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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

137 hedge funds and large institutions have $1.56B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 91 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
91
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$304M
2
CS
2
Credit Suisse
Switzerland
$83M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$97.7M
4
LPL Financial
4
LPL Financial
California
$20.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$34M

Top Sellers

1
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$385M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$26.9M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.76M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
D
5
Dentgroup
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
51
World Investment Advisors
California
$1.19M +$306K +5,853 +35%
OPS
52
Orion Portfolio Solutions
Nebraska
$1.14M +$261K +4,992 +30%
BCI
53
Brinker Capital Investments
Pennsylvania
$1.14M +$261K +4,992 +30%
SB
54
Strategic Blueprint
Georgia
$1.12M +$259K +4,957 +30%
TC
55
TownSquare Capital
Utah
$1.11M +$178K +3,396 +19%
OWMIAS
56
One Wealth Management Investment & Advisory Services
Florida
$1.11M +$1.11M +21,243 New
KFSC
57
Keystone Financial Services (Colorado)
Colorado
$1.08M +$285K +5,437 +36%
SWA
58
Stratos Wealth Advisors
Ohio
$1.08M +$332K +6,340 +44%
AAS
59
Avantax Advisory Services
Texas
$970K +$167K +3,197 +21%
CIA
60
Concurrent Investment Advisors
Florida
$842K +$842K +16,095 New
PWM
61
Perigon Wealth Management
California
$807K +$441K +8,428 +120%
WWG
62
West Wealth Group
California
$761K +$107K +2,050 +16%
BRWA
63
B. Riley Wealth Advisors
Florida
$759K -$263K -5,021 -26%
CC
64
Copperleaf Capital
North Carolina
$753K +$143K +2,729 +23%
DL
65
DOHJ LLC
Washington
$746K +$746K +14,254 New
FHA
66
First Horizon Advisors
Tennessee
$744K +$88.2K +1,686 +13%
VWM
67
Venturi Wealth Management
Texas
$719K +$199K +3,800 +38%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$699K +$240K +4,584 +52%
MW
69
Maia Wealth
Colorado
$655K +$655K +12,513 New
GIA
70
Goodwin Investment Advisory
Georgia
$638K -$260K -4,959 -29%
CFGS
71
Concourse Financial Group Securities
Alabama
$637K +$502K +9,590 +373%
FFA
72
Farther Finance Advisors
California
$610K +$89.1K +1,702 +17%
LIA
73
LifePlan Investment Advisors
North Carolina
$583K +$164K +3,137 +39%
Ameriprise
74
Ameriprise
Minnesota
$583K +$583K +11,133 New
UBS Group
75
UBS Group
Switzerland
$519K +$223K +4,265 +75%
1 2
3
4 5