We are live on ! Find out more
LCTD icon

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

96 hedge funds and large institutions have $205M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% less funds holding

Funds holding: 9896 (-2)

3.18% less ownership

Funds ownership: 98.79%95.6% (-3.2%)

16% less capital invested

Capital invested by funds: $245M → $205M (-$39.8M)

58% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 52

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$677K -$20.5K -446 -3%
SPIA
27
Steward Partners Investment Advisory
New York
$650K -$32.5K -706 -5%
SWM
28
SigFig Wealth Management
California
$610K -$26.1K -567 -4%
PWM
29
Perigon Wealth Management
California
$549K +$142K +3,090 +35%
ISFAN
30
Investor's Fiduciary Advisor Network
Washington
$546K +$29K +631 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$541K -$3.63K -79 -0.7%
GM
32
GeoWealth Management
Illinois
$458K +$204K +4,437 +81%
HighTower Advisors
33
HighTower Advisors
Illinois
$432K +$158K +3,443 +58%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$425K -$7.17K -156 -2%
Citadel Advisors
35
Citadel Advisors
Florida
$423K -$1.7M -36,985 -80%
Osaic Holdings
36
Osaic Holdings
Arizona
$412K -$274K -5,952 -40%
NA
37
NewEdge Advisors
Louisiana
$408K -$1.52K -33 -0.4%
EFG
38
Elios Financial Group
Ohio
$394K -$736 -16 -0.2%
MOS
39
MGO One Seven
Ohio
$393K -$21.1K -459 -5%
SW
40
SoFi Wealth
California
$380K +$318K +6,914 +530%
BCI
41
Brinker Capital Investments
Pennsylvania
$378K +$17.4K +378 +5%
OPS
42
Orion Portfolio Solutions
Nebraska
$378K +$17.4K +378 +5%
AWM
43
AE Wealth Management
Kansas
$363K -$18.1K -393 -5%
APW
44
Austin Private Wealth
Texas
$349K -$7.91K -172 -2%
WA
45
Wealth Alliance
New York
$343K -$34.8K -757 -9%
IWC
46
Integrated Wealth Concepts
Massachusetts
$337K -$78.9K -1,715 -19%
RA
47
RFG Advisory
Alabama
$300K +$34K +740 +13%
RIA
48
Regal Investment Advisors
Michigan
$290K +$5.57K +121 +2%
TC
49
TownSquare Capital
Utah
$288K -$68.1K -1,480 -19%
MPW
50
MA Private Wealth
California
$278K

LCTD Hedge Fund Activity: Q1 2025 in Review

96 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q1 2025, worth a combined $205M — down 16% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LCTD positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 52 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.65M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $50M sold.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $205M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $3.65M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2025 was Factory Mutual Insurance, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2025.