iShares U.S. Carbon Transition Readiness Aware Active ETF

LCTU

Market cap $1.42B

169 hedge funds and large institutions have $1.22B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 18 closing their positions.

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New

Increased

Maintained

Reduced

Closed

more funds holding in top 10

Funds holding in top 10: →

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

15% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 74

33% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 18

Holders

169

Holders Change

Holders Change %

% of All Funds

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

% of All Funds

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

Net Calls Change

Top Buyers

1		+$10.4M
2		+$8.75M
3		+$5.05M
4	Janney Montgomery Scott Philadelphia, Pennsylvania	+$2.38M
5	SW SoFi Wealth San Francisco, California	+$1.62M

Top Sellers

1		-$120M
2		-$4.31M
3		-$2.07M
4	Envestnet Asset Management Chicago, Illinois	-$1.54M
5	MMA Miracle Mile Advisors Los Angeles, California	-$1.22M

#	Name	Holding
26	SPIA 26 Steward Partners Investment Advisory New York	$3.88M
27	SWM 27 SigFig Wealth Management San Francisco, California	$3.72M
28	BCI 28 Brinker Capital Investments Berwyn, Pennsylvania	$3.55M
29	PWM 29 Perigon Wealth Management San Francisco, California	$3.52M
30	30 Bank of New York Mellon New York	$3.51M
31	31 Commonwealth Equity Services Waltham, Massachusetts	$3.4M
32	MOS 32 MGO One Seven Beachwood, Ohio	$3.01M
33	33 Cerity Partners New York	$2.76M
34	NA 34 NewEdge Advisors New Orleans, Louisiana	$2.53M
35	APW 35 Austin Private Wealth Austin, Texas	$2.51M
36	MFG 36 Merit Financial Group Alpharetta, Georgia	$2.46M
37	ISFAN 37 Investor's Fiduciary Advisor Network Snoqualmie, Washington	$2.34M
38	MPW 38 MA Private Wealth San Carlos, California	$2.12M
39	39 HighTower Advisors Chicago, Illinois	$1.97M
40	WIA 40 World Investment Advisors Santa Barbara, California	$1.95M
41	RA 41 RFG Advisory Birmingham, Alabama	$1.93M
42	FFA 42 Farther Finance Advisors San Francisco, California	$1.87M
43	RIA 43 Regal Investment Advisors Kentwood, Michigan	$1.84M
44	SWP 44 Sagespring Wealth Partners Franklin, Tennessee	$1.77M
45	ACA 45 Aptus Capital Advisors Fairhope, Alabama	$1.77M
46	WA 46 Wealth Alliance Mellville, New York	$1.68M
47	SCA 47 Snowden Capital Advisors New York	$1.66M
48	OSAM 48 O'Shaughnessy Asset Management Stamford, Connecticut	$1.61M
49	49 Raymond James Financial St Petersburg, Florida	$1.53M
50	CW 50 CreativeOne Wealth Overland Park, Kansas	$1.5M