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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

165 hedge funds and large institutions have $1.21B invested in BlackRock US Carbon Transition Readiness ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 93 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+11
Holders Change %
+7.14%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
35
Reduced
93
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$7.48M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.12M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$5.82M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.4M
5
RA
5
RFG Advisory
Alabama
$905K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$315M
2
FMI
2
Factory Mutual Insurance
Massachusetts
$40M
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$94.8M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$26M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
126
JFS Wealth Advisors
Pennsylvania
$249K -$39.2K -624 -14%
CAG
127
Csenge Advisory Group
Florida
$247K +$247K +3,890 New
MWM
128
Meridian Wealth Management
Kentucky
$246K -$16.9K -270 -6%
IWM
129
IHT Wealth Management
Illinois
$244K – – –
CFG
130
Citizens Financial Group
Rhode Island
$243K – – –
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$242K +$242K +3,853 New
PWA
132
Physician Wealth Advisors
Utah
$240K +$240K +3,777 New
GA
133
Goldstein Advisors
Wisconsin
$230K +$8.47K +135 +4%
VPP
134
Vertex Planning Partners
Illinois
$228K +$15.9K +254 +8%
WHCI
135
W.H. Cornerstone Investments
Massachusetts
$224K +$224K +3,573 New
HH
136
Hilltop Holdings
Texas
$200K +$200K +3,188 New
CA
137
Continuum Advisory
Idaho
$172K -$47.9K -739 -22%
LFA
138
LGT Financial Advisors
Texas
$137K +$565 +9 +0.4%
AF
139
Advisornet Financial
Minnesota
$135K -$16.4K -261 -11%
BlackRock
140
BlackRock
New York
$132K -$18.3K -292 -12%
OLVIG
141
Oliver Lagore Vanvalin Investment Group
Michigan
$122K -$14.9K -238 -11%
GRP
142
Global Retirement Partners
California
$114K +$60.5K +964 +113%
WP
143
WealthShield Partners
North Carolina
$101K -$12.3K -196 -11%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$87K -$75K -1,195 -46%
Wells Fargo
145
Wells Fargo
California
$86.5K – – –
Morgan Stanley
146
Morgan Stanley
New York
$74.1K +$70.3K +1,120 +1,867%
OP
147
ORG Partners
Indiana
$67.7K -$9.1K -145 -12%
GM
148
GeoWealth Management
Illinois
$66.3K +$66.3K +1,057 New
WOSD
149
WFA of San Diego
California
$47.8K – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$46.4K +$46.4K +739 New
4 5
6
7 8