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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

107 hedge funds and large institutions have $1.47B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
55
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$18.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$1.33M
3
MML Investors Services
MML Investors Services
Massachusetts
$10.3M
4
PAS
Park Avenue Securities
New York
$15.1M
5
AG
Ascent Group
Virginia
$358K

Top Sellers

1
MOS
MGO One Seven
Ohio
$0
2
BPA
Beacon Pointe Advisors
California
$0
3
HPM
Hoxton Planning & Management
West Virginia
$0
4
RSWM
Robertson Stephens Wealth Management
California
$0
5
ASN
Advisory Services Network
Georgia
$3.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
76
Wedbush Securities
California
$217K – – –
TCA
77
Transcend Capital Advisors
New Jersey
$213K +$213K +4,362 New
HI
78
Harbour Investments
Wisconsin
$188K +$173K +3,543 +1,185%
CFD
79
Creative Financial Designs
Indiana
$165K -$23.7K -486 -13%
SWM
80
Sugarloaf Wealth Management
Georgia
$143K – – –
CAL
81
Capital Analysts LLC
Pennsylvania
$143K -$1.02K -21 -0.7%
UBS Group
82
UBS Group
Switzerland
$101K +$9.92K +203 +11%
SWM
83
Spire Wealth Management
Virginia
$99.3K +$98.2K +2,010 +8,375%
EWA
84
EverSource Wealth Advisors
Alabama
$86.7K – – –
AF
85
Advisornet Financial
Minnesota
$76.7K +$2.88K +59 +4%
BlackRock
86
BlackRock
New York
$71K – – –
AF
87
Allworth Financial
California
$69.4K -$105K -2,155 -60%
OLVIG
88
Oliver Lagore Vanvalin Investment Group
Michigan
$61.8K -$1.32K -27 -2%
CFGS
89
Concourse Financial Group Securities
Alabama
$59.4K +$26.8K +548 +82%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$49.9K -$5.28K -108 -10%
BCM
91
Bourgeon Capital Management
Connecticut
$41.5K +$41.5K +850 New
OP
92
ORG Partners
Indiana
$40.1K +$40.1K +819 New
WOSD
93
WFA of San Diego
California
$37.2K +$37.2K +762 New
HCM
94
Hollencrest Capital Management
California
$24.4K – – –
BC
95
Barrett & Company
Rhode Island
$21.7K – – –
MIA
96
Milestone Investment Advisors
Wisconsin
$16.3K – – –
KFS
97
Kelly Financial Services
Massachusetts
$15.3K +$49 +1 +0.3%
GFPC
98
Global Financial Private Client
Florida
$14.3K +$6.6K +135 +85%
APC
99
Aspire Private Capital
North Carolina
$14.2K – – –
CWA
100
Clearview Wealth Advisors
Oregon
$12.8K +$488 +10 +4%
1 2 3
4
5