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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

125 hedge funds and large institutions have $1.42B invested in BlackRock US Carbon Transition Readiness ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+18
Holders Change %
+16.82%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
83
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$26.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$223M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$33.3M
4
LPL Financial
LPL Financial
California
$11.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.8M

Top Sellers

1
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$511M
2
Cerity Partners
Cerity Partners
New York
$568K
3
NAM
NorthCrest Asset Manangement
Minnesota
$0
4
CW
CreativeOne Wealth
Kansas
$216K
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPW
76
MA Private Wealth
California
$301K – – –
TCA
77
Transcend Capital Advisors
New Jersey
$293K +$87.5K +1,859 +43%
WS
78
Wedbush Securities
California
$288K +$78.9K +1,674 +38%
SW
79
SVB Wealth
Massachusetts
$284K -$895 -19 -0.3%
LNC
80
Lincoln National Corp
Pennsylvania
$274K +$58.9K +1,250 +27%
UBS Group
81
UBS Group
Switzerland
$266K +$169K +3,581 +173%
BPA
82
Beacon Pointe Advisors
California
$262K +$262K +5,559 New
KPWS
83
Kestra Private Wealth Services
Texas
$261K +$261K +5,536 New
GWP
84
Gateway Wealth Partners
Wisconsin
$255K +$255K +5,413 New
HPM
85
Hoxton Planning & Management
West Virginia
$252K +$252K +5,351 New
USCWA
86
U.S. Capital Wealth Advisors
Texas
$247K +$247K +5,246 New
SPAS
87
Spectrum Planning & Advisory Services
California
$231K -$71.4K -1,516 -24%
JC
88
JB Capital
Connecticut
$231K +$231K +4,909 New
SWM
89
Sugarloaf Wealth Management
Georgia
$222K +$83.6K +1,776 +61%
CW
90
CreativeOne Wealth
Kansas
$216K -$286K -6,083 -57%
RFP
91
RCS Financial Planning
Maryland
$212K +$212K +4,488 New
IWS
92
Insight Wealth Strategies
California
$202K +$202K +4,282 New
CAL
93
Capital Analysts LLC
Pennsylvania
$195K +$57.2K +1,217 +41%
SWM
94
Spire Wealth Management
Virginia
$189K +$92.9K +1,973 +97%
HI
95
Harbour Investments
Wisconsin
$185K +$4.61K +98 +3%
Comerica Bank
96
Comerica Bank
Texas
$176K +$176K +3,748 New
CFD
97
Creative Financial Designs
Indiana
$142K -$17.6K -373 -11%
CFGS
98
Concourse Financial Group Securities
Alabama
$122K +$64.1K +1,355 +111%
EWA
99
EverSource Wealth Advisors
Alabama
$115K +$31.4K +666 +38%
LFA
100
LGT Financial Advisors
Texas
$101K +$101K +2,140 New
2 3
4
5 6