iShares MSCI Global Sustainable Development Goals ETF
SDG
118 hedge funds and large institutions have $110M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 50 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
4% more funds holding
Funds holding: 114 → 118 (+4)
0.05% less ownership
Funds ownership: 43.92% → 43.87% (-0.05%)
62% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 50
80% less capital inflows, than outflows
Capital inflows: $2.97M | Capital outflows: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHT Wealth Management
Chicago,
Illinois
|
+$320K |
| 2 |
TownSquare Capital
Provo,
Utah
|
+$305K |
| 3 |
Aspiriant LLC
Los Angeles,
California
|
+$252K |
| 4 |
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$236K |
| 5 |
Highland Financial Advisors
Wayne,
New Jersey
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$4.32M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$3.19M |
| 3 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$1.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$810K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$802K |
SDG Hedge Fund Activity: Q3 2024 in Review
118 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2024, worth a combined $110M — up 0.63% from $109M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SDG positions and 6 closed out — a net gain of 5 holders — while 19 added to existing stakes and 50 trimmed.
The largest buyer was IHT Wealth Management, opening a new position worth an estimated $320K. The largest seller was Jane Street, cutting an estimated $4.32M.
- 118 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $110M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2024, up 0.63% quarter-over-quarter.
- 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2024 and 6 closed out, a net change of +5 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2024 was IHT Wealth Management, an estimated $320K added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2024 was Jane Street, an estimated $4.32M sold.
Based on aggregated 13F filings for Q3 2024.