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iShares MSCI Global Sustainable Development Goals ETF

101 hedge funds and large institutions have $64.8M invested in iShares MSCI Global Sustainable Development Goals ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

3% more funds holding

Funds holding: 98101 (+3)

0.26% less ownership

Funds ownership: 39.73%39.46% (-0.26%)

7% less capital invested

Capital invested by funds: $69.4M → $64.8M (-$4.54M)

31% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 35

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
35
Closed
4
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
$18.3M -$447K -5,304 -2%
Bank of America
2
Bank of America
North Carolina
$4.21M +$53.5K +634 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.71M -$250K -2,969 -8%
LPL Financial
4
LPL Financial
California
$2.17M +$52.7K +625 +2%
HIIFS
5
Harel Insurance Investments & Financial Services
Israel
$2.15M +$566K +6,713 +36%
FTUS
6
Flow Traders U.S.
New York
$1.82M -$1.94M -23,010 -52%
FDCP
7
Foster Dykema Cabot & Partners
Massachusetts
$1.8M -$2.11K -25 -0.1%
AL
8
Aspiriant LLC
California
$1.6M +$742K +8,799 +86%
Morgan Stanley
9
Morgan Stanley
New York
$1.31M -$75.6K -896 -5%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$1.3M -$627K -7,428 -33%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$1.08M
UBS Group
12
UBS Group
Switzerland
$971K -$1.54M -18,268 -61%
Osaic Holdings
13
Osaic Holdings
Arizona
$969K +$38.5K +456 +4%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$955K +$280K +3,319 +41%
DAS
15
Dynamic Advisor Solutions
Arizona
$868K -$1.21M -14,320 -58%
Jane Street
16
Jane Street
New York
$824K -$1.57M -18,602 -66%
MWM
17
Modera Wealth Management
New Jersey
$775K
BB
18
Berkshire Bank
Massachusetts
$773K -$316K -3,742 -29%
TWM
19
Tolleson Wealth Management
Texas
$756K
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$731K +$334K +3,964 +84%
WC
21
Weil Company
California
$708K -$1.18K -14 -0.2%
BC
22
Brio Consultants
California
$692K +$39.3K +466 +6%
Vontobel Holding
23
Vontobel Holding
Switzerland
$687K
LFG
24
Larson Financial Group
Missouri
$674K +$98.2K +1,164 +17%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$672K -$51K -605 -7%

SDG Hedge Fund Activity: Q4 2025 in Review

101 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Global Sustainable Development Goals ETF (SDG) for Q4 2025, worth a combined $64.8M — down 6.5% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SDG positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 35 trimmed.

The largest buyer was Aspiriant LLC, adding an estimated $742K. The largest seller was Flow Traders U.S., cutting an estimated $1.94M.

  • 101 institutional investors held iShares MSCI Global Sustainable Development Goals ETF (SDG) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $64.8M of iShares MSCI Global Sustainable Development Goals ETF stock for Q4 2025, down 6.5% quarter-over-quarter.
  • 8 funds opened new iShares MSCI Global Sustainable Development Goals ETF positions in Q4 2025 and 4 closed out, a net change of +4 holders.
  • The largest iShares MSCI Global Sustainable Development Goals ETF buyer in Q4 2025 was Aspiriant LLC, an estimated $742K added.
  • The largest iShares MSCI Global Sustainable Development Goals ETF seller in Q4 2025 was Flow Traders U.S., an estimated $1.94M sold.

Based on aggregated 13F filings for Q4 2025.