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

180 hedge funds and large institutions have $1.26B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

8% more funds holding

Funds holding: 166 → 180 (+14)

4% more capital invested

Capital invested by funds: $1.21B → $1.26B (+$48M)

0.58% more ownership

Funds ownership: 99.04% → 99.63% (+0.58%)

23% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 75

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
58
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$25.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$2.82M
3
NA
NewEdge Advisors
Louisiana
+$2.34M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.34M
5
GM
GeoWealth Management
Illinois
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.81M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.9M
3
MIS
Morningstar Investment Services
Illinois
-$4.96M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$3.89M
5
Prudential Financial
Prudential Financial
New Jersey
-$3.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.99M -$171K -2,653 -4%
EH
27
Equitable Holdings
New York
$3.87M -$196K -3,039 -5%
SPIA
28
Steward Partners Investment Advisory
New York
$3.76M +$186K +2,894 +5%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.68M -$2.28M -35,435 -38%
NA
30
NewEdge Advisors
Louisiana
$3.39M +$2.34M +36,285 +218%
SWM
31
SigFig Wealth Management
California
$3.28M +$48.4K +751 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$3.13M +$244K +3,791 +8%
ISFAN
33
Investor's Fiduciary Advisor Network
Washington
$3M +$3.02M +46,880 New
EFG
34
Elios Financial Group
Ohio
$2.77M -$223K -3,467 -7%
Cerity Partners
35
Cerity Partners
New York
$2.73M -$150K -2,335 -5%
MOS
36
MGO One Seven
Ohio
$2.65M -$5.41K -84 -0.2%
PWM
37
Perigon Wealth Management
California
$2.63M +$453K +7,028 +21%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$2.22M -$409K -6,355 -15%
WA
39
Wealth Alliance
New York
$2M -$75.2K -1,168 -4%
APW
40
Austin Private Wealth
Texas
$1.98M +$2.71K +42 +0.1%
MPW
41
MA Private Wealth
California
$1.93M -$9.53K -148 -0.5%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.92M +$81.5K +1,266 +4%
OPS
43
Orion Portfolio Solutions
Nebraska
$1.92M +$81.5K +1,266 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.91M +$258K +4,002 +15%
TC
45
TownSquare Capital
Utah
$1.88M +$504K +7,831 +36%
ACA
46
Aptus Capital Advisors
Alabama
$1.61M -$587K -9,111 -27%
RIA
47
Regal Investment Advisors
Michigan
$1.57M +$11.1K +172 +0.7%
WIA
48
World Investment Advisors
California
$1.51M +$87.3K +1,356 +6%
DAS
49
Diversify Advisory Services
Utah
$1.49M -$705K -10,945 -32%
SCA
50
Snowden Capital Advisors
New York
$1.48M +$69.9K +1,085 +5%
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LCTU Hedge Fund Activity: Q4 2024 in Review

180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q4 2024, worth a combined $1.26B — up 4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new LCTU positions and 19 closed out — a net gain of 16 holders — while 58 added to existing stakes and 75 trimmed.

The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.81M.

  • 180 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q4 2024, up from 166 in Q3 2024.
  • Funds reported $1.26B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2024, up 4% quarter-over-quarter.
  • 35 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2024 and 19 closed out, a net change of +16 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2024 was LPL Financial, an estimated $25.4M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2024.