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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

178 hedge funds and large institutions have $1.26B invested in BlackRock US Carbon Transition Readiness ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
58
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.4M
3
NA
3
NewEdge Advisors
Louisiana
$3.39M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$1.33M
5
GM
5
GeoWealth Management
Illinois
$1.13M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$313M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$20.7M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$93M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
51
RFG Advisory
Alabama
$1.46M +$539K +8,408 +58%
AAS
52
Avantax Advisory Services
Texas
$1.34M -$208K -3,250 -13%
SWP
53
Sagespring Wealth Partners
Tennessee
$1.33M +$1.33M +20,804 New
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$1.33M +$1.33M +20,790 New
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$1.22M +$384 +6 +0%
OWCM
56
One Wealth Capital Management
Arizona
$1.19M +$1.19M +18,546 New
MW
57
Maia Wealth
Colorado
$1.17M +$69.9K +1,068 +6%
GM
58
GeoWealth Management
Illinois
$1.13M +$1.06M +16,526 +1,563%
EWA
59
EverSource Wealth Advisors
Alabama
$1.07M -$40.4K -630 -4%
CFGS
60
Concourse Financial Group Securities
Alabama
$1.06M +$57.4K +867 +6%
DL
61
DOHJ LLC
Washington
$1.04M +$20K +312 +2%
CW
62
CreativeOne Wealth
Kansas
$1.04M +$100K +1,561 +11%
SB
63
Strategic Blueprint
Georgia
$904K -$279K -4,350 -24%
TF
64
Theory Financial
Colorado
$871K +$471K +7,346 +118%
LIA
65
LifePlan Investment Advisors
North Carolina
$867K +$214K +3,341 +33%
OPWM
66
Oregon Pacific Wealth Management
Oregon
$864K +$864K +13,482 New
FFA
67
Farther Finance Advisors
California
$859K +$82.6K +1,289 +11%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$840K +$6.85K +107 +0.8%
SWA
69
Stratos Wealth Advisors
Ohio
$834K -$117K -1,820 -12%
WWG
70
West Wealth Group
California
$813K +$72.1K +1,125 +10%
MCC
71
Maiden Cove Capital
Maine
$812K -$127K -1,975 -13%
VWM
72
Venturi Wealth Management
Texas
$777K -$6.98K -109 -0.9%
CC
73
Copperleaf Capital
North Carolina
$774K -$168K -2,623 -18%
BFG
74
Buttonwood Financial Group
Missouri
$738K -$58.9K -887 -7%
AI
75
Atria Investments
North Carolina
$676K -$224K -3,496 -25%
1 2
3
4 5