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iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU

166 hedge funds and large institutions have $1.21B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

7% more funds holding

Funds holding: 155 → 166 (+11)

0.98% less ownership

Funds ownership: 100.02% → 99.04% (-0.98%)

3% less capital invested

Capital invested by funds: $1.25B → $1.21B (-$37.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

63% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 94

Holders
166
Holders Change
+11
Holders Change %
+7.1%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
35
Reduced
94
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.9M
2
Goldman Sachs
Goldman Sachs
New York
+$2.32M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$1.45M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.34M
5
RA
RFG Advisory
Alabama
+$871K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$37.5M
2
FMI
Factory Mutual Insurance
Massachusetts
-$25.1M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$11.4M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$9.32M
5
JP Morgan Chase
JP Morgan Chase
New York
-$5.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
26
Sharkey, Howes & Javer
Colorado
$4.08M -$511K -8,463 -12%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.07M -$371K -6,145 -9%
EH
28
Equitable Holdings
New York
$3.98M -$332K -5,500 -8%
SPIA
29
Steward Partners Investment Advisory
New York
$3.5M -$203K -3,357 -6%
Prudential Financial
30
Prudential Financial
New Jersey
$3.23M +$64.3K +1,065 +2%
SWM
31
SigFig Wealth Management
California
$3.15M -$180K -2,982 -6%
Goldman Sachs
32
Goldman Sachs
New York
$3.12M +$2.32M +38,395 +340%
EFG
33
Elios Financial Group
Ohio
$2.93M +$2.82M +46,679 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.83M -$165K -2,726 -6%
Cerity Partners
35
Cerity Partners
New York
$2.82M +$60 +1 +0%
MOS
36
MGO One Seven
Ohio
$2.6M -$201K -3,329 -7%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.58M -$238K -3,938 -9%
DAS
38
Diversify Advisory Services
Utah
$2.19M -$255K -4,217 -11%
ACA
39
Aptus Capital Advisors
Alabama
$2.15M -$163K -2,700 -7%
PWM
40
Perigon Wealth Management
California
$2.1M +$160K +2,647 +9%
WA
41
Wealth Alliance
New York
$2.03M -$303K -5,013 -13%
APW
42
Austin Private Wealth
Texas
$1.94M -$92.8K -1,537 -5%
MPW
43
MA Private Wealth
California
$1.9M +$11.1K +183 +0.6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.88M -$956K -15,824 -35%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.81M +$312K +5,166 +22%
OPS
46
Orion Portfolio Solutions
Nebraska
$1.81M +$312K +5,166 +22%
HighTower Advisors
47
HighTower Advisors
Illinois
$1.62M +$48.1K +797 +3%
RIA
48
Regal Investment Advisors
Michigan
$1.53M -$66.2K -1,096 -4%
AAS
49
Avantax Advisory Services
Texas
$1.51M -$132K -2,182 -8%
Citadel Advisors
50
Citadel Advisors
Florida
$1.4M +$1.34M +22,252 New
1
2
3 4 5

LCTU Hedge Fund Activity: Q3 2024 in Review

166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2024, worth a combined $1.21B — down 3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LCTU positions and 11 closed out — a net gain of 11 holders — while 35 added to existing stakes and 94 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.9M. The largest seller was Envestnet Asset Management, cutting an estimated $37.5M.

  • 166 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2024, up from 155 in Q2 2024.
  • Funds reported $1.21B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2024, down 3% quarter-over-quarter.
  • 22 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $2.9M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $37.5M sold.

Based on aggregated 13F filings for Q3 2024.