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iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD

91 hedge funds and large institutions have $263M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 18

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 87 → 91 (+4)

4.42% more ownership

Funds ownership: 98.78% → 103.2% (+4.4%)

7% less capital invested

Capital invested by funds: $282M → $263M (-$19M)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
46
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$11.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.49M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$580K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$465K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$279K

Top Sellers

Rank Fund Capital Flow
1
FMI
Factory Mutual Insurance
Massachusetts
-$41.9M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Jane Street
Jane Street
New York
-$427K
4
Citadel Advisors
Citadel Advisors
Florida
-$278K
5
SWA
Stratos Wealth Advisors
Ohio
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$782K +$1.34K +29 +0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$731K -$197K -4,254 -22%
SA
28
Sanctuary Advisors
Indiana
$728K +$33K +714 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$664K -$11.1K -240 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$646K +$20.2K +438 +3%
Prudential Financial
31
Prudential Financial
New Jersey
$632K +$80.3K +1,736 +15%
SWM
32
SigFig Wealth Management
California
$600K +$33.7K +728 +6%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$509K -$324 -7 -0.1%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$479K +$16.3K +353 +4%
MOS
35
MGO One Seven
Ohio
$446K +$49.7K +1,076 +13%
AWM
36
AE Wealth Management
Kansas
$412K +$1.2K +26 +0.3%
EFG
37
Elios Financial Group
Ohio
$402K +$382K +8,268 New
WA
38
Wealth Alliance
New York
$372K -$11.6K -250 -3%
DAS
39
Diversify Advisory Services
Utah
$363K -$35.5K -769 -9%
APW
40
Austin Private Wealth
Texas
$350K +$11.2K +243 +3%
BCI
41
Brinker Capital Investments
Pennsylvania
$328K +$88.6K +1,916 +40%
OPS
42
Orion Portfolio Solutions
Nebraska
$328K +$88.6K +1,916 +40%
AAS
43
Avantax Advisory Services
Texas
$303K -$14.9K -323 -5%
MPW
44
MA Private Wealth
California
$290K -$22.7K -490 -8%
RIA
45
Regal Investment Advisors
Michigan
$267K +$20.2K +436 +9%
SCA
46
Snowden Capital Advisors
New York
$254K -$3K -65 -1%
TC
47
TownSquare Capital
Utah
$251K +$17.9K +388 +8%
PWM
48
Perigon Wealth Management
California
$241K +$229K +4,950 New
WIA
49
World Investment Advisors
California
$227K +$1.16K +25 +0.5%
EWA
50
EverSource Wealth Advisors
Alabama
$225K +$4.53K +98 +2%
1
2
3 4

LCTD Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 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 2024, worth a combined $263M — down 6.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LCTD positions and 7 closed out — a net gain of 4 holders — while 46 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Factory Mutual Insurance, cutting an estimated $41.9M.

  • 91 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $263M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $11.2M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2024 was Factory Mutual Insurance, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2024.