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

98 hedge funds and large institutions have $245M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 20

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

8% more funds holding

Funds holding: 91 → 98 (+7)

4.42% less ownership

Funds ownership: 103.2% → 98.79% (-4.4%)

7% less capital invested

Capital invested by funds: $263M → $245M (-$18.1M)

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
50
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$4.56M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.26M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.12M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.1M
5
PAS
Park Avenue Securities
New York
+$490K

Top Sellers

Rank Fund Capital Flow
1
MIS
Morningstar Investment Services
Illinois
-$941K
2
Jane Street
Jane Street
New York
-$872K
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$864K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$731K
5
Prudential Financial
Prudential Financial
New Jersey
-$632K
Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
76
Oliver Lagore Vanvalin Investment Group
Michigan
$18.7K -$1.42K -31 -7%
GRP
77
Global Retirement Partners
California
$18.5K – – –
WP
78
WealthShield Partners
North Carolina
$17K +$459 +10 +3%
MIA
79
Milestone Investment Advisors
Wisconsin
$12.6K – – –
GWANC
80
Guardian Wealth Advisors (North Carolina)
North Carolina
$12.6K +$13.3K +289 New
OP
81
ORG Partners
Indiana
$12.6K – – –
T
82
Transce3nd
Texas
$11.4K +$12.1K +263 New
WCM
83
WealthTrak Capital Management
Virginia
$9.31K +$9.82K +214 New
CAWM
84
Capital A Wealth Management
Pennsylvania
$8.92K +$9.4K +205 New
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$8.83K +$1.79K +39 +24%
GWSG
86
GPS Wealth Strategies Group
Colorado
$7.61K +$138 +3 +2%
FA
87
Fedenia Advisers
Wisconsin
$6.83K +$7.2K +157 New
AG
88
AmeriFlex Group
Nevada
$5.83K +$5.87K +128 New
PWA
89
Physician Wealth Advisors
Utah
$4.79K +$5.05K +110 New
GFPC
90
Global Financial Private Client
Florida
$4.44K +$367 +8 +9%
HDIM
91
Hanson & Doremus Investment Management
Vermont
$3K +$3.53K +77 New
MCM
92
MAI Capital Management
Ohio
$2.79K +$2.94K +64 New
SWM
93
Sugarloaf Wealth Management
Georgia
$2.18K -$51.8K -1,128 -96%
MG
94
Mather Group
Illinois
$2.13K +$551 +12 +32%
PA
95
Parallel Advisors
California
$1.48K +$1.56K +34 New
TAM
96
Tucker Asset Management
Colorado
$479 – – –
AF
97
Allworth Financial
California
$333 – – –
Morgan Stanley
98
Morgan Stanley
New York
$49 -$3.07K -67 -99%
IAIM
99
International Assets Investment Management
Florida
– -$4.87K -242,911 Closed
MIS
100
Morningstar Investment Services
Illinois
– -$941K -19,319 Closed
1 2 3
4
5

LCTD Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 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 2024, worth a combined $245M — down 6.9% from $263M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LCTD positions and 14 closed out — a net gain of 7 holders — while 50 added to existing stakes and 20 trimmed.

The largest buyer was LPL Financial, adding an estimated $4.56M. The largest seller was Morningstar Investment Services, exiting entirely with an estimated $941K sold.

  • 98 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q4 2024, up from 91 in Q3 2024.
  • Funds reported $245M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2024, down 6.9% quarter-over-quarter.
  • 21 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2024 and 14 closed out, a net change of +7 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2024 was LPL Financial, an estimated $4.56M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2024 was Morningstar Investment Services, an estimated $941K sold.

Based on aggregated 13F filings for Q4 2024.