iShares MSCI Global Sustainable Development Goals ETF
SDG
113 hedge funds and large institutions have $139M invested in iShares MSCI Global Sustainable Development Goals ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1.58% more ownership
Funds ownership: 37.75% → 39.33% (+1.6%)
9% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 35
0% more funds holding
Funds holding: 113 → 113 (0)
7% less capital invested
Capital invested by funds: $149M → $139M (-$9.97M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.37M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.04M |
| 4 |
Jane Street
New York
|
+$818K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$672K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$5.13M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
-$4.5M |
| 3 |
RBA
Richard Bernstein Advisors
New York
|
-$805K |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
-$472K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$421K |
SDG Hedge Fund Activity: Q3 2023 in Review
113 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2023, worth a combined $139M — down 6.7% from $149M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SDG positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 35 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.37M. The largest seller was Morgan Stanley, cutting an estimated $5.13M.
- 113 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $139M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2023, down 6.7% quarter-over-quarter.
- 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2023 and 7 closed out, a net change of +1 holder.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $4.37M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2023 was Morgan Stanley, an estimated $5.13M sold.
Based on aggregated 13F filings for Q3 2023.