Who Owns iShares MSCI Global Impact (SDG)? -- Institutional Holders (2026-03-31)
108 institutions reported holding $66.4M of iShares MSCI Global Impact (SDG) in SEC 13F filings for 2026-03-31. Largest institutional holders: CWM, LLC ($18.3M), FLOW TRADERS U.S. LLC ($4.1M), BANK OF AMERICA CORP /DE/ ($3.9M), Royal Bank of Canada ($3.3M), Harel Insurance Investments & Financial Services Ltd. ($2.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CWM, LLC | $18.3M | 218,437 | Added |
| 2 | FLOW TRADERS U.S. LLC | $4.1M | 48,517 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $3.9M | 47,044 | Trimmed |
| 4 | Royal Bank of Canada | $3.3M | 39,260 | Added |
| 5 | Harel Insurance Investments & Financial Services Ltd. | $2.7M | 31,830 | Added |
| 6 | LPL Financial LLC | $2.1M | 25,186 | Trimmed |
| 7 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.8M | 21,421 | Hold |
| 8 | JANE STREET GROUP, LLC | $1.7M | 20,101 | Added |
| 9 | ASPIRIANT, LLC | $1.4M | 16,526 | Trimmed |
| 10 | MORGAN STANLEY | $1.2M | 13,984 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 13,066 | Trimmed |
| 12 | Focus Partners Wealth | $1.1M | 12,857 | Hold |
| 13 | UBS Group AG | $939,602 | 11,192 | Trimmed |
| 14 | Cetera Investment Advisers | $938,134 | 11,175 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $898,005 | 10,697 | Trimmed |
| 16 | Brio Consultants, LLC | $848,618 | 9,481 | Added |
| 17 | Beacon Bank & Trust | $804,432 | 9,582 | Added |
| 18 | Larson Financial Group LLC | $742,560 | 8,845 | Added |
| 19 | Vontobel Holding Ltd. | $704,613 | 8,393 | Added |
| 20 | Weil Company, Inc. | $685,238 | 8,162 | Trimmed |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $682,702 | 8,132 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $662,140 | 7,887 | Trimmed |
| 23 | REGATTA CAPITAL GROUP, LLC | $649,774 | 7,740 | Added |
| 24 | CITIGROUP INC | $624,019 | 7,433 | Trimmed |
| 25 | Investment Research Partners LLC | $616,127 | 7,339 | Added |
Source: SEC Form 13F filings · as of 2026-03-31