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

97 hedge funds and large institutions have $158M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

1% more funds holding

Funds holding: 9697 (+1)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

30% less capital invested

Capital invested by funds: $224M → $158M (-$66.4M)

31.14% less ownership

Funds ownership: 94.9%63.76% (-31%)

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$63.9M -$1.3M -25,115 -2%
LPL Financial
2
LPL Financial
California
$16.2M +$398K +7,698 +3%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$12.9M -$892K -17,245 -7%
JP Morgan Chase
4
JP Morgan Chase
New York
$8.69M +$1.54M +29,781 +22%
PAS
5
Park Avenue Securities
New York
$5.93M +$107K +2,065 +2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.44M +$161K +3,116 +4%
FTUS
7
Flow Traders U.S.
New York
$4.34M -$10.2K -198 -0.2%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.97M -$429K -8,290 -13%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.24M -$738K -14,270 -25%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.9M +$448K +8,651 +32%
Cerity Partners
11
Cerity Partners
New York
$1.78M +$110K +2,129 +7%
AssetMark Inc
12
AssetMark Inc
California
$1.71M +$89K +1,720 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.61M +$1.57M +30,261 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.42M +$311K +6,013 +29%
Goldman Sachs
15
Goldman Sachs
New York
$1.35M +$1.31M +25,370 New
OWA
16
One Wealth Advisors
California
$1.34M -$77.9K -1,505 -6%
Citadel Advisors
17
Citadel Advisors
Florida
$1.34M +$348K +6,716 +36%
HGWM
18
Horst & Graben Wealth Management
Oregon
$1.03M -$23.7K -458 -2%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$2.59M -49,992 -72%
SW
20
SoFi Wealth
California
$976K +$267K +5,164 +39%
Osaic Holdings
21
Osaic Holdings
Arizona
$938K -$62.6K -1,209 -6%
UCFA
22
United Capital Financial Advisors
Texas
$916K -$130K -2,511 -13%
EH
23
Equitable Holdings
New York
$901K +$66K +1,276 +8%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$865K -$12.5K -242 -1%
SHJ
25
Sharkey, Howes & Javer
Colorado
$860K -$10.2K -198 -1%

LCTD Hedge Fund Activity: Q3 2025 in Review

97 of the 7,620 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 2025, worth a combined $158M — down 30% from $224M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LCTD positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 35 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $1.57M. The largest seller was UBS AM, exiting entirely with an estimated $75.3M sold.

  • 97 institutional investors held iShares World ex U.S. Carbon Transition Readiness Aware Active ETF (LCTD) as of Q3 2025, up from 96 in Q2 2025.
  • Funds reported $158M of iShares World ex U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2025, down 30% quarter-over-quarter.
  • 13 funds opened new iShares World ex U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2025 and 8 closed out, a net change of +5 holders.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $1.57M added.
  • The largest iShares World ex U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2025 was UBS AM, an estimated $75.3M sold.

Based on aggregated 13F filings for Q3 2025.