Who Owns iShares MSCI Global Sustainable Development Goals ETF (SDG)?Hedge Fund & Institutional Holders

$82.90-0.52 (-0.63%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.000000180400016e+268T

% of Float Held

—

QoQ Change in Holders

+14 / -1

Price History

$65.66$71.28$76.89$82.50$88.12Aug 24Jun 25Mar 26

SDG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+634+$3.0B
ASPIRIANT, LLCNew Position+19K+$1.6B
Beacon Bank & TrustNew Position+9K+$773.0M
REGATTA CAPITAL GROUP, LLCNew Position+7K+$612.0M
Warren Street Wealth Advisors, LLCNew Position+5K+$395.0M
Bond & Devick Financial Network, Inc.New Position+3K+$267.0M
PFG Investments, LLCNew Position+3K+$227.0M
Wealthfront Advisers LLCNew Position+3K+$221.0M
LFA - Lugano Financial Advisors SANew Position+3K+$212.0M
Highland Financial Advisors, LLCNew Position+2K+$205.0M
BIRCHBROOK, INC.New Position+806+$67.0M
Financial Perspectives, IncNew Position+550+$46.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+474+$39.0M
CWM, LLCNew Position+217K+$18.3M
4Thought Financial Group Inc.New Position+157+$13.0M

SDG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-19K-$2.4B
Dynamic Advisor Solutions LLCDecreased-14K-$2.0B
UBS Group AGDecreased-18K-$1.5B
ROYAL BANK OF CANADADecreased-3K-$920.0M
CITIGROUP INCDecreased-23-$635.1M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-239-$500.7M
NewEdge Advisors, LLCDecreased-2K-$476.4M
Mariner, LLCDecreased-115-$441.6M
Kingsview Wealth Management, LLCDecreased-51-$250.7M
KINTRA WEALTH, LLCDecreased-973-$75.0M
Advisory Services Network, LLCClosed Position-763-$63.5M
AMERIFLEX GROUP, INC.Decreased-180-$15.3M
Investment Research Partners LLCDecreased-66-$7.4M
Plum Street Advisors, LLCDecreased-119-$5.2M
FLOW TRADERS U.S. LLCDecreased-23K-$3.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ROYAL BANK OF CANADA25,091$2.0B0.00%Share
2FOSTER DYKEMA CABOT & PARTNERS, LLC21,421$1.8B0.11%Share
3ASPIRIANT, LLC18,979$1.6B0.05%Share
4BANK OF AMERICA CORP /DE/16,251$1.0B0.00%Share
5BANK OF AMERICA CORP /DE/15,267$1.0B0.00%Share
6Focus Partners Wealth12,857$1.0B0.00%Share
7BANK OF AMERICA CORP /DE/18,462$1.0B0.00%Share
8UBS Group AG11,532$971.0M0.00%Share
9Beacon Bank & Trust9,182$773.0M0.16%Share
10Weil Company, Inc.8,410$708.0M0.16%Share
11REGATTA CAPITAL GROUP, LLC7,266$612.0M0.09%Share
12Investment Research Partners LLC6,895$580.0M0.25%Share
13KINTRA WEALTH, LLC6,467$544.0M0.08%Share
14Plum Street Advisors, LLC5,040$424.0M0.15%Share
15US BANCORP \DE\5,000$421.0M0.00%Share
16Tradition Wealth Management, LLC4,764$401.0M0.03%Share
17Warren Street Wealth Advisors, LLC4,693$395.0M0.11%Share
18KilterHowling LLC4,511$379.0M0.19%Share
19Farther Finance Advisors, LLC4,264$359.0M0.00%Share
20OPPENHEIMER ASSET MANAGEMENT INC.3,955$333.0M0.00%Share
21Eaton Financial Holdings Company, LLC3,582$301.0M0.08%Share
22Bond & Devick Financial Network, Inc.3,171$267.0M0.08%Share
23PFG Investments, LLC2,700$227.0M0.01%Share
24Wealthfront Advisers LLC2,630$221.0M0.00%Share
25LFA - Lugano Financial Advisors SA2,522$212.0M0.11%Share
26GenTrust, LLC2,500$210.0M0.01%Share
27Ameraudi Asset Management, Inc.2,500$210.0M0.12%Share
28Highland Financial Advisors, LLC2,441$205.0M0.06%Share
29ASSETMARK, INC1,262$106.0M0.00%Share
30Tanglewood Legacy Advisors, LLC950$80.0M0.03%Share
31BIRCHBROOK, INC.806$67.0M0.03%Share
32Financial Perspectives, Inc550$46.0M0.01%Share
33Dunhill Financial, LLC528$44.0M0.01%Share
34INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC474$39.0M0.00%Share
35C M BIDWELL & ASSOCIATES LTD266$22.0M0.01%Share
36CWM, LLC216,808$18.3M0.05%Share
37AMERIFLEX GROUP, INC.184$15.0M0.01%Share
38Rossby Financial, LCC175$14.0M0.00%Share
394Thought Financial Group Inc.157$13.0M0.01%Share
40Cherry Tree Wealth Management, LLC148$12.0M0.00%Share
41Front Row Advisors LLC150$12.0M0.00%Share
42Joseph Group Capital Management126$10.0M0.00%Share
43Hurley Capital, LLC87$7.0M0.00%Share
44LRI Investments, LLC74$6.0M0.00%Share
45NVWM, LLC60$5.0M0.00%Share
46LPL Financial LLC25,730$2.0M0.00%Share
47Harel Insurance Investments & Financial Services Ltd.25,489$2.0M0.02%Share
48US BANCORP \DE\27$2.0M0.00%Share
49Geneos Wealth Management Inc.25$2.0M0.00%Share
50WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15,139$1.3M0.00%Share

SDG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025101$18.7B+36
Q3 202565$27.6B-27
Q2 202592$34.1B-17
Q1 2025109$42.9B+19
Q4 202490$4.9T+5
Q3 202485$10.0T+5
Q2 202480$11.3T+2
Q1 202478$15.0T—

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As of Q4 2025, 50 institutional investors hold SDG (iShares MSCI Global Sustainable Development Goals ETF). The largest holder is ROYAL BANK OF CANADA with $2.0B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SDG?

As of Q4 2025, 50 institutional investors report holding SDG (iShares MSCI Global Sustainable Development Goals ETF) in their 13F filings.

Who is the largest institutional holder of SDG?

The largest institutional holder of SDG is ROYAL BANK OF CANADA with $2.0B in shares.

Is institutional ownership of SDG increasing or decreasing?

This quarter, 14 institutions opened new positions in SDG and 1 closed their positions.