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
WWG
76
West Wealth Group
California
$691K +$6.02K +97 +1%
KIM
77
Kestra Investment Management
Texas
$690K +$335K +5,392 +100%
AG
78
Ascent Group
Virginia
$686K -$23.9K -385 -4%
DAS
79
Diversify Advisory Services
Utah
$685K -$483K -7,790 -44%
P
80
&Partners
Tennessee
$647K +$345K +5,556 +141%
TWP
81
Tempus Wealth Planning
California
$636K +$40.2K +648 +7%
KPWS
82
Kestra Private Wealth Services
Texas
$634K +$1.43K +23 +0.2%
UBS Group
83
UBS Group
Switzerland
$634K -$161K -2,599 -22%
WA
84
WBH Advisory
Maryland
$611K +$19K +306 +3%
Raymond James Financial
85
Raymond James Financial
Florida
$608K +$122K +1,972 +28%
SPAS
86
Spectrum Planning & Advisory Services
California
$601K -$33.6K -541 -6%
MWM
87
MBE Wealth Management
Wisconsin
$600K +$1.55K +25 +0.3%
CAL
88
Capital Analysts LLC
Pennsylvania
$571K +$22.6K +364 +4%
HPM
89
Hoxton Planning & Management
West Virginia
$561K -$98K -1,579 -16%
BFG
90
Beacon Financial Group
Texas
$552K -$2.11K -34 -0.4%
SW
91
Simplicity Wealth
New Jersey
$550K +$200K +3,229 +65%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$549K +$5.58K +90 +1%
TC
93
Trilogy Capital
California
$547K +$113K +1,817 +29%
AA
94
Armis Advisers
Georgia
$543K +$12.5K +202 +3%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$542K -$7.94K -128 -2%
FIM
96
Freedom Investment Management
Connecticut
$540K +$5.58K +90 +1%
GWP
97
Gen-Wealth Partners
Michigan
$535K -$13.2K -212 -3%
ZIM
98
Zacks Investment Management
Illinois
$528K
CIAS
99
CFS Investment Advisory Services
New Jersey
$501K +$18.2K +294 +4%
JC
100
JB Capital
Connecticut
$490K +$54.2K +873 +14%

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.