iShares MSCI Global Sustainable Development Goals ETF
SDG
110 hedge funds and large institutions have $85.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 36
1.1% less ownership
Funds ownership: 43.87% → 42.77% (-1.1%)
7% less funds holding
Funds holding: 118 → 110 (-8)
22% less capital invested
Capital invested by funds: $110M → $85.8M (-$23.8M)
33% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.95M |
| 2 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$1.8M |
| 3 |
Jane Street
New York
|
+$1.79M |
| 4 |
LPL Financial
San Diego,
California
|
+$845K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.4M |
| 2 |
Citigroup
New York
|
-$2.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.16M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$949K |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$793K |
SDG Hedge Fund Activity: Q4 2024 in Review
110 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2024, worth a combined $85.8M — down 22% from $110M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of SDG and 12 opened new positions — a net loss of 6 holders — while 36 trimmed existing stakes and 36 added.
The largest buyer was NewEdge Advisors, adding an estimated $1.95M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.4M.
- 110 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2024, down from 118 in Q3 2024.
- Funds reported $85.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2024, down 22% quarter-over-quarter.
- 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2024 and 18 closed out, a net change of -6 holders.
- The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2024 was NewEdge Advisors, an estimated $1.95M added.
- The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2024 was Carson Wealth (CWM LLC), an estimated $4.4M sold.
Based on aggregated 13F filings for Q4 2024.