iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
81 hedge funds and large institutions have $449M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 6 reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
750% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 6
29% more funds holding
Funds holding: 63 → 81 (+18)
1.01% more ownership
Funds ownership: 101.27% → 102.28% (+1%)
3% less capital invested
Capital invested by funds: $465M → $449M (-$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$10.6M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$4.03M |
| 3 |
Jane Street
New York
|
+$2.63M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$2.62M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$86.3M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.21M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$261K |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$54.9K |
| 5 |
GIA
Goodwin Investment Advisory
Woodstock,
Georgia
|
-$41.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APC
76
Aspire Private Capital
Cornelius,
North Carolina
| $5.07K | +$1.4K | +34 | +41% |
|
|
GFPC
77
Global Financial Private Client
Sarasota,
Florida
| $4.9K | +$4.6K | +112 | New |
|
|
NB
78
NBT Bank
Norwich,
New York
| $4.55K | +$4.27K | +104 | New |
|
|
DJSG
79
D.J. St. Germain
Springfield,
Massachusetts
| $875 | – | – | – |
|
|
AF
80
Allworth Financial
Folsom,
California
| $311 | +$205 | +5 | +250% |
|
81
Morgan Stanley
New York
| $140 | +$82 | +2 | New |
|
|
KFS
82
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.94K | -73 | Closed |
|
|
BWS
83
Buck Wealth Strategies
Denver,
Colorado
| – | -$604 | -15 | Closed |
|
LCTD Hedge Fund Activity: Q4 2023 in Review
81 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q4 2023, worth a combined $449M — down 3.3% from $465M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new LCTD positions and 2 closed out — a net gain of 18 holders — while 51 added to existing stakes and 6 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $10.6M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $86.3M.
- 81 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q4 2023, up from 63 in Q3 2023.
- Funds reported $449M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2023, down 3.3% quarter-over-quarter.
- 20 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2023 and 2 closed out, a net change of +18 holders.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $10.6M added.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2023 was California State Teachers Retirement System (CalSTRS), an estimated $86.3M sold.
Based on aggregated 13F filings for Q4 2023.