iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
63 hedge funds and large institutions have $465M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.
5,100% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 1
425% more funds holding
Funds holding: 12 → 63 (+51)
2% more ownership
Funds ownership: 99.28% → 101.27% (+2%)
0% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 4
3% less capital invested
Capital invested by funds: $481M → $465M (-$15.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$41.8M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$8.32M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.87M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$3.81M |
| 5 |
JP Morgan Chase
New York
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$78.6M |
| 2 |
Cerity Partners
New York
|
-$1.31M |
| 3 |
Jane Street
New York
|
-$679K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$217K |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$13.4K |
LCTD Hedge Fund Activity: Q3 2023 in Review
63 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q3 2023, worth a combined $465M — down 3.3% from $481M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new LCTD positions and 1 closed out — a net gain of 51 holders — while 4 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $41.8M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $78.6M.
- 63 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2023, up from 12 in Q2 2023.
- Funds reported $465M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2023, down 3.3% quarter-over-quarter.
- 52 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2023 and 1 closed out, a net change of +51 holders.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $41.8M added.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2023 was California State Teachers Retirement System (CalSTRS), an estimated $78.6M sold.
Based on aggregated 13F filings for Q3 2023.