iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
101 hedge funds and large institutions have $1.36B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 9 reducing their positions, and 10 closing their positions.
611% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 9
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
10% more funds holding
Funds holding: 92 → 101 (+9)
3% more capital invested
Capital invested by funds: $1.32B → $1.36B (+$41.8M)
0.39% less ownership
Funds ownership: 97.02% → 96.63% (-0.39%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$25M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$5.31M |
| 3 |
JP Morgan Chase
New York
|
+$3.08M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$2.23M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RH
RenaissanceRe Holdings
Pembroke,
Bermuda
|
-$90.5M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$531K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$385K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$344K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $90 | -$44 | -1 | -33% |
|
|
RH
102
RenaissanceRe Holdings
Pembroke,
Bermuda
| – | -$90.5M | -2,133,670 | Closed |
|
|
KAS
103
Kestra Advisory Services
Austin,
Texas
| – | -$1.2M | -28,246 | Closed |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| – | -$385K | -8,183 | Closed |
|
|
LFA
105
LGT Financial Advisors
Dallas,
Texas
| – | -$221K | -5,210 | Closed |
|
|
TCA
106
Transcend Capital Advisors
Madison,
New Jersey
| – | -$201K | -4,750 | Closed |
|
|
MCC
107
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$48.8K | -1,150 | Closed |
|
|
BWM
108
Baystate Wealth Management
Boston,
Massachusetts
| – | -$46K | -1,086 | Closed |
|
|
WOSD
109
WFA of San Diego
San Diego,
California
| – | -$32.3K | -762 | Closed |
|
|
PA
110
Parallel Advisors
San Francisco,
California
| – | -$31K | -729 | Closed |
|
|
FMII
111
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| – | -$8.57K | -202 | Closed |
|
LCTU Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q1 2023, worth a combined $1.36B — up 3.2% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LCTU positions and 10 closed out — a net gain of 11 holders — while 64 added to existing stakes and 9 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $25M. The largest seller was RenaissanceRe Holdings, exiting entirely with an estimated $90.5M sold.
- 101 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q1 2023, up from 92 in Q4 2022.
- Funds reported $1.36B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2023, up 3.2% quarter-over-quarter.
- 21 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2023 and 10 closed out, a net change of +11 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $25M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2023 was RenaissanceRe Holdings, an estimated $90.5M sold.
Based on aggregated 13F filings for Q1 2023.