Who Owns SDG?
iShares MSCI Global Sustainable Development Goals ETF — Institutional Ownership & 13F Holdings
$88.66
+1.28 (+1.46%)
Market Cap
$171.8M
Shares Outstanding
1,828,265
Institutional Holders
109
Total Inst. Value
$138.8M
% of Float Held
—
QoQ Holder Change
+31
Institutional data as of Q1 2025
New Positions
31
Closed Positions
12
Increased
16
Decreased
36
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $89.5M | 1,236 |
| 2 | FLOW TRADERS U.S. LLC | $5.8M | 79,765 |
| 3 | BANK OF AMERICA CORP /DE/ | $3.6M | 49,785 |
| 4 | ROYAL BANK OF CANADA | $2.4M | 33,086 |
| 5 | ASPIRIANT, LLC | $2.3M | 31,677 |
| 6 | Dynamic Advisor Solutions LLC | $2.3M | 31,477 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 26,708 |
| 8 | UBS Group AG | $1.7M | 23,684 |
| 9 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.6M | 21,682 |
| 10 | JANE STREET GROUP, LLC | $1.3M | 18,491 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | +76K | $5.8M |
| UBS Group AG | +1K | $1.7M |
| Beacon Bank & TrustNew | +13K | $976K |
| Money Design Co.,Ltd.New | +13K | $975K |
| Harel Insurance Investments & Financial Services Ltd.New | +10K | $759K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MISSION WEALTH MANAGEMENT, LP | -94K | $1.0M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -80K | $1.9M |
| OSAIC HOLDINGS, INC. | -32K | $402K |
| Dynamic Advisor Solutions LLC | -20K | $2.3M |
| NewEdge Advisors, LLC | -19K | $830K |
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Frequently Asked Questions
How many institutional investors hold SDG?
As of Q1 2025, 109 institutional investors report holding SDG (iShares MSCI Global Sustainable Development Goals ETF) in their 13F filings.
Which hedge fund owns the most SDG?
The largest institutional holder of SDG is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $89.5M in shares.
Are institutions buying or selling SDG?
This quarter, 31 institutions opened new positions in SDG and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.