We are live on ! Find out more
SDG icon

iShares MSCI Global Sustainable Development Goals ETF

95 hedge funds and large institutions have $65M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less ownership

Funds ownership: 39.95%38.95% (-1%)

6% less capital invested

Capital invested by funds: $69.5M → $65M (-$4.42M)

11% less funds holding

Funds holding: 10795 (-12)

42% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 43

86% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 14

Holders
95
Holders Change
-12
Holders Change %
-11.21%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
25
Reduced
43
Closed
14
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
$17.7M -$32.8K -445 -0.2%
FTUS
2
Flow Traders U.S.
New York
$5.97M -$73.7K -1,001 -1%
Bank of America
3
Bank of America
North Carolina
$4.31M +$515K +6,997 +14%
UBS Group
4
UBS Group
Switzerland
$2.51M +$695K +9,439 +40%
LPL Financial
5
LPL Financial
California
$2.04M -$128K -1,737 -6%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.02M -$358K -4,865 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.01M -$489K -6,644 -20%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.82M -$235K -3,189 -12%
FDCP
9
Foster Dykema Cabot & Partners
Massachusetts
$1.64M -$368 -5 -0%
Morgan Stanley
10
Morgan Stanley
New York
$1.19M +$184K +2,500 +19%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$1.13M +$320K +4,351 +41%
MD
12
Money Design
Japan
$1.02M -$2.36K -32 -0.2%
BB
13
Berkshire Bank
Massachusetts
$996K -$25.4K -345 -3%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$990K +$424K +5,756 +79%
MWM
15
Modera Wealth Management
New Jersey
$872K +$169K +2,300 +25%
AL
16
Aspiriant LLC
California
$772K -$1.58M -21,497 -68%
TWM
17
Tolleson Wealth Management
Texas
$681K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$677K -$80.5K -1,093 -11%
Citigroup
19
Citigroup
New York
$663K +$1.69K +23 +0.3%
WC
20
Weil Company
California
$654K -$20.5K -279 -3%
Vontobel Holding
21
Vontobel Holding
Switzerland
$619K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$618K -$26.9K -366 -4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$612K +$30.3K +411 +5%
RCG
24
Regatta Capital Group
California
$596K -$22.9K -311 -4%
CWM
25
Congress Wealth Management
Massachusetts
$575K +$77.4K +1,051 +16%

SDG Hedge Fund Activity: Q2 2025 in Review

95 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q2 2025, worth a combined $65M — down 6.4% from $69.5M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SDG and 2 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 25 added.

The largest buyer was UBS Group, adding an estimated $695K. The largest seller was Aspiriant LLC, cutting an estimated $1.58M.

  • 95 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q2 2025, down from 107 in Q1 2025.
  • Funds reported $65M of iShares MSCI Global Sustainable Development Goals ETF stock for Q2 2025, down 6.4% quarter-over-quarter.
  • 2 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q2 2025 and 14 closed out, a net change of -12 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q2 2025 was UBS Group, an estimated $695K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q2 2025 was Aspiriant LLC, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2025.