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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 %
BlackRock
101
BlackRock
New York
$100K +$32K +679 +47%
AF
102
Advisornet Financial
Minnesota
$93K +$19.1K +406 +26%
OLVIG
103
Oliver Lagore Vanvalin Investment Group
Michigan
$84.2K +$24.6K +523 +41%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$69.5K +$21.4K +454 +44%
BCM
105
Bourgeon Capital Management
Connecticut
$47.8K +$7.77K +165 +19%
OP
106
ORG Partners
Indiana
$47.2K +$8.66K +184 +22%
WOSD
107
WFA of San Diego
California
$35.9K – – –
HCM
108
Hollencrest Capital Management
California
$23.5K – – –
BC
109
Barrett & Company
Rhode Island
$21K – – –
APC
110
Aspire Private Capital
North Carolina
$19.5K +$5.79K +123 +42%
KFS
111
Kelly Financial Services
Massachusetts
$18.2K +$3.49K +74 +24%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$16.1K +$16.1K +325 New
MIA
113
Milestone Investment Advisors
Wisconsin
$15.7K – – –
AF
114
Allworth Financial
California
$15.3K -$51.5K -1,095 -77%
GFPC
115
Global Financial Private Client
Florida
$13.8K – – –
AIC
116
Archer Investment Corporation
Indiana
$10.7K – – –
GWSG
117
GPS Wealth Strategies Group
Colorado
$6.4K – – –
Morgan Stanley
118
Morgan Stanley
New York
$5.01K +$2.17K +46 +77%
PA
119
PSI Advisors
Florida
$4.71K +$4.71K +100 New
DJSG
120
D.J. St. Germain
Massachusetts
$4K +$4K +85 New
TSWM
121
Tyler-Stone Wealth Management
Ohio
$4K – – –
BWS
122
Buck Wealth Strategies
Colorado
$3.72K +$1.13K +24 +44%
CPG
123
Cornerstone Planning Group
New Jersey
$2.07K -$2.12K -45 -51%
TRCT
124
Tower Research Capital (TRC)
New York
$1.27K +$1.27K +27 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$47 +$47 +1 New
2 3 4
5
6