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

96 hedge funds and large institutions have $224M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $205M → $224M (+$19.1M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 9696 (0)

0.7% less ownership

Funds ownership: 95.6%94.9% (-0.7%)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
96
Holders Change
Holders Change %
0%
% 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
32
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
76
Milestone Investment Advisors
Wisconsin
$15K +$291 +6 +2%
GWANC
77
Guardian Wealth Advisors (North Carolina)
North Carolina
$14.7K
EWM
78
Evolution Wealth Management
Florida
$11.6K +$11.1K +229 New
T
79
Transce3nd
Texas
$11.2K -$387 -8 -3%
WCM
80
WealthTrak Capital Management
Virginia
$10.9K
AAS
81
Ameritas Advisory Services
Nebraska
$9.11K +$8.67K +179 New
GWSG
82
GPS Wealth Strategies Group
Colorado
$9.07K +$145 +3 +2%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$8.34K
NB
84
NBT Bank
New York
$7.63K
1NWS
85
1 North Wealth Services
Maryland
$6.61K
WP
86
WealthShield Partners
North Carolina
$6.15K -$194 -4 -3%
AG
87
AmeriFlex Group
Nevada
$5.55K -$1.6K -33 -23%
KG
88
Kilter Group
New York
$5.24K +$4.99K +103 New
PWA
89
Physician Wealth Advisors
Utah
$5.14K -$291 -6 -6%
GSWM
90
Golden State Wealth Management
California
$5.04K
HDIM
91
Hanson & Doremus Investment Management
Vermont
$4K
MCM
92
MAI Capital Management
Ohio
$3.26K
Wells Fargo
93
Wells Fargo
California
$2.7K +$2.57K +53 New
IA
94
IFP Advisors
Florida
$1.75K -$21.6K -447 -93%
AF
95
Allworth Financial
California
$227
Morgan Stanley
96
Morgan Stanley
New York
$63 -$5.37K -111 -99%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
-$1.21M -26,522 Closed
AWS
98
Atria Wealth Solutions
New York
-$1.13M -24,513 Closed
Jane Street
99
Jane Street
New York
-$1.05M -22,738 Closed
TC
100
TownSquare Capital
Utah
-$288K -6,244 Closed

LCTD Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 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 2025, worth a combined $224M — up 9.3% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LCTD positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.04M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $1.6M.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $224M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 12 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $2.04M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2025.