iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
87 hedge funds and large institutions have $282M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
44% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 27
1% more funds holding
Funds holding: 86 → 87 (+1)
1.15% less ownership
Funds ownership: 99.93% → 98.78% (-1.1%)
22% less capital invested
Capital invested by funds: $363M → $282M (-$80.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$67.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.16M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$534K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$432K |
| 5 |
JP Morgan Chase
New York
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$73.4M |
| 2 |
Jane Street
New York
|
-$1.95M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$982K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$506K |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$480K |
LCTD Hedge Fund Activity: Q2 2024 in Review
87 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q2 2024, worth a combined $282M — down 22% from $363M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LCTD positions and 8 closed out — a net gain of 4 holders — while 39 added to existing stakes and 27 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $67.2M. The largest seller was California State Teachers Retirement System (CalSTRS), exiting entirely with an estimated $73.4M sold.
- 87 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q2 2024, up from 86 in Q1 2024.
- Funds reported $282M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2024, down 22% quarter-over-quarter.
- 12 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2024 was UBS AM, an estimated $67.2M added.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2024 was California State Teachers Retirement System (CalSTRS), an estimated $73.4M sold.
Based on aggregated 13F filings for Q2 2024.