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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

145 hedge funds and large institutions have $1.44B invested in BlackRock US Carbon Transition Readiness ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+8
Holders Change %
+5.84%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
26
Increased
53
Reduced
56
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$102M
2
LPL Financial
2
LPL Financial
California
$27.5M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$16.4M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.38M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$39.1M

Top Sellers

1
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$222M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$60.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.57M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$102M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$38.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
76
NewEdge Advisors
Louisiana
$572K +$572K +9,957 New
WA
77
WBH Advisory
Maryland
$559K +$31.7K +553 +6%
GWP
78
Gen-Wealth Partners
Michigan
$550K +$550K +9,572 New
AG
79
Ascent Group
Virginia
$535K -$57 -1 -0%
BWS
80
Buck Wealth Strategies
Colorado
$522K +$522K +9,090 New
CA
81
CoreCap Advisors
Michigan
$492K +$44.5K +775 +10%
TCA
82
Transcend Capital Advisors
New Jersey
$469K +$67.6K +1,177 +17%
ZIM
83
Zacks Investment Management
Illinois
$463K +$463K +8,062 New
BFG
84
Beacon Financial Group
Texas
$445K -$29.6K -516 -6%
AWM
85
AE Wealth Management
Kansas
$441K -$909K -15,841 -67%
AWM
86
Apollon Wealth Management
South Carolina
$429K -$40.7K -709 -9%
MLA
87
My Legacy Advisors
Oregon
$425K +$147K +2,557 +53%
HI
88
Harbour Investments
Wisconsin
$423K -$4.19K -73 -1%
WS
89
Wedbush Securities
California
$407K +$73K +1,271 +22%
KPWS
90
Kestra Private Wealth Services
Texas
$395K +$1.21K +21 +0.3%
JC
91
JB Capital
Connecticut
$392K +$34.5K +601 +10%
TF
92
Theory Financial
Colorado
$390K +$390K +6,789 New
CWM
93
Centurion Wealth Management
Virginia
$386K -$57.9K -1,008 -13%
SWM
94
Spire Wealth Management
Virginia
$386K -$43.3K -754 -10%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$381K -$12.6K -219 -3%
HPM
96
Hoxton Planning & Management
West Virginia
$370K -$16.3K -284 -4%
GWP
97
Gateway Wealth Partners
Wisconsin
$370K -$29.6K -516 -7%
CAL
98
Capital Analysts LLC
Pennsylvania
$362K +$69.1K +1,202 +24%
CA
99
Claro Advisors
Massachusetts
$355K +$355K +6,182 New
KAS
100
Kestra Advisory Services
Texas
$353K +$353K +6,143 New
2 3
4
5 6