We are live on ! Find out more
LCTD icon

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

96 hedge funds and large institutions have $224M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $205M → $224M (+$19.1M)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 9696 (0)

0.7% less ownership

Funds ownership: 95.6%94.9% (-0.7%)

18% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 39

Holders
96
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
32
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
1
UBS AM
Illinois
$75.3M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$62.3M -$1.53M -31,698 -3%
LPL Financial
3
LPL Financial
California
$15.1M +$2.04M +42,187 +17%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$13.2M -$1.6M -33,014 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.78M -$410K -8,469 -6%
PAS
6
Park Avenue Securities
New York
$5.55M -$50.4K -1,041 -0.9%
FTUS
7
Flow Traders U.S.
New York
$4.15M +$109K +2,248 +3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$4.08M +$128K +2,640 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$3.51M +$1.83M +37,832 +121%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.25M -$125K -2,581 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.86M +$360K +7,426 +15%
Cerity Partners
12
Cerity Partners
New York
$1.59M +$12.5K +259 +0.8%
AssetMark Inc
13
AssetMark Inc
California
$1.55M +$91.9K +1,899 +7%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.38M +$241K +4,976 +23%
OWA
15
One Wealth Advisors
California
$1.36M -$43.8K -905 -3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.05M +$21.3K +440 +2%
HGWM
17
Horst & Graben Wealth Management
Oregon
$1M +$31.8K +656 +3%
UCFA
18
United Capital Financial Advisors
Texas
$1M -$41.7K -862 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$942K +$483K +9,985 +112%
Citadel Advisors
20
Citadel Advisors
Florida
$936K +$447K +9,239 +101%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$838K +$7.6K +157 +1%
SHJ
22
Sharkey, Howes & Javer
Colorado
$831K +$387 +8 +0%
EH
23
Equitable Holdings
New York
$795K -$16.4K -338 -2%
OIA
24
OneDigital Investment Advisors
Kansas
$769K -$64.6K -1,334 -8%
GM
25
GeoWealth Management
Illinois
$729K +$213K +4,400 +44%

LCTD Hedge Fund Activity: Q2 2025 in Review

96 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) for Q2 2025, worth a combined $224M — up 9.3% from $205M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LCTD positions and 11 closed out — a net gain of 1 holder — while 32 added to existing stakes and 39 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.04M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $1.6M.

  • 96 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $224M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 9.3% quarter-over-quarter.
  • 12 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +1 holder.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $2.04M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Envestnet Portfolio Solutions, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2025.