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iShares MSCI Global Sustainable Development Goals ETF

114 hedge funds and large institutions have $149M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
114
Holders Change
-9
Holders Change %
-7.32%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
48
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$33.8M 427,911 -3,779 -0.9%
MWM
2
Mission Wealth Management
California
$10.7M 135,898 -1,387 -1%
Jane Street
3
Jane Street
New York
$6.99M 88,422 -10,940 -11%
Morgan Stanley
4
Morgan Stanley
New York
$6.12M 77,440 -144 -0.2%
Ameriprise
5
Ameriprise
Minnesota
$5.31M 67,145 +22,517 +50%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.07M 64,171 +168 +0.3%
Bank of America
7
Bank of America
North Carolina
$4.88M 61,701 -17,641 -22%
BWFA
8
Baltimore-Washington Financial Advisors
Maryland
$4.5M 56,951 +38,214 +204%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M 51,986 +1,706 +3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$3.52M 44,525 -4,770 -10%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.39M 42,912 +4,173 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.23M 40,852 -2,989 -7%
DAS
13
Dynamic Advisor Solutions
Arizona
$3.22M 40,747 +3,202 +9%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.08M 39,006 +1,011 +3%
Citigroup
15
Citigroup
New York
$2.56M 32,386 +2,145 +7%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.39M 30,600
LPL Financial
17
LPL Financial
California
$2.17M 27,418 -4,182 -13%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$1.68M 21,299
OMC
19
Old Mission Capital
Illinois
$1.68M 21,197 +12,023 +131%
UBS Group
20
UBS Group
Switzerland
$1.58M 19,990 -1,212 -6%
RBA
21
Richard Bernstein Advisors
New York
$1.46M 18,517 -507 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.45M 18,355 +396 +2%
RCG
23
Regatta Capital Group
California
$1.39M 17,563 +2,537 +17%
CSPIA
24
Cary Street Partners Investment Advisory
Virginia
$1.35M 17,059
JPMPWA
25
J.P. Morgan Private Wealth Advisors
California
$1.3M 16,449 -50 -0.3%