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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

114 hedge funds and large institutions have $142M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
114
Holders Change
–
Holders Change %
0%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
39
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.33M
2
FGAM
2
Financial Gravity Asset Management
Texas
$3.16M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$5.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.48M
5
Jane Street
5
Jane Street
New York
$7.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$919K
2
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$0
3
RBA
3
Richard Bernstein Advisors
New York
$618K
4
CL
4
Choreo LLC
Illinois
$354K
5
CAMV
5
Concord Asset Management (Virginia)
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$31.6M 423,409 -4,502 -1%
MWM
2
Mission Wealth Management
California
$9.99M 134,057 -1,841 -1%
Jane Street
3
Jane Street
New York
$7.36M 98,812 +10,390 +12%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$7.33M 98,359 +55,447 +129%
Ameriprise
5
Ameriprise
Minnesota
$5.64M 75,687 +8,542 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$5.43M 72,851 +31,999 +78%
Bank of America
7
Bank of America
North Carolina
$4.52M 60,652 -1,049 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$4.38M 58,827 -5,344 -8%
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.88M 52,108 +122 +0.2%
DAS
10
Dynamic Advisor Solutions
Arizona
$3.56M 47,770 +7,023 +17%
FGAM
11
Financial Gravity Asset Management
Texas
$3.16M 73,663 +68,542 +1,338%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.07M 41,244 +2,238 +6%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.94M 39,406 -5,119 -11%
Citigroup
14
Citigroup
New York
$2.69M 36,056 +3,670 +11%
Citadel Advisors
15
Citadel Advisors
Florida
$2.48M 33,293 +25,953 +354%
LPL Financial
16
LPL Financial
California
$2.2M 29,547 +2,129 +8%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$2.08M 28,100 -2,500 -8%
OMC
18
Old Mission Capital
Illinois
$1.65M 22,196 +999 +5%
FDCC
19
Foster Dykema Cabot & Co
Massachusetts
$1.59M 21,299 – –
UBS Group
20
UBS Group
Switzerland
$1.52M 20,355 +365 +2%
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
$1.42M 19,019 +1,960 +11%
RCG
22
Regatta Capital Group
California
$1.24M 16,706 -857 -5%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$1.23M 16,449 – –
BB
24
Berkshire Bank
Massachusetts
$1.11M 14,858 +183 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.1M 14,778 -3,577 -19%
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