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

96 hedge funds and large institutions have $224M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $205M → $224M (+$19.1M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 9696 (0)

0.7% less ownership

Funds ownership: 95.6%94.9% (-0.7%)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$690K -$53.1K -1,097 -7%
SPIA
27
Steward Partners Investment Advisory
New York
$675K -$39.1K -807 -6%
SW
28
SoFi Wealth
California
$669K +$239K +4,928 +60%
SWM
29
SigFig Wealth Management
California
$650K -$13K -269 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$617K +$20.8K +429 +4%
BCI
31
Brinker Capital Investments
Pennsylvania
$500K +$80K +1,652 +20%
PWM
32
Perigon Wealth Management
California
$488K -$110K -2,279 -19%
HighTower Advisors
33
HighTower Advisors
Illinois
$466K -$9.3K -192 -2%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$456K -$10.9K -226 -2%
MOS
35
MGO One Seven
Ohio
$448K +$14.3K +296 +3%
EFG
36
Elios Financial Group
Ohio
$443K +$8.62K +178 +2%
AWM
37
AE Wealth Management
Kansas
$415K +$14K +290 +4%
ISFAN
38
Investor's Fiduciary Advisor Network
Washington
$413K -$178K -3,686 -31%
MFG
39
Merit Financial Group
Georgia
$405K +$121K +2,509 +46%
IWC
40
Integrated Wealth Concepts
Massachusetts
$396K +$24.5K +505 +7%
NA
41
NewEdge Advisors
Louisiana
$389K -$57.7K -1,192 -13%
APW
42
Austin Private Wealth
Texas
$379K -$5.28K -109 -1%
WA
43
Wealth Alliance
New York
$348K -$27.4K -566 -8%
RA
44
RFG Advisory
Alabama
$322K -$7.12K -147 -2%
MPW
45
MA Private Wealth
California
$306K
RIA
46
Regal Investment Advisors
Michigan
$299K -$19K -393 -6%
SCA
47
Snowden Capital Advisors
New York
$283K -$3K -62 -1%
FFA
48
Farther Finance Advisors
California
$276K -$5.96K -123 -2%
SWP
49
Sagespring Wealth Partners
Tennessee
$273K +$5.96K +123 +2%
AAS
50
Avantax Advisory Services
Texas
$270K +$6.39K +132 +3%

LCTD Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 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 2025, worth a combined $224M — up 9.3% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LCTD positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.04M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $1.6M.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $224M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 12 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $2.04M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2025.