iShares MSCI Global Sustainable Development Goals ETF
SDG
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, 32 increasing their positions, 46 reducing their positions, and 12 closing their positions.
1.65% more ownership
Funds ownership: 43.11% → 44.76% (+1.6%)
6% less funds holding
Funds holding: 122 → 115 (-7)
10% less capital invested
Capital invested by funds: $152M → $137M (-$14.4M)
30% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 46
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$895K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$706K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$539K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$439K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.82M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.64M |
| 4 |
JP Morgan Chase
New York
|
-$1.51M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$1.4M |
SDG Hedge Fund Activity: Q1 2024 in Review
115 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2024, worth a combined $137M — down 9.5% from $152M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SDG and 6 opened new positions — a net loss of 6 holders — while 46 trimmed existing stakes and 32 added.
The largest buyer was Citadel Advisors, adding an estimated $1.86M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $2M.
- 115 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2024, down from 122 in Q4 2023.
- Funds reported $137M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2024, down 9.5% quarter-over-quarter.
- 6 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2024 and 12 closed out, a net change of -6 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2024 was Citadel Advisors, an estimated $1.86M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2024 was Carson Wealth (CWM LLC), an estimated $2M sold.
Based on aggregated 13F filings for Q1 2024.