LCTU icon

BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

125 hedge funds and large institutions have $1.42B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
83
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$223M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.3M
4
LPL Financial
LPL Financial
California
$11.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.8M

Top Sellers

1
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$511M
2
Cerity Partners
Cerity Partners
New York
$568K
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
CW
CreativeOne Wealth
Kansas
$216K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$792K +$91.5K +1,944 +13%
OPS
52
Orion Portfolio Solutions
Nebraska
$792K +$91.5K +1,944 +13%
SB
53
Strategic Blueprint
Georgia
$776K +$285K +6,050 +58%
AAS
54
Avantax Advisory Services
Texas
$722K +$201K +4,275 +39%
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$717K +$202K +4,293 +39%
SWA
56
Stratos Wealth Advisors
Ohio
$673K +$193K +4,105 +40%
D
57
Dentgroup
Louisiana
$661K +$179K +3,794 +37%
FHA
58
First Horizon Advisors
Tennessee
$590K +$167K +3,545 +39%
WWG
59
West Wealth Group
California
$588K +$236K +5,008 +67%
Cerity Partners
60
Cerity Partners
New York
$568K -$1.84M -39,041 -76%
CC
61
Copperleaf Capital
North Carolina
$549K +$139K +2,959 +34%
SFS
62
Sowell Financial Services
Arkansas
$542K +$542K +11,469 New
ACA
63
Aptus Capital Advisors
Alabama
$531K +$123K +2,618 +30%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$508K +$131K +2,776 +35%
FFA
65
Farther Finance Advisors
California
$469K +$202K +4,292 +76%
VWM
66
Venturi Wealth Management
Texas
$468K +$162K +3,435 +53%
AG
67
Ascent Group
Virginia
$442K +$100K +2,115 +29%
CS
68
Comerica Securities
Michigan
$427K +$128K +2,705 +43%
BFG
69
Buttonwood Financial Group
Missouri
$415K +$85.3K +1,865 +26%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$413K +$78.8K +1,673 +24%
Goldman Sachs
71
Goldman Sachs
New York
$395K -$76K -1,614 -16%
CA
72
CoreCap Advisors
Michigan
$384K +$27.5K +584 +8%
LIA
73
LifePlan Investment Advisors
North Carolina
$376K +$84.2K +1,788 +29%
PWM
74
Perigon Wealth Management
California
$329K +$117K +2,484 +55%
BFG
75
Beacon Financial Group
Texas
$318K +$318K +6,408 New
1 2
3
4 5