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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

107 hedge funds and large institutions have $1.47B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
55
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.33M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.3M
4
PAS
Park Avenue Securities
New York
$15.1M
5
AG
Ascent Group
Virginia
$358K

Top Sellers

1
MOS
MGO One Seven
Ohio
$0
2
BPA
Beacon Pointe Advisors
California
$0
3
HPM
Hoxton Planning & Management
West Virginia
$0
4
RSWM
Robertson Stephens Wealth Management
California
$0
5
ASN
Advisory Services Network
Georgia
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$510K +$6.74K +138 +1%
D
52
Dentgroup
Louisiana
$501K – – –
SWA
53
Stratos Wealth Advisors
Ohio
$498K +$2.2K +45 +0.4%
Goldman Sachs
54
Goldman Sachs
New York
$489K -$250K -5,113 -34%
FHA
55
First Horizon Advisors
Tennessee
$438K +$8.21K +168 +2%
CC
56
Copperleaf Capital
North Carolina
$424K +$195K +3,989 +85%
ACA
57
Aptus Capital Advisors
Alabama
$423K +$75.9K +1,554 +22%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$391K -$39.7K -812 -9%
BRWA
59
B. Riley Wealth Advisors
Florida
$375K -$3.52K -72 -0.9%
CA
60
CoreCap Advisors
Michigan
$370K +$370K +7,577 New
WWG
61
West Wealth Group
California
$365K +$3.86K +79 +1%
BFG
62
Buttonwood Financial Group
Missouri
$362K +$107K +2,126 +42%
AG
63
Ascent Group
Virginia
$358K +$358K +7,216 New
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$347K +$879 +18 +0.3%
VWM
65
Venturi Wealth Management
Texas
$318K – – –
SPAS
66
Spectrum Planning & Advisory Services
California
$314K – – –
MPW
67
MA Private Wealth
California
$312K +$391 +8 +0.1%
CS
68
Comerica Securities
Michigan
$308K +$5.03K +103 +2%
LIA
69
LifePlan Investment Advisors
North Carolina
$303K +$303K +6,209 New
NAM
70
NorthCrest Asset Manangement
Minnesota
$303K +$303K +6,198 New
SW
71
SVB Wealth
Massachusetts
$295K -$2.59K -53 -0.9%
FFA
72
Farther Finance Advisors
California
$277K +$74.2K +1,519 +37%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$251K – – –
LNC
74
Lincoln National Corp
Pennsylvania
$223K +$223K +4,563 New
PWM
75
Perigon Wealth Management
California
$220K +$220K +4,512 New
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3
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