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

91 hedge funds and large institutions have $263M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 18

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

5% more funds holding

Funds holding: 87 → 91 (+4)

4.42% more ownership

Funds ownership: 98.78% → 103.2% (+4.4%)

7% less capital invested

Capital invested by funds: $282M → $263M (-$19M)

Holders
91
Holders Change
+4
Holders Change %
+4.6%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
46
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$11.2M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.49M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$580K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$465K
5
IWC
Integrated Wealth Concepts
Massachusetts
+$279K

Top Sellers

Rank Fund Capital Flow
1
FMI
Factory Mutual Insurance
Massachusetts
-$41.9M
2
FTUS
Flow Traders U.S.
New York
-$2.64M
3
Jane Street
Jane Street
New York
-$427K
4
Citadel Advisors
Citadel Advisors
Florida
-$278K
5
SWA
Stratos Wealth Advisors
Ohio
-$208K
Name Holding Trade Value Shares
Change 		Change in
Stake
OP
76
ORG Partners
Indiana
$14.1K – – –
GM
77
GeoWealth Management
Illinois
$11.8K +$11.2K +242 New
GWSG
78
GPS Wealth Strategies Group
Colorado
$8.37K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$7.98K +$7.58K +164 New
NB
80
NBT Bank
New York
$7.3K +$2.13K +46 +44%
National Bank of Canada
81
National Bank of Canada
Quebec, Canada
$5.89K – – –
GSEP
82
Golden State Equity Partners
California
$5.84K +$5.55K +120 New
IAIM
83
International Assets Investment Management
Florida
$4.87K +$11.2M +242,911 New
GFPC
84
Global Financial Private Client
Florida
$4.57K – – –
CFG
85
Copley Financial Group
California
$4.09K +$3.88K +84 New
Morgan Stanley
86
Morgan Stanley
New York
$3.32K +$3.14K +68 New
MG
87
Mather Group
Illinois
$1.8K +$878 +19 +106%
NA
88
NewEdge Advisors
Louisiana
$1.75K +$1.66K +36 New
RCM
89
Raleigh Capital Management
North Carolina
$924 +$878 +19 New
TAM
90
Tucker Asset Management
Colorado
$535 – – –
AF
91
Allworth Financial
California
$353 – – –
FTUS
92
Flow Traders U.S.
New York
– -$2.64M -58,891 Closed
T
93
TCWP
Ohio
– -$362K -8,089 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$278K -6,202 Closed
SWA
95
Stratos Wealth Advisors
Ohio
– -$208K -4,641 Closed
ATPW
96
Ashton Thomas Private Wealth
Arizona
– -$2.02K -45 Closed
KFS
97
Kelly Financial Services
Massachusetts
– -$1.03K -23 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– -$90 -2 Closed
1 2 3
4

LCTD Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 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 2024, worth a combined $263M — down 6.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LCTD positions and 7 closed out — a net gain of 4 holders — while 46 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $11.2M. The largest seller was Factory Mutual Insurance, cutting an estimated $41.9M.

  • 91 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2024, up from 87 in Q2 2024.
  • Funds reported $263M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2024, down 6.7% quarter-over-quarter.
  • 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $11.2M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2024 was Factory Mutual Insurance, an estimated $41.9M sold.

Based on aggregated 13F filings for Q3 2024.