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

87 hedge funds and large institutions have $282M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

44% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 27

1% more funds holding

Funds holding: 86 → 87 (+1)

1.15% less ownership

Funds ownership: 99.93% → 98.78% (-1.1%)

22% less capital invested

Capital invested by funds: $363M → $282M (-$80.6M)

Holders
87
Holders Change
+1
Holders Change %
+1.16%
% 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
39
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
+$67.2M
2
LPL Financial
LPL Financial
California
+$1.16M
3
OIA
OneDigital Investment Advisors
Kansas
+$534K
4
FTUS
Flow Traders U.S.
New York
+$432K
5
JP Morgan Chase
JP Morgan Chase
New York
+$329K

Top Sellers

Rank Fund Capital Flow
1
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
-$73.4M
2
Jane Street
Jane Street
New York
-$1.95M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$982K
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$506K
5
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$480K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
76
ORG Partners
Indiana
$13K +$13.1K +289 New
GWSG
77
GPS Wealth Strategies Group
Colorado
$7.7K +$7.81K +172 New
GRP
78
Global Retirement Partners
California
$7.61K +$7.72K +170 New
National Bank of Canada
79
National Bank of Canada
Quebec, Canada
$5.39K – – –
NB
80
NBT Bank
New York
$4.66K – – –
GFPC
81
Global Financial Private Client
Florida
$4.21K -$363 -8 -8%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$2.02K +$2.04K +45 New
KFS
83
Kelly Financial Services
Massachusetts
$1.03K +$1.04K +23 New
MG
84
Mather Group
Illinois
$822 +$45 +1 +6%
TAM
85
Tucker Asset Management
Colorado
$493 +$499 +11 New
AF
86
Allworth Financial
California
$330 – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$90 – – –
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
– -$73.4M -1,606,601 Closed
OMC
89
Old Mission Capital
Illinois
– -$230K -5,045 Closed
MYIA
90
Mount Yale Investment Advisors
Colorado
– -$224K -4,899 Closed
SB
91
Strategic Blueprint
Georgia
– -$203K -4,446 Closed
SWM
92
Spire Wealth Management
Virginia
– -$57K -1,248 Closed
LC
93
Lindbrook Capital
California
– -$45.7K -1,000 Closed
APC
94
Aspire Private Capital
North Carolina
– -$5.39K -118 Closed
Morgan Stanley
95
Morgan Stanley
New York
– -$46 -1 Closed
1 2 3
4

LCTD Hedge Fund Activity: Q2 2024 in Review

87 of the 6,924 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 2024, worth a combined $282M — down 22% from $363M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LCTD positions and 8 closed out — a net gain of 4 holders — while 39 added to existing stakes and 27 trimmed.

The largest buyer was UBS AM, opening a new position worth an estimated $67.2M. The largest seller was California State Teachers Retirement System (CalSTRS), exiting entirely with an estimated $73.4M sold.

  • 87 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q2 2024, up from 86 in Q1 2024.
  • Funds reported $282M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2024, down 22% quarter-over-quarter.
  • 12 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2024 and 8 closed out, a net change of +4 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2024 was UBS AM, an estimated $67.2M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2024 was California State Teachers Retirement System (CalSTRS), an estimated $73.4M sold.

Based on aggregated 13F filings for Q2 2024.