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iShares MSCI Global Sustainable Development Goals ETF

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.

New
Increased
Maintained
Reduced
Closed

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 110107 (-3)

2.82% less ownership

Funds ownership: 42.77%39.95% (-2.8%)

19% less capital invested

Capital invested by funds: $85.8M → $69.5M (-$16.4M)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
107
Holders Change
-3
Holders Change %
-2.73%
% of All Funds
1.43%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17M +$21.1K +287 +0.1%
FTUS
2
Flow Traders U.S.
New York
$5.77M +$5.58M +76,069 +2,058%
Bank of America
3
Bank of America
North Carolina
$3.6M -$771K -10,510 -17%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.4M -$458K -6,233 -16%
AL
5
Aspiriant LLC
California
$2.29M -$1.26M -17,120 -35%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.28M -$1.48M -20,184 -39%
LPL Financial
7
LPL Financial
California
$2.08M -$270K -3,676 -11%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.93M -$5.6M -76,335 -74%
UBS Group
9
UBS Group
Switzerland
$1.71M +$79.4K +1,082 +5%
FDCP
10
Foster Dykema Cabot & Partners
Massachusetts
$1.57M -$1.47K -20 -0.1%
Jane Street
11
Jane Street
New York
$1.34M -$835K -11,375 -38%
MWM
12
Mission Wealth Management
California
$1.01M -$6.89M -93,904 -87%
BB
13
Berkshire Bank
Massachusetts
$976K +$10.3K +141 +1%
MD
14
Money Design
Japan
$975K +$8K +109 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$955K -$589K -8,025 -38%
PCMC
16
Paragon Capital Management (Colorado)
Colorado
$928K
NA
17
NewEdge Advisors
Louisiana
$830K -$1.42M -19,338 -63%
HIIFS
18
Harel Insurance Investments & Financial Services
Israel
$759K +$31.6K +431 +4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$725K -$30K -409 -4%
MWM
20
Modera Wealth Management
New Jersey
$666K
Citadel Advisors
21
Citadel Advisors
Florida
$659K +$668K +9,103 New
TWM
22
Tolleson Wealth Management
Texas
$650K
WC
23
Weil Company
California
$644K +$434K +5,916 +198%
Citigroup
24
Citigroup
New York
$631K +$85.6K +1,166 +15%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$617K -$137K -1,872 -18%

SDG Hedge Fund Activity: Q1 2025 in Review

107 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q1 2025, worth a combined $69.5M — down 19% from $85.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SDG and 12 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 25 added.

The largest buyer was Flow Traders U.S., adding an estimated $5.58M. The largest seller was Mission Wealth Management, cutting an estimated $6.89M.

  • 107 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q1 2025, down from 110 in Q4 2024.
  • Funds reported $69.5M of iShares MSCI Global Sustainable Development Goals ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 12 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q1 2025 and 13 closed out, a net change of -1 holder.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $5.58M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q1 2025 was Mission Wealth Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2025.