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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
VHAM
101
Van Hulzen Asset Management
California
$472K
CWS
102
Cypress Wealth Services
California
$465K +$429K +6,911 New
AWM
103
Axxcess Wealth Management
California
$462K +$156K +2,510 +58%
CAAS
104
Capital Asset Advisory Services
Michigan
$462K +$156K +2,510 +58%
TWA
105
Talisman Wealth Advisors
New Jersey
$458K +$6.7K +108 +2%
HI
106
Harbour Investments
Wisconsin
$442K -$6.51K -105 -2%
MLA
107
My Legacy Advisors
Oregon
$439K -$68.3K -1,101 -15%
SAI
108
Savvy Advisors Inc
New York
$415K -$48.8K -787 -11%
BBA
109
Braun-Bostich & Associates
Pennsylvania
$409K +$621 +10 +0.2%
SA
110
Sovran Advisors
California
$409K -$8.81K -142 -2%
GWP
111
Gateway Wealth Partners
Wisconsin
$404K +$4.09K +66 +1%
HH
112
Hilltop Holdings
Texas
$396K +$7.07K +114 +2%
Citadel Advisors
113
Citadel Advisors
Florida
$389K -$990K -15,953 -73%
CWM
114
Centurion Wealth Management
Virginia
$382K +$6.08K +98 +2%
WS
115
Wedbush Securities
California
$368K -$10.5K -170 -3%
WI
116
WrapManager Inc
California
$368K -$135K -2,183 -29%
TWCA
117
Two West Capital Advisors
Kansas
$367K +$328K +5,288 New
IWS
118
Insight Wealth Strategies
California
$353K +$6.83K +110 +2%
VBFP
119
Valtinson Bruner Financial Planning
Minnesota
$351K +$20.9K +337 +7%
MIM
120
Macroview Investment Management
Maryland
$351K +$323K +5,212 New
RFP
121
RCS Financial Planning
Maryland
$342K +$310 +5 +0.1%
FFN
122
Focus Financial Network
Minnesota
$327K +$62 +1 +0%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$327K -$6.82M -109,925 -96%
AWM
124
Apollon Wealth Management
South Carolina
$321K +$17K +274 +6%
Goldman Sachs
125
Goldman Sachs
New York
$319K -$1.38M -22,163 -82%

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.