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iShares MSCI Global Sustainable Development Goals ETF
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Overview Fund Activity

107 hedge funds and large institutions have $69.5M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 13 closing their positions.

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
25
Reduced
39
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$5.77M
2
Citadel Advisors
2
Citadel Advisors
Florida
$659K
3
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$528K
4
WAM
4
WFA Asset Management
Wisconsin
$570K
5
GS
5
GTS Securities
New York
$448K

Top Sellers

1
MWM
1
Mission Wealth Management
California
$1.01M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$1.93M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$402K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.28M
5
NA
5
NewEdge Advisors
Louisiana
$830K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17M 234,197 +287 +0.1%
FTUS
2
Flow Traders U.S.
New York
$5.77M 79,765 +76,069 +2,058%
Bank of America
3
Bank of America
North Carolina
$3.6M 49,785 -10,510 -17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.4M 33,086 -6,233 -16%
AL
5
Aspiriant LLC
California
$2.29M 31,677 -17,120 -35%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.28M 31,477 -20,184 -39%
LPL Financial
7
LPL Financial
California
$2.08M 28,690 -3,676 -11%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.93M 26,708 -76,335 -74%
UBS Group
9
UBS Group
Switzerland
$1.71M 23,684 +1,082 +5%
FDCP
10
Foster Dykema Cabot & Partners
Massachusetts
$1.57M 21,682 -20 -0.1%
Jane Street
11
Jane Street
New York
$1.34M 18,491 -11,375 -38%
MWM
12
Mission Wealth Management
California
$1.01M 13,945 -93,904 -87%
BB
13
Berkshire Bank
Massachusetts
$976K 13,481 +141 +1%
MD
14
Money Design
Japan
$975K 13,467 +109 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$955K 13,196 -8,025 -38%
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$928K 12,818 – –
NA
17
NewEdge Advisors
Louisiana
$830K 11,467 -19,338 -63%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$759K 10,491 +431 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$725K 10,011 -409 -4%
MWM
20
Modera Wealth Management
New Jersey
$666K 9,200 – –
Citadel Advisors
21
Citadel Advisors
Florida
$659K 9,103 +9,103 New
TWM
22
Tolleson Wealth Management
Texas
$650K 8,980 – –
WC
23
Weil Company
California
$644K 8,903 +5,916 +198%
Citigroup
24
Citigroup
New York
$631K 8,715 +1,166 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$617K 8,519 -1,872 -18%
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