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iShares MSCI Global Sustainable Development Goals ETF

95 hedge funds and large institutions have $65.1M 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
Holders
95
Holders Change
-12
Holders Change %
-11.21%
% of All Funds
1.27%
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
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$17.7M -$33.8K -445 -0.2%
FTUS
2
Flow Traders U.S.
New York
$5.98M -$75.9K -1,001 -1%
Bank of America
3
Bank of America
North Carolina
$4.31M +$531K +6,997 +14%
UBS Group
4
UBS Group
Switzerland
$2.51M +$716K +9,439 +40%
LPL Financial
5
LPL Financial
California
$2.04M -$132K -1,737 -6%
DAS
6
Dynamic Advisor Solutions
Arizona
$2.02M -$369K -4,865 -15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.01M -$504K -6,644 -20%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$1.82M -$247K -3,189 -12%
FDCP
9
Foster Dykema Cabot & Partners
Massachusetts
$1.64M -$379 -5 -0%
Morgan Stanley
10
Morgan Stanley
New York
$1.19M +$190K +2,500 +19%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$1.13M +$330K +4,351 +41%
MD
12
Money Design
Japan
$1.02M -$2.43K -32 -0.2%
BB
13
Berkshire Bank
Massachusetts
$996K -$26.2K -345 -3%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$990K +$437K +5,756 +79%
MWM
15
Modera Wealth Management
New Jersey
$872K +$174K +2,300 +25%
AL
16
Aspiriant LLC
California
$772K -$1.63M -21,497 -68%
TWM
17
Tolleson Wealth Management
Texas
$681K
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$677K -$83K -1,093 -11%
Citigroup
19
Citigroup
New York
$663K +$1.75K +23 +0.3%
WC
20
Weil Company
California
$654K -$21.2K -279 -3%
Vontobel Holding
21
Vontobel Holding
Switzerland
$619K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$618K -$27.8K -366 -4%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$612K +$31.2K +411 +5%
RCG
24
Regatta Capital Group
California
$596K -$23.6K -311 -4%
CWM
25
Congress Wealth Management
Massachusetts
$575K +$79.7K +1,051 +16%