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iShares U.S. Carbon Transition Readiness Aware Active ETF

71 hedge funds and large institutions have $1.15B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

25% more funds holding

Funds holding: 5771 (+14)

0.88% more ownership

Funds ownership: 94.75%95.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.16B → $1.15B (-$4.23M)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
42
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$137K +$57.6K +1,302 +61%
AF
52
Advisornet Financial
Minnesota
$129K +$125K +2,834 +725%
OLVIG
53
Oliver Lagore Vanvalin Investment Group
Michigan
$80K +$32.6K +736 +58%
CFD
54
Creative Financial Designs
Indiana
$77K +$84.1K +1,901 +5,003%
SWM
55
Sugarloaf Wealth Management
Georgia
$77K +$85K +1,921 New
CAL
56
Capital Analysts LLC
Pennsylvania
$63K +$49.1K +1,110 +233%
UBS Group
57
UBS Group
Switzerland
$63K +$69.5K +1,572 New
APA
58
American Portfolios Advisors
New York
$47.4K +$23.1K +523 +79%
MCC
59
Money Concepts Capital
Florida
$46K
BlackRock
60
BlackRock
New York
$34K +$15.3K +347 +69%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$28K +$16.8K +379 +122%
ACM
62
Absolute Capital Management
Pennsylvania
$21.3K +$23.6K +534 New
BC
63
Barrett & Company
Rhode Island
$18.9K +$19.7K +445 New
CWA
64
Clearview Wealth Advisors
Oregon
$15K +$5.84K +132 +53%
GFPC
65
Global Financial Private Client
Florida
$6.45K +$6.99K +158 New
KFS
66
Kelly Financial Services
Massachusetts
$4.86K +$2.17K +49 +67%
Morgan Stanley
67
Morgan Stanley
New York
$4K -$25.6K -578 -85%
PA
68
Parallel Advisors
California
$3K +$2.88K +65 New
HI
69
Harbour Investments
Wisconsin
$2K
CIAS
70
CFS Investment Advisory Services
New Jersey
$2K +$2.82M +63,752 New
Temasek Holdings
71
Temasek Holdings
Singapore
-$31.7M -760,375 Closed
PAG
72
Private Advisory Group
Washington
-$252K -6,040 Closed
CA
73
CoreCap Advisors
Michigan
-$108K -2,579 Closed
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
-$103K -2,458 Closed
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
-$23K -544 Closed

LCTU Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2022, worth a combined $1.15B — down 0.37% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LCTU positions and 6 closed out — a net gain of 15 holders — while 42 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.8M. The largest seller was Temasek Holdings, exiting entirely with an estimated $31.7M sold.

  • 71 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2022, up from 57 in Q2 2022.
  • Funds reported $1.15B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2022, down 0.37% quarter-over-quarter.
  • 21 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2022 and 6 closed out, a net change of +15 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.8M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2022 was Temasek Holdings, an estimated $31.7M sold.

Based on aggregated 13F filings for Q3 2022.