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iShares MSCI Global Sustainable Development Goals ETF
SDG

Overview Fund Activity

114 hedge funds and large institutions have $109M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 46 reducing their positions, and 12 closing their positions.

Holders
114
Holders Change
-1
Holders Change %
-0.87%
% of All Funds
1.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
28
Reduced
46
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Axiom Advisory
California
$1.96M
2
PCMC
2
Paragon Capital Management (Colorado)
Colorado
$954K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.38M
4
PWM
4
Perigon Wealth Management
California
$415K
5
MHS
5
M Holdings Securities
Oregon
$352K

Top Sellers

1
Jane Street
1
Jane Street
New York
$4.64M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$24.8M
3
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.55M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$24.8M 330,895 -48,616 -13%
MWM
2
Mission Wealth Management
California
$9.21M 122,714 -15,250 -11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.87M 104,884 +977 +0.9%
Bank of America
4
Bank of America
North Carolina
$5.3M 70,574 +3,614 +5%
Jane Street
5
Jane Street
New York
$4.64M 61,766 -99,485 -62%
DAS
6
Dynamic Advisor Solutions
Arizona
$3.76M 50,119 -5,600 -10%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.38M 45,086 +6,374 +16%
Citigroup
8
Citigroup
New York
$3.26M 43,448 -755 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.95M 39,318 +613 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.94M 39,114 -1,652 -4%
AA
11
Axiom Advisory
California
$1.96M 25,200 +25,200 New
AL
12
Aspiriant LLC
California
$1.69M 22,546 -759 -3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.68M 22,412 -4,701 -17%
FDCP
14
Foster Dykema Cabot & Partners
Massachusetts
$1.63M 21,654 -13 -0.1%
LPL Financial
15
LPL Financial
California
$1.57M 20,947 -905 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$1.55M 20,604 -35,979 -64%
UBS Group
17
UBS Group
Switzerland
$1.45M 19,374 +1,445 +8%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M 16,164 -36,840 -70%
BB
19
Berkshire Bank
Massachusetts
$1.21M 16,151 -1,708 -10%
MD
20
Money Design
Japan
$986K 13,139 +805 +7%
RCG
21
Regatta Capital Group
California
$983K 13,092 -1,326 -9%
PCMC
22
Paragon Capital Management (Colorado)
Colorado
$954K 12,713 +12,713 New
HHGA
23
Halbert Hargrove Global Advisors
California
$926K 12,331 -250 -2%
Morgan Stanley
24
Morgan Stanley
New York
$812K 10,818 -1,899 -15%
AFS
25
Annapolis Financial Services
Maryland
$781K 10,400 – –
1
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