iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
86 hedge funds and large institutions have $363M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
6% more funds holding
Funds holding: 81 → 86 (+5)
2.35% less ownership
Funds ownership: 102.28% → 99.93% (-2.3%)
19% less capital invested
Capital invested by funds: $449M → $363M (-$86.6M)
22% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$893K |
| 2 |
LPL Financial
San Diego,
California
|
+$671K |
| 3 |
JP Morgan Chase
New York
|
+$360K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$271K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$92.7M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.32M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.77M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$1.21M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
LCTD Hedge Fund Activity: Q1 2024 in Review
86 of the 6,942 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 2024, worth a combined $363M — down 19% from $449M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LCTD positions and 6 closed out — a net gain of 7 holders — while 29 added to existing stakes and 37 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $893K. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $92.7M.
- 86 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q1 2024, up from 81 in Q4 2023.
- Funds reported $363M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2024, down 19% quarter-over-quarter.
- 13 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2024 and 6 closed out, a net change of +7 holders.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $893K added.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2024 was California State Teachers Retirement System (CalSTRS), an estimated $92.7M sold.
Based on aggregated 13F filings for Q1 2024.