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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

101 hedge funds and large institutions have $1.36B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
64
Reduced
9
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$203M
2
CS
2
Credit Suisse
Switzerland
$52.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$16.7M
4
PAS
4
Park Avenue Securities
New York
$13.7M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$21.7M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$642K
4
IA
4
IFP Advisors
Florida
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFSC
51
Keystone Financial Services (Colorado)
Colorado
$494K +$57.4K +1,269 +13%
SB
52
Strategic Blueprint
Georgia
$466K -$1.09K -24 -0.2%
D
53
Dentgroup
Louisiana
$464K +$74.8K +1,654 +19%
SWA
54
Stratos Wealth Advisors
Ohio
$459K +$151K +3,342 +49%
OIA
55
OneDigital Investment Advisors
Kansas
$458K +$458K +10,129 New
AAS
56
Avantax Advisory Services
Texas
$414K +$124K +2,738 +43%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$399K +$107K +2,371 +37%
FHA
58
First Horizon Advisors
Tennessee
$399K +$44.7K +987 +13%
RSWM
59
Robertson Stephens Wealth Management
California
$381K -$27.2K -602 -7%
BRWA
60
B. Riley Wealth Advisors
Florida
$350K +$4.25K +94 +1%
WWG
61
West Wealth Group
California
$335K +$6.56K +145 +2%
ACA
62
Aptus Capital Advisors
Alabama
$321K +$321K +7,102 New
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$320K +$22.3K +493 +7%
VWM
64
Venturi Wealth Management
Texas
$295K +$12.4K +275 +4%
SPAS
65
Spectrum Planning & Advisory Services
California
$291K +$291K +6,431 New
MPW
66
MA Private Wealth
California
$289K +$289K +6,381 New
CS
67
Comerica Securities
Michigan
$281K +$67.6K +1,495 +32%
SW
68
SVB Wealth
Massachusetts
$276K +$276K +6,098 New
JPMPWA
69
J.P. Morgan Private Wealth Advisors
California
$232K +$2.17K +48 +0.9%
BFG
70
Buttonwood Financial Group
Missouri
$230K +$230K +5,094 New
CC
71
Copperleaf Capital
North Carolina
$213K +$213K +4,702 New
WS
72
Wedbush Securities
California
$201K +$201K +4,437 New
FFA
73
Farther Finance Advisors
California
$188K -$196K -4,335 -51%
CFD
74
Creative Financial Designs
Indiana
$175K +$87.4K +1,932 +100%
AF
75
Allworth Financial
California
$162K +$162K +3,575 New
1 2
3
4 5