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

97 hedge funds and large institutions have $158M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $224M → $158M (-$66.4M)

31.14% less ownership

Funds ownership: 94.9%63.76% (-31%)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GM
26
GeoWealth Management
Illinois
$826K +$61K +1,178 +8%
SA
27
Sanctuary Advisors
Indiana
$751K +$26.8K +518 +4%
OIA
28
OneDigital Investment Advisors
Kansas
$739K -$64.8K -1,252 -8%
SPIA
29
Steward Partners Investment Advisory
New York
$699K -$7.76K -150 -1%
SWM
30
SigFig Wealth Management
California
$676K -$3.88K -75 -0.6%
BCI
31
Brinker Capital Investments
Pennsylvania
$656K +$128K +2,470 +25%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$647K +$164K +3,177 +35%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$628K -$18K -348 -3%
PWM
34
Perigon Wealth Management
California
$559K +$46.2K +892 +9%
Jane Street
35
Jane Street
New York
$483K +$469K +9,056 New
MFG
36
Merit Financial Group
Georgia
$480K +$54.4K +1,052 +13%
MOS
37
MGO One Seven
Ohio
$462K -$7.35K -142 -2%
AWM
38
AE Wealth Management
Kansas
$449K +$13.6K +263 +3%
Raymond James Financial
39
Raymond James Financial
Florida
$445K +$354K +6,844 +456%
IWC
40
Integrated Wealth Concepts
Massachusetts
$436K +$20.4K +394 +5%
APW
41
Austin Private Wealth
Texas
$432K +$34K +657 +9%
ISFAN
42
Investor's Fiduciary Advisor Network
Washington
$412K -$20.8K -401 -5%
NA
43
NewEdge Advisors
Louisiana
$386K -$20.7K -400 -5%
FFA
44
Farther Finance Advisors
California
$383K +$91.5K +1,768 +33%
HighTower Advisors
45
HighTower Advisors
Illinois
$345K -$139K -2,685 -29%
MPW
46
MA Private Wealth
California
$341K +$19.8K +383 +6%
RA
47
RFG Advisory
Alabama
$331K -$6.88K -133 -2%
RIA
48
Regal Investment Advisors
Michigan
$321K +$7.35K +142 +2%
SWP
49
Sagespring Wealth Partners
Tennessee
$319K +$31.6K +611 +11%
SCA
50
Snowden Capital Advisors
New York
$304K +$8.07K +156 +3%

LCTD Hedge Fund Activity: Q3 2025 in Review

97 of the 7,620 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 2025, worth a combined $158M — down 30% from $224M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LCTD positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $1.57M. The largest seller was UBS AM, exiting entirely with an estimated $75.3M sold.

  • 97 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $158M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2025, down 30% quarter-over-quarter.
  • 13 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.57M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2025 was UBS AM, an estimated $75.3M sold.

Based on aggregated 13F filings for Q3 2025.