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

98 hedge funds and large institutions have $245M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more funds holding

Funds holding: 91 → 98 (+7)

4.42% less ownership

Funds ownership: 103.2% → 98.79% (-4.4%)

7% less capital invested

Capital invested by funds: $263M → $245M (-$18.1M)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
50
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.56M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.26M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.12M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.1M
5
PAS
Park Avenue Securities
New York
+$490K

Top Sellers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
-$941K
2
Jane Street
Jane Street
New York
-$872K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$864K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$731K
5
Prudential Financial
Prudential Financial
New Jersey
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$647K +$56.7K +1,235 +9%
SPIA
27
Steward Partners Investment Advisory
New York
$643K +$68.8K +1,500 +11%
SWM
28
SigFig Wealth Management
California
$596K +$62K +1,352 +11%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$513K +$61.1K +1,331 +13%
ISFAN
30
Investor's Fiduciary Advisor Network
Washington
$487K +$514K +11,193 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$407K -$22.6K -493 -5%
IWC
32
Integrated Wealth Concepts
Massachusetts
$392K -$454K -9,889 -52%
MOS
33
MGO One Seven
Ohio
$390K -$8.99K -196 -2%
PWM
34
Perigon Wealth Management
California
$388K +$176K +3,840 +78%
NA
35
NewEdge Advisors
Louisiana
$386K +$406K +8,840 +24,556%
EFG
36
Elios Financial Group
Ohio
$372K +$12.9K +281 +3%
AWM
37
AE Wealth Management
Kansas
$359K -$9.86K -215 -3%
WA
38
Wealth Alliance
New York
$356K +$24.4K +532 +7%
BCI
39
Brinker Capital Investments
Pennsylvania
$339K +$48.4K +1,055 +16%
OPS
40
Orion Portfolio Solutions
Nebraska
$339K +$48.4K +1,055 +16%
APW
41
Austin Private Wealth
Texas
$337K +$25.1K +547 +8%
TC
42
TownSquare Capital
Utah
$336K +$118K +2,573 +50%
RIA
43
Regal Investment Advisors
Michigan
$268K +$30.4K +662 +12%
SCA
44
Snowden Capital Advisors
New York
$266K +$40.1K +873 +17%
MPW
45
MA Private Wealth
California
$262K +$2.62K +57 +1%
DAS
46
Diversify Advisory Services
Utah
$262K -$78.5K -1,712 -22%
HighTower Advisors
47
HighTower Advisors
Illinois
$257K +$271K +5,907 New
AAS
48
Avantax Advisory Services
Texas
$255K -$16.6K -362 -6%
RA
49
RFG Advisory
Alabama
$250K +$264K +5,745 New
SWP
50
Sagespring Wealth Partners
Tennessee
$245K +$259K +5,637 New
1
2
3 4 5

LCTD Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q4 2024, worth a combined $245M — down 6.9% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LCTD positions and 14 closed out — a net gain of 7 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.56M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $941K sold.

  • 98 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $245M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2024, down 6.9% quarter-over-quarter.
  • 21 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2024 and 14 closed out, a net change of +7 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2024 was LPL Financial, an estimated $4.56M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $941K sold.

Based on aggregated 13F filings for Q4 2024.