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iShares MSCI Global Sustainable Development Goals ETF (SDG) Institutional Ownership

iShares MSCI Global Sustainable Development Goals ETF logo
$82.46 +1.42 (+1.75%)
Closing price 03:55 PM Eastern
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$82.45 -0.01 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares MSCI Global Sustainable Development Goals ETF (NASDAQ:SDG)

Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$6.07M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$292.11K
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SDG Institutional Buying and Selling by Quarter

iShares MSCI Global Sustainable Development Goals ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2025 Flow Traders U.S. LLC78,764$5.98M0.2%-1.3%3.663%
7/17/2025 Janney Montgomery Scott LLC2,713$206K0.0%N/A0.123%
5/14/2025 Flow Traders U.S. LLC79,765$5.77M0.2%+2,058.1%3.468%
4/28/2025 First Horizon Advisors Inc.3,236$234K0.0%-30.8%0.141%
4/22/2025 Cambridge Investment Research Advisors Inc.4,424$320K0.0%-12.2%0.192%
4/14/2025 Farther Finance Advisors LLC4,346$315K0.0%N/A0.189%
1/23/2025 Money Design Co. Ltd.13,358$961K0.0%+1.8%0.486%
1/17/2025 Avior Wealth Management LLC400$29K0.0%N/A0.015%
1/17/2025 Janney Montgomery Scott LLC3,072$220K0.0%-23.4%0.112%
8/9/2024 One Capital Management LLC2,960$222K0.0%-5.9%0.094%
7/23/2024 MFA Wealth Advisors LLC943$71K0.0%N/A0.029%
5/1/2024 Janney Montgomery Scott LLC4,589$361K0.0%-56.2%0.122%
2/13/2024 Rathbones Group PLC3,769$305K0.0%-25.0%0.092%
2/12/2024 Tradition Wealth Management LLC5,933$481K0.1%+6.1%0.145%
2/8/2024 Janney Montgomery Scott LLC10,466$848K0.0%+106.6%0.255%
2/7/2024 Cary Street Partners Investment Advisory LLC20,162$1.63M0.1%+6.0%0.492%
1/29/2024 Money Design Co. Ltd.12,550$1.02M0.1%-4.6%0.306%
11/13/2023 Cary Street Partners Investment Advisory LLC19,019$1.42M0.1%+11.5%0.418%
11/4/2023 NBC Securities Inc.437$32K0.0%N/A0.010%
10/30/2023 Money Design Co. Ltd.13,159$981K0.1%+2.9%0.289%
10/24/2023 Cambridge Investment Research Advisors Inc.5,201$388K0.0%+30.9%0.114%
10/12/2023 AdvisorNet Financial Inc761$57K0.0%N/A0.016%
8/14/2023 Tolleson Wealth Management Inc.8,980$710K0.2%-51.1%0.181%
8/4/2023 Rathbones Group PLC5,001$395K0.0%-32.2%0.101%
7/28/2023 Money Design Co. Ltd.12,789$1.01M0.1%-21.2%0.256%
7/26/2023 Janney Montgomery Scott LLC5,094$403K0.0%+11.1%0.102%
5/31/2023 Coastline Trust Co3,790$300K0.0%+23.3%0.074%
5/30/2023 BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.234%
5/22/2023 Whelan Financial9,740$771K0.4%-15.5%0.189%
5/15/2023Financial Gravity Asset Management Inc.4,917$389K0.0%N/A0.095%
5/12/2023 Richard Bernstein Advisors LLC19,024$1.51M0.0%-3.1%0.369%
5/12/2023 Tradition Wealth Management LLC6,421$508K0.1%+7.8%0.125%
5/11/2023 PFG Investments LLC3,446$273K0.1%N/A0.067%
5/11/2023 Meitav Investment House Ltd.3,133$247K0.0%N/A0.061%
5/11/2023 Commonwealth Equity Services LLC64,003$5.07M0.0%+0.9%1.243%
5/11/2023 Citigroup Inc.30,241$2.40M0.0%+19.3%0.587%
5/11/2023 One Capital Management LLC3,457$274K0.0%-10.4%0.067%
5/10/2023 Oppenheimer Asset Management Inc.2,715$215K0.0%-5.8%0.053%
5/10/2023 Baltimore Washington Financial Advisors Inc.18,737$1.48M0.1%+73.5%0.364%
5/9/2023 US Bancorp DE5,630$446K0.0%+793.7%0.109%
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5/5/2023Levy Wealth Management Group LLC5,017$397K0.1%+12.4%0.097%
5/4/2023Merriman Wealth Management LLC5,982$474K0.0%+88.6%0.116%
5/4/2023 Brio Consultants LLC5,781$458K0.1%+8.7%0.112%
5/4/2023 Ausdal Financial Partners Inc.14,477$1.15M0.2%-0.9%0.281%
5/4/2023 KilterHowling LLC3,771$299K0.3%+12.0%0.073%
5/3/2023 Integrated Wealth Concepts LLC2,575$204K0.0%N/A0.050%
5/3/2023Monumental Financial Group Inc.2,037$161K0.1%N/A0.040%
5/2/2023 Harel Insurance Investments & Financial Services Ltd.2,205$175K0.0%N/A0.043%
5/1/2023 Money Concepts Capital Corp18,544$749K0.0%+813.5%0.360%
5/1/2023 CWM LLC431,690$34.19M0.2%-3.0%8.382%
4/28/2023 Ameritas Advisory Services LLC5,835$468K0.0%+2.5%0.113%
4/28/2023 Janney Montgomery Scott LLC4,584$363K0.0%-7.0%0.089%
4/28/2023Harvest Group Wealth Management LLC8,812$698K0.4%-5.7%0.171%
4/27/2023 Stratos Wealth Partners LTD.4,302$341K0.0%N/A0.084%
4/27/2023 Money Design Co. Ltd.16,225$1.29M0.1%N/A0.315%
4/26/2023 Concord Wealth Partners4,915$389K0.1%-26.0%0.095%
4/25/2023 Halbert Hargrove Global Advisors LLC10,937$866K0.1%+4.1%0.212%
4/25/2023 Wealth Enhancement Advisory Services LLC38,739$3.07M0.0%+34.9%0.738%
4/25/2023 Geneos Wealth Management Inc.392$31K0.0%+1,468.0%0.007%
4/21/2023 First Pacific Financial7,916$627K0.3%-47.5%0.151%
4/21/2023 Sandbox Financial Partners LLC3,119$247K0.1%-25.0%0.059%
4/21/2023 BKA Wealth Consulting Inc.12,059$953K0.4%N/A0.230%
4/18/2023 Sharkey Howes & Javer3,489$276K0.1%-51.6%0.066%
4/17/2023 First Heartland Consultants Inc.3,468$275K0.0%+20.9%0.065%
4/17/2023 Claro Advisors LLC11,694$926K0.3%+5.9%0.221%
4/14/2023 Congress Wealth Management LLC DE5,877$465K0.0%+19.7%0.111%
4/14/2023Raymond James & Associates4,444$352K0.0%-5.0%0.084%
4/13/2023 Eaton Financial Holdings Company LLC3,256$258K0.2%-19.4%0.061%
4/12/2023 Vontobel Holding Ltd.9,800$776K0.0%-2.7%0.185%
4/11/2023 Berkshire Bank14,650$1.16M0.3%+3.0%0.276%
4/11/2023 Bond & Devick Financial Network Inc.13,794$1.09M0.7%+1.2%0.260%
4/7/2023 Mission Wealth Management LP137,285$10.87M0.5%+0.3%2.590%
4/4/2023Cedar Brook Financial Partners LLC4,605$365K0.1%+6.4%0.087%
3/13/2023 Claro Advisors LLC11,038$871K0.3%+14.3%0.201%
3/6/2023 OLD Mission Capital LLC14,628$1.15M0.0%+117.9%0.266%
2/21/2023 Northwestern Mutual Wealth Management Co.47,883$3.78M0.0%+1,062.2%0.871%
2/13/2023 Kingsview Wealth Management LLC3,046$240K0.0%-23.2%0.055%
2/13/2023 Tanglewood Legacy Advisors LLC1,400$110K0.1%N/A0.025%
2/13/2023Merriman Wealth Management LLC3,171$250K0.0%-47.4%0.058%
2/13/2023 M&T Bank Corp72,734$4.78M0.0%N/A1.322%
2/10/2023 Advisor Group Holdings Inc.37,586$2.97M0.0%+12.0%0.683%
2/10/2023 Corrado Advisors LLC792$62K0.0%N/A0.014%
2/9/2023 Baltimore Washington Financial Advisors Inc.10,798$852K0.1%+122.0%0.196%
2/9/2023 Coastline Trust Co3,075$243K0.0%N/A0.056%
2/9/2023 Citigroup Inc.25,347$2M0.0%+50.1%0.461%
2/9/2023 HighTower Advisors LLC2,694$213K0.0%N/A0.049%
2/8/2023Orion Portfolio Solutions LLC3,002$237K0.0%N/A0.055%
2/7/2023 Commonwealth Equity Services LLC63,414$5.00M0.0%+13.3%1.153%
2/7/2023 Regatta Capital Group LLC15,026$1.19M0.4%-7.5%0.273%
2/7/2023 LPL Financial LLC29,884$2.36M0.0%+3.1%0.543%
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2/7/2023 Brio Consultants LLC5,317$420K0.1%+9.6%0.097%
2/7/2023 Envestnet Asset Management Inc.12,269$968K0.0%+2.5%0.223%
2/6/2023 Brinker Capital Investments LLC10,708$845K0.0%+3.1%0.195%
2/6/2023 Parallel Advisors LLC795$63K0.0%+764.1%0.014%
2/3/2023 Tradition Wealth Management LLC5,959$470K0.1%+9.9%0.108%
2/2/2023 Berkshire Bank14,226$1.12M0.3%+5.9%0.259%
2/2/2023 Congress Wealth Management LLC DE4,909$387K0.0%+11.7%0.089%
2/2/2023 Mission Wealth Management LP136,822$10.80M0.5%-2.9%2.488%
2/1/2023 Warren Street Wealth Advisors LLC5,746$453K0.4%-2.5%0.104%
2/1/2023 Wealth Enhancement Advisory Services LLC28,711$2.36M0.0%+3.6%0.522%
(Data available from 1/1/2016 forward)

SDG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SDG shares?

During the previous two years, 14 institutional investors and hedge funds held shares of iShares MSCI Global Sustainable Development Goals ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($5.98M), Cary Street Partners Investment Advisory LLC ($1.63M), Money Design Co. Ltd. ($961K), Tradition Wealth Management LLC ($481K), Cambridge Investment Research Advisors Inc. ($320K), Farther Finance Advisors LLC ($315K), and Rathbones Group PLC ($305K).Learn more on iShares MSCI Global Sustainable Development Goals ETF's institutional investors.

Which institutional investors have been buying iShares MSCI Global Sustainable Development Goals ETF's stock?

Of the 11 institutional investors that purchased iShares MSCI Global Sustainable Development Goals ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($76.07K), Janney Montgomery Scott LLC ($8.11K), Farther Finance Advisors LLC ($4.35K), Cary Street Partners Investment Advisory LLC ($3.10K), Cambridge Investment Research Advisors Inc. ($1.23K), MFA Wealth Advisors LLC ($943.00), and AdvisorNet Financial Inc ($761.00).

How much institutional buying is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have bought a total of 83,764 shares in the last 24 months. This purchase volume represents approximately $6.07M in transactions.

Which of iShares MSCI Global Sustainable Development Goals ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares MSCI Global Sustainable Development Goals ETF stock in the last 24 months: First Horizon Advisors Inc. ($1.44K), Flow Traders U.S. LLC ($1.00K), Janney Montgomery Scott LLC ($941.00), and Cambridge Investment Research Advisors Inc. ($614.00).

How much institutional selling is happening at iShares MSCI Global Sustainable Development Goals ETF?

Institutional investors have sold a total of 3,998 shares in the last 24 months. This volume of shares sold represents approximately $292.11K in transactions.


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This page (NASDAQ:SDG) was last updated on 8/22/2025 by MarketBeat.com Staff
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