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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
WIA
51
World Investment Advisors
California
$264K -$3.1K -60 -1%
WA
52
Wealth Alliance
New York
$262K -$100K -1,934 -28%
Morgan Stanley
53
Morgan Stanley
New York
$236K +$229K +4,419 +441,900%
KPWS
54
Kestra Private Wealth Services
Texas
$234K +$228K +4,399 New
MW
55
Maia Wealth
Colorado
$232K +$16.3K +315 +8%
OWCM
56
One Wealth Capital Management
Arizona
$229K -$9.37K -181 -4%
P
57
&Partners
Tennessee
$219K +$213K +4,116 New
EWA
58
EverSource Wealth Advisors
Alabama
$215K -$4.86K -94 -2%
LIA
59
LifePlan Investment Advisors
North Carolina
$206K -$15.1K -292 -7%
OPWM
60
Oregon Pacific Wealth Management
Oregon
$204K +$198K +3,828 New
KFSC
61
Keystone Financial Services (Colorado)
Colorado
$202K +$196K +3,784 New
AI
62
Atria Investments
North Carolina
$202K +$196K +3,783 New
CA
63
CoreCap Advisors
Michigan
$124K
CAL
64
Capital Analysts LLC
Pennsylvania
$123K +$7.76K +150 +7%
ASN
65
Advisory Services Network
Georgia
$105K +$102K +1,963 New
GWP
66
Gen-Wealth Partners
Michigan
$100K -$2.23K -43 -2%
UBS Group
67
UBS Group
Switzerland
$86.2K +$10.5K +203 +14%
ACA
68
Aptus Capital Advisors
Alabama
$85.4K
OSAM
69
O'Shaughnessy Asset Management
Connecticut
$63.5K
Comerica Bank
70
Comerica Bank
Texas
$59.8K
JWA
71
JFS Wealth Advisors
Pennsylvania
$58.3K -$1.81K -35 -3%
HI
72
Harbour Investments
Wisconsin
$56.1K -$5.43K -105 -9%
GRP
73
Global Retirement Partners
California
$38.5K -$11K -212 -23%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$36.4K +$35.3K +682 New
BlackRock
75
BlackRock
New York
$25.9K -$1.29K -25 -5%

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.