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iShares MSCI Global Sustainable Development Goals ETF

98 hedge funds and large institutions have $69.4M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $65M → $69.4M (+$4.33M)

3% more funds holding

Funds holding: 9598 (+3)

0.78% more ownership

Funds ownership: 38.95%39.73% (+0.78%)

44% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 32

Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
32
Closed
5
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
$18.5M -$934K -11,640 -5%
Bank of America
2
Bank of America
North Carolina
$4.11M -$597K -7,436 -13%
FTUS
3
Flow Traders U.S.
New York
$3.71M -$2.74M -34,148 -43%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.92M +$696K +8,665 +33%
UBS Group
5
UBS Group
Switzerland
$2.48M -$267K -3,322 -10%
Jane Street
6
Jane Street
New York
$2.36M +$1.69M +21,023 +285%
LPL Financial
7
LPL Financial
California
$2.09M -$148K -1,848 -7%
DAS
8
Dynamic Advisor Solutions
Arizona
$2.05M -$159K -1,981 -7%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$1.89M -$76.4K -952 -4%
FDCP
10
Foster Dykema Cabot & Partners
Massachusetts
$1.78M -$18.5K -231 -1%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$1.56M +$316K +3,934 +27%
Morgan Stanley
12
Morgan Stanley
New York
$1.37M +$63.3K +789 +5%
BB
13
Berkshire Bank
Massachusetts
$1.08M -$17K -212 -2%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.07M -$15.8K -197 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$915K +$587K +7,316 +196%
AL
16
Aspiriant LLC
California
$847K
MWM
17
Modera Wealth Management
New Jersey
$765K -$185K -2,300 -20%
TWM
18
Tolleson Wealth Management
Texas
$747K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$714K -$27.1K -337 -4%
WC
20
Weil Company
California
$701K -$16.1K -200 -2%
Vontobel Holding
21
Vontobel Holding
Switzerland
$679K
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$667K -$4.25K -53 -0.7%
BC
23
Brio Consultants
California
$645K +$38.2K +476 +7%
RCG
24
Regatta Capital Group
California
$640K -$13.6K -170 -2%
Citigroup
25
Citigroup
New York
$635K -$88.6K -1,104 -13%

SDG Hedge Fund Activity: Q3 2025 in Review

98 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q3 2025, worth a combined $69.4M — up 6.7% from $65M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDG positions and 5 closed out — a net gain of 6 holders — while 18 added to existing stakes and 32 trimmed.

The largest buyer was Jane Street, adding an estimated $1.69M. The largest seller was Flow Traders U.S., cutting an estimated $2.74M.

  • 98 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q3 2025, up from 95 in Q2 2025.
  • Funds reported $69.4M of iShares MSCI Global Sustainable Development Goals ETF stock for Q3 2025, up 6.7% quarter-over-quarter.
  • 11 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q3 2025 and 5 closed out, a net change of +6 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q3 2025 was Jane Street, an estimated $1.69M added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q3 2025 was Flow Traders U.S., an estimated $2.74M sold.

Based on aggregated 13F filings for Q3 2025.