iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
57 hedge funds and large institutions have $1.16B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 6 closing their positions.
650% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 6
217% more funds holding
Funds holding: 18 → 57 (+39)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.01% less ownership
Funds ownership: 94.76% → 94.75% (-0.01%)
15% less capital invested
Capital invested by funds: $1.37B → $1.16B (-$211M)
25% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$70.4M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$45.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$11.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.38M |
| 5 |
5L
55I LLC
Boston,
Massachusetts
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$126M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$717K |
| 3 |
Goldman Sachs
New York
|
-$396K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$375K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$232K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| $16K | +$17.8K | +391 | New |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13K | +$14.2K | +311 | New |
|
|
CWA
53
Clearview Wealth Advisors
Salem,
Oregon
| $10K | +$11.3K | +248 | New |
|
|
KFS
54
Kelly Financial Services
Braintree,
Massachusetts
| $3.06K | +$3.33K | +73 | New |
|
|
CFD
55
Creative Financial Designs
Kokomo,
Indiana
| $2K | +$1.73K | +38 | New |
|
|
HI
56
Harbour Investments
Madison,
Wisconsin
| $2K | +$2.65K | +58 | New |
|
|
FTUS
57
Flow Traders U.S.
New York
| – | -$717K | -14,186 | Closed |
|
|
58
Goldman Sachs
New York
| – | -$396K | -7,835 | Closed |
|
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$375K | -7,426 | Closed |
|
|
JMPWA
60
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$232K | -4,600 | Closed |
|
61
UBS Group
Zurich,
Switzerland
| – | -$19K | -381 | Closed |
|
|
GI
62
Gradient Investments
Arden Hills,
Minnesota
| – | +$274 | +6 | New |
|
LCTU Hedge Fund Activity: Q2 2022 in Review
57 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2022, worth a combined $1.16B — down 15% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new LCTU positions and 6 closed out — a net gain of 39 holders — while 3 added to existing stakes and 4 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $70.4M. The largest seller was Varma Mutual Pension Insurance Co, cutting an estimated $126M.
- 57 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2022, up from 18 in Q1 2022.
- Funds reported $1.16B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2022, down 15% quarter-over-quarter.
- 45 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2022 and 6 closed out, a net change of +39 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $70.4M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2022 was Varma Mutual Pension Insurance Co, an estimated $126M sold.
Based on aggregated 13F filings for Q2 2022.