group
Switzerland
$1.68M 21,202 +1,354 +7%
RBA
20
Richard Bernstein Advisors
New York
$1.51M 19,024 -607 -3%
BWFA
21
Baltimore-Washington Financial Advisors
Maryland
$1.48M 18,737 +7,939 +74%
TWM
22
Tolleson Wealth Management
Texas
$1.45M 18,367 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.42M 17,959 +5,690 +46%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$1.35M 17,059 – –
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.31M 16,499 +770 +5%
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