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

97 hedge funds and large institutions have $158M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $224M → $158M (-$66.4M)

31.14% less ownership

Funds ownership: 94.9%63.76% (-31%)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
76
Rossby Financial
Florida
$25.8K
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$20.4K -$776 -15 -4%
MIA
78
Milestone Investment Advisors
Wisconsin
$15.8K
TFA
79
Transamerica Financial Advisors
Florida
$14.1K +$13.7K +264 New
EWM
80
Evolution Wealth Management
Florida
$12.3K +$52 +1 +0.4%
Wells Fargo
81
Wells Fargo
California
$11.8K +$8.69K +168 +317%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$11K +$2.23K +43 +26%
CFD
83
Creative Financial Designs
Indiana
$11K -$48.5K -937 -82%
GWSG
84
GPS Wealth Strategies Group
Colorado
$9.51K
AAS
85
Ameritas Advisory Services
Nebraska
$9.17K -$362 -7 -4%
NB
86
NBT Bank
New York
$7.99K -$5.02K -97 -65%
1NWS
87
1 North Wealth Services
Maryland
$6.93K
WP
88
WealthShield Partners
North Carolina
$6.45K
KG
89
Kilter Group
New York
$6.02K +$517 +10 +10%
PWA
90
Physician Wealth Advisors
Utah
$5.38K
GSWM
91
Golden State Wealth Management
California
$5.28K
MG
92
Mather Group
Illinois
$5.28K +$5.12K +99 New
HDIM
93
Hanson & Doremus Investment Management
Vermont
$4K
MCM
94
MAI Capital Management
Ohio
$3.41K
IA
95
IFP Advisors
Florida
$1.81K
SWP
96
Strategic Wealth Partners
Ohio
$799 +$776 +15 New
AF
97
Allworth Financial
California
$238
UBS AM
98
UBS AM
Illinois
-$75.3M -1,480,000 Closed
TF
99
Theory Financial
Colorado
-$202K -4,052 Closed
TPWA
100
Twin Peaks Wealth Advisors
California
-$75.3K -1,456 Closed

LCTD Hedge Fund Activity: Q3 2025 in Review

97 of the 7,620 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 2025, worth a combined $158M — down 30% from $224M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LCTD positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $1.57M. The largest seller was UBS AM, exiting entirely with an estimated $75.3M sold.

  • 97 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $158M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2025, down 30% quarter-over-quarter.
  • 13 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.57M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2025 was UBS AM, an estimated $75.3M sold.

Based on aggregated 13F filings for Q3 2025.