We are live on ! Find out more
LCTU icon

iShares U.S. Carbon Transition Readiness Aware Active ETF

186 hedge funds and large institutions have $1.24B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 62

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$115M)

3% more funds holding

Funds holding: 180186 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 97.59%96.93% (-0.66%)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
84
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
51
Farther Finance Advisors
California
$1.46M +$2.42K +39 +0.2%
OWCM
52
One Wealth Capital Management
Arizona
$1.33M +$46.5K +749 +4%
CW
53
CreativeOne Wealth
Kansas
$1.24M +$20.5K +330 +2%
MMA
54
Miracle Mile Advisors
California
$1.22M +$1.12M +18,112 New
KFSC
55
Keystone Financial Services (Colorado)
Colorado
$1.19M -$73.7K -1,187 -6%
MW
56
Maia Wealth
Colorado
$1.16M +$27.1K +437 +3%
AWS
57
Atria Wealth Solutions
New York
$1.1M -$5.74M -92,544 -85%
GS
58
GTS Securities
New York
$1.07M -$312K -5,033 -24%
LIA
59
LifePlan Investment Advisors
North Carolina
$1.06M +$9.31K +150 +1%
DL
60
DOHJ LLC
Washington
$997K +$36.1K +581 +4%
EWA
61
EverSource Wealth Advisors
Alabama
$997K +$18.6K +299 +2%
TF
62
Theory Financial
Colorado
$978K +$55.8K +899 +7%
OPWM
63
Oregon Pacific Wealth Management
Oregon
$908K -$2.98K -48 -0.4%
FHA
64
First Horizon Advisors
Tennessee
$869K +$272K +4,386 +51%
EL
65
EQ LLC
Washington
$847K +$97.7K +1,574 +14%
CC
66
Copperleaf Capital
North Carolina
$840K +$3.79K +61 +0.5%
AI
67
Atria Investments
North Carolina
$839K +$123K +1,978 +19%
Mariner
68
Mariner
Kansas
$792K +$117K +1,892 +19%
LWA
69
Lifelong Wealth Advisors
Minnesota
$779K +$4.47K +72 +0.6%
CA
70
CoreCap Advisors
Michigan
$757K +$12.2K +197 +2%
SB
71
Strategic Blueprint
Georgia
$755K -$166K -2,683 -19%
BFG
72
Buttonwood Financial Group
Missouri
$753K -$621 -10 -0.1%
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$725K
VWM
74
Venturi Wealth Management
Texas
$724K -$13.2K -213 -2%
WFS
75
WealthGarden F.S.
California
$721K -$22.1K -356 -3%

LCTU Hedge Fund Activity: Q2 2025 in Review

186 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2025, worth a combined $1.24B — up 10% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LCTU positions and 11 closed out — a net gain of 7 holders — while 84 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.82M.

  • 186 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $1.24B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 18 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $9.2M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $6.82M sold.

Based on aggregated 13F filings for Q2 2025.