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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
WIA
51
World Investment Advisors
California
$255K -$10.6K -219 -4%
OWCM
52
One Wealth Capital Management
Arizona
$228K -$8.81K -182 -4%
LIA
53
LifePlan Investment Advisors
North Carolina
$212K +$202K +4,163 New
EWA
54
EverSource Wealth Advisors
Alabama
$210K -$5.08K -105 -2%
TF
55
Theory Financial
Colorado
$202K +$196K +4,052 New
MW
56
Maia Wealth
Colorado
$201K +$192K +3,957 New
FHA
57
First Horizon Advisors
Tennessee
$169K +$58K +1,197 +56%
CA
58
CoreCap Advisors
Michigan
$119K +$726 +15 +0.6%
CAL
59
Capital Analysts LLC
Pennsylvania
$110K +$4.7K +97 +5%
GWP
60
Gen-Wealth Partners
Michigan
$97.7K +$629 +13 +0.7%
ACA
61
Aptus Capital Advisors
Alabama
$81.5K
Raymond James Financial
62
Raymond James Financial
Florida
$76.4K +$72.7K +1,502 New
TPWA
63
Twin Peaks Wealth Advisors
California
$75.3K +$70.5K +1,456 New
UBS Group
64
UBS Group
Switzerland
$71.9K +$3.73K +77 +6%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$60.6K
HI
66
Harbour Investments
Wisconsin
$58.9K -$10.2K -210 -15%
CFD
67
Creative Financial Designs
Indiana
$58.2K -$4.5K -93 -8%
JWA
68
JFS Wealth Advisors
Pennsylvania
$57.4K -$3.68K -76 -6%
Comerica Bank
69
Comerica Bank
Texas
$57.1K -$2.52K -52 -4%
GRP
70
Global Retirement Partners
California
$47.6K +$45.3K +935 New
MYIA
71
Mount Yale Investment Advisors
Colorado
$40.5K +$38.6K +797 New
BlackRock
72
BlackRock
New York
$26K -$1.06K -22 -4%
RF
73
Rossby Financial
Florida
$24.4K -$6.58K -136 -22%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$20.2K -$2.52K -52 -12%
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
$19.3K +$20.2K +417 New

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.