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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

115 hedge funds and large institutions have $137M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

Holders
115
Holders Change
-7
Holders Change %
-5.74%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
31
Reduced
48
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.45M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.18M
3
Bank of America
3
Bank of America
North Carolina
$5.27M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$747K
5
OMC
5
Old Mission Capital
Illinois
$446K

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$107K
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$29.9M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$748K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$29.9M 379,511 -25,825 -6%
Jane Street
2
Jane Street
New York
$12.7M 161,251 -8,827 -5%
MWM
3
Mission Wealth Management
California
$10.9M 137,964 +2,188 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$8.18M 103,907 +11,553 +13%
Bank of America
5
Bank of America
North Carolina
$5.27M 66,960 +9,110 +16%
Citadel Advisors
6
Citadel Advisors
Florida
$4.45M 56,583 +24,015 +74%
DAS
7
Dynamic Advisor Solutions
Arizona
$4.39M 55,719 +3,470 +7%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.17M 53,004 +418 +0.8%
Citigroup
9
Citigroup
New York
$3.48M 44,203 +3,980 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.21M 40,766 +1,732 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.05M 38,712 -17,402 -31%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.05M 38,705 -5,296 -12%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.13M 27,113 -23,546 -46%
AL
14
Aspiriant LLC
California
$1.83M 23,305 -12,000 -34%
LPL Financial
15
LPL Financial
California
$1.72M 21,852 -3,688 -14%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.71M 21,731 +5,163 +31%
FDCP
17
Foster Dykema Cabot & Partners
Massachusetts
$1.71M 21,667 +13 +0.1%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$1.64M 20,824 +662 +3%
UBS Group
19
UBS Group
Switzerland
$1.41M 17,929 -1,422 -7%
BB
20
Berkshire Bank
Massachusetts
$1.41M 17,859 +440 +3%
RCG
21
Regatta Capital Group
California
$1.13M 14,418 -887 -6%
BDFN
22
Bond & Devick Financial Network
Minnesota
$1.01M 12,772 -1,378 -10%
Morgan Stanley
23
Morgan Stanley
New York
$1M 12,717 -11,623 -48%
Ameriprise
24
Ameriprise
Minnesota
$998K 12,684 +1,517 +14%
HHGA
25
Halbert Hargrove Global Advisors
California
$990K 12,581 +1,178 +10%
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