iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
71 hedge funds and large institutions have $1.15B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 1 reducing their positions, and 6 closing their positions.
4,100% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 1
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
25% more funds holding
Funds holding: 57 → 71 (+14)
0.88% more ownership
Funds ownership: 94.75% → 95.63% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% less capital invested
Capital invested by funds: $1.16B → $1.15B (-$4.23M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.8M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$7.79M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$4.16M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.03M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
-$31.7M |
| 2 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$252K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$108K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$103K |
| 5 |
Morgan Stanley
New York
|
-$25.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| – | +$44 | +1 | New |
|
LCTU Hedge Fund Activity: Q3 2022 in Review
71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2022, worth a combined $1.15B — down 0.37% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LCTU positions and 6 closed out — a net gain of 15 holders — while 42 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $48.8M. The largest seller was Temasek Holdings, exiting entirely with an estimated $31.7M sold.
- 71 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2022, up from 57 in Q2 2022.
- Funds reported $1.15B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2022, down 0.37% quarter-over-quarter.
- 21 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2022 and 6 closed out, a net change of +15 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.8M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2022 was Temasek Holdings, an estimated $31.7M sold.
Based on aggregated 13F filings for Q3 2022.