iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
91 hedge funds and large institutions have $263M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 18 reducing their positions, and 7 closing their positions.
156% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 18
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
5% more funds holding
Funds holding: 87 → 91 (+4)
0.07% more ownership
Funds ownership: 98.78% → 98.86% (+0.07%)
7% less capital invested
Capital invested by funds: $282M → $263M (-$18.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.49M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$580K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$465K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$279K |
| 5 |
LPL Financial
San Diego,
California
|
+$252K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$41.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$2.64M |
| 3 |
Jane Street
New York
|
-$427K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$278K |
| 5 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$208K |
LCTD Hedge Fund Activity: Q3 2024 in Review
91 of the 6,978 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 2024, worth a combined $263M — down 6.6% from $282M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new LCTD positions and 7 closed out — a net gain of 4 holders — while 46 added to existing stakes and 18 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $1.49M. The largest seller was Factory Mutual Insurance, cutting an estimated $41.9M.
- 91 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2024, up from 87 in Q2 2024.
- Funds reported $263M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2024, down 6.6% quarter-over-quarter.
- 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2024 and 7 closed out, a net change of +4 holders.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2024 was Carson Wealth (CWM LLC), an estimated $1.49M added.
- The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2024 was Factory Mutual Insurance, an estimated $41.9M sold.
Based on aggregated 13F filings for Q3 2024.