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iShares U.S. Carbon Transition Readiness Aware Active ETF

186 hedge funds and large institutions have $1.24B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 62

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$115M)

3% more funds holding

Funds holding: 180186 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 97.59%96.93% (-0.66%)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
84
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
SoFi Wealth
California
$3.79M +$1.41M +22,723 +68%
SPIA
27
Steward Partners Investment Advisory
New York
$3.69M -$164K -2,651 -5%
SWM
28
SigFig Wealth Management
California
$3.46M +$125K +2,022 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$3.2M -$65K -1,047 -2%
PWM
30
Perigon Wealth Management
California
$3.04M -$491K -7,907 -15%
MOS
31
MGO One Seven
Ohio
$2.9M +$138K +2,222 +5%
BCI
32
Brinker Capital Investments
Pennsylvania
$2.72M +$531K +8,562 +27%
EFG
33
Elios Financial Group
Ohio
$2.57M -$300K -4,838 -11%
NA
34
NewEdge Advisors
Louisiana
$2.46M -$593K -9,556 -21%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.44M +$63.2K +1,019 +3%
Cerity Partners
36
Cerity Partners
New York
$2.42M -$72.2K -1,164 -3%
ISFAN
37
Investor's Fiduciary Advisor Network
Washington
$2.27M -$938K -15,120 -31%
MFG
38
Merit Financial Group
Georgia
$2.11M +$657K +10,589 +51%
APW
39
Austin Private Wealth
Texas
$2.1M +$62.1K +1,000 +3%
MPW
40
MA Private Wealth
California
$2.03M
WA
41
Wealth Alliance
New York
$2.01M -$11.7K -188 -0.6%
RA
42
RFG Advisory
Alabama
$1.85M +$3.85K +62 +0.2%
HighTower Advisors
43
HighTower Advisors
Illinois
$1.84M -$66.2K -1,067 -4%
WIA
44
World Investment Advisors
California
$1.79M -$13K -210 -0.8%
RIA
45
Regal Investment Advisors
Michigan
$1.74M +$4.96K +80 +0.3%
AAS
46
Avantax Advisory Services
Texas
$1.66M +$50.1K +808 +3%
ACA
47
Aptus Capital Advisors
Alabama
$1.64M -$7.51K -121 -0.5%
SWP
48
Sagespring Wealth Partners
Tennessee
$1.52M +$133K +2,142 +11%
SCA
49
Snowden Capital Advisors
New York
$1.51M -$27.8K -448 -2%
OSAM
50
O'Shaughnessy Asset Management
Connecticut
$1.49M -$37.5K -604 -3%

LCTU Hedge Fund Activity: Q2 2025 in Review

186 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2025, worth a combined $1.24B — up 10% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LCTU positions and 11 closed out — a net gain of 7 holders — while 84 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.82M.

  • 186 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $1.24B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 18 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $9.2M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $6.82M sold.

Based on aggregated 13F filings for Q2 2025.