We are live on ! Find out more
LCTD icon

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

96 hedge funds and large institutions have $205M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% less funds holding

Funds holding: 9896 (-2)

3.18% less ownership

Funds ownership: 98.79%95.6% (-3.2%)

16% less capital invested

Capital invested by funds: $245M → $205M (-$39.8M)

58% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 52

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
Milestone Investment Advisors
Wisconsin
$13.4K
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$13.3K
T
78
Transce3nd
Texas
$10.6K -$1.56K -34 -13%
WCM
79
WealthTrak Capital Management
Virginia
$9.88K
CAWM
80
Capital A Wealth Management
Pennsylvania
$9.47K
GWSG
81
GPS Wealth Strategies Group
Colorado
$8.08K
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$7.58K -$1.79K -39 -19%
CPG
83
Cornerstone Planning Group
New Jersey
$7.36K +$7.22K +157 New
NB
84
NBT Bank
New York
$6.93K +$6.9K +150 New
AG
85
AmeriFlex Group
Nevada
$6.61K +$690 +15 +12%
1NWS
86
1 North Wealth Services
Maryland
$6K +$5.98K +130 New
WP
87
WealthShield Partners
North Carolina
$5.77K -$12.2K -266 -68%
Morgan Stanley
88
Morgan Stanley
New York
$5.17K +$5.11K +111 +11,100%
PWA
89
Physician Wealth Advisors
Utah
$4.94K -$138 -3 -3%
GSWM
90
Golden State Wealth Management
California
$4.57K +$4.55K +99 New
CCM
91
Coldstream Capital Management
Washington
$4.53K +$4.51K +98 New
GFPC
92
Global Financial Private Client
Florida
$4.48K -$230 -5 -5%
MG
93
Mather Group
Illinois
$4.2K +$1.93K +42 +86%
HDIM
94
Hanson & Doremus Investment Management
Vermont
$4K
MCM
95
MAI Capital Management
Ohio
$2.96K
AF
96
Allworth Financial
California
$208 -$138 -3 -43%
FMI
97
Factory Mutual Insurance
Massachusetts
-$50M -1,147,970 Closed
CFGS
98
Concourse Financial Group Securities
Alabama
-$188K -4,168 Closed
VWM
99
Venturi Wealth Management
Texas
-$141K -3,233 Closed
VHAM
100
Van Hulzen Asset Management
California
-$53K -1,218 Closed

LCTD Hedge Fund Activity: Q1 2025 in Review

96 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q1 2025, worth a combined $205M — down 16% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LCTD positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 52 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.65M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $50M sold.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $205M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $3.65M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2025 was Factory Mutual Insurance, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2025.