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

96 hedge funds and large institutions have $205M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% less funds holding

Funds holding: 9896 (-2)

3.18% less ownership

Funds ownership: 98.79%95.6% (-3.2%)

16% less capital invested

Capital invested by funds: $245M → $205M (-$39.8M)

58% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 52

Holders
96
Holders Change
-2
Holders Change %
-2.04%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$68.4M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$58M -$766K -16,663 -1%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$13.5M -$4.26M -92,538 -24%
LPL Financial
4
LPL Financial
California
$11.8M +$955K +20,767 +9%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.54M -$414K -8,993 -6%
PAS
6
Park Avenue Securities
New York
$5.09M -$28K -608 -0.5%
FTUS
7
Flow Traders U.S.
New York
$3.67M +$3.65M +79,396 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.58M +$389K +8,448 +12%
MML Investors Services
9
MML Investors Services
Massachusetts
$3.08M +$9.38K +204 +0.3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.26M +$2.25M +48,841 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$1.95M -42,498 -58%
Cerity Partners
12
Cerity Partners
New York
$1.43M -$28.7K -625 -2%
AssetMark Inc
13
AssetMark Inc
California
$1.32M -$111K -2,413 -8%
OWA
14
One Wealth Advisors
California
$1.28M -$276K -5,996 -18%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.21M
AWS
16
Atria Wealth Solutions
New York
$1.13M -$79.1K -1,720 -7%
Jane Street
17
Jane Street
New York
$1.05M +$1.05M +22,738 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.02M +$17.9K +390 +2%
UCFA
19
United Capital Financial Advisors
Texas
$949K -$128K -2,780 -12%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$935K -$34.3K -745 -4%
HGWM
21
Horst & Graben Wealth Management
Oregon
$882K -$104K -2,268 -11%
OIA
22
OneDigital Investment Advisors
Kansas
$760K -$14.5K -315 -2%
SHJ
23
Sharkey, Howes & Javer
Colorado
$754K -$39K -847 -5%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$754K -$54.5K -1,186 -7%
EH
25
Equitable Holdings
New York
$738K -$83.5K -1,815 -10%

LCTD Hedge Fund Activity: Q1 2025 in Review

96 of the 7,459 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 2025, worth a combined $205M — down 16% from $245M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LCTD positions and 10 closed out — a net gain of 1 holder — while 22 added to existing stakes and 52 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.65M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $50M sold.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q1 2025, down from 98 in Q4 2024.
  • Funds reported $205M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2025, down 16% quarter-over-quarter.
  • 11 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2025 and 10 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2025 was Flow Traders U.S., an estimated $3.65M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2025 was Factory Mutual Insurance, an estimated $50M sold.

Based on aggregated 13F filings for Q1 2025.