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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.56M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.26M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$2.12M |
| 4 |
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
Chicago,
Illinois
|
-$941K |
| 2 |
Jane Street
New York
|
-$872K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$864K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$731K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$632K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Jane Street
New York
| – | -$872K | -17,919 | Closed |
|
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$731K | -15,031 | Closed |
|
|
103
Prudential Financial
Newark,
New Jersey
| – | -$632K | -12,996 | Closed |
|
|
SB
104
Strategic Blueprint
Atlanta,
Georgia
| – | -$206K | -4,227 | Closed |
|
|
AF
105
Advisornet Financial
Minnetonka,
Minnesota
| – | -$22.9K | -470 | Closed |
|
|
MWA
106
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| – | -$15.1K | -310 | Closed |
|
107
Wells Fargo
San Francisco,
California
| – | -$14.9K | -306 | Closed |
|
|
NB
108
NBT Bank
Norwich,
New York
| – | -$7.3K | -150 | Closed |
|
109
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$5.89K | -121 | Closed |
|
|
GSEP
110
Golden State Equity Partners
South Coast Metro,
California
| – | -$5.84K | -120 | Closed |
|
|
CFG
111
Copley Financial Group
San Diego,
California
| – | -$4.09K | -84 | Closed |
|
|
RCM
112
Raleigh Capital Management
Cary,
North Carolina
| – | -$924 | -19 | Closed |
|
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.