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BlackRock US Carbon Transition Readiness ETF
LCTU

Overview Fund Activity

178 hedge funds and large institutions have $1.26B invested in BlackRock US Carbon Transition Readiness ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
+13
Holders Change %
+7.88%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
58
Reduced
73
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$58.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$41.4M
3
NA
3
NewEdge Advisors
Louisiana
$3.39M
4
OSAM
4
O'Shaughnessy Asset Management
Connecticut
$1.33M
5
GM
5
GeoWealth Management
Illinois
$1.13M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$313M
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$20.7M
3
MIS
3
Morningstar Investment Services
Illinois
$0
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$93M
5
Prudential Financial
5
Prudential Financial
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Axxcess Wealth Management
California
$285K +$24.9K +389 +10%
SW
127
SoFi Wealth
California
$284K +$284K +4,439 New
KIM
128
Kestra Investment Management
Texas
$275K +$705 +11 +0.3%
JWA
129
JFS Wealth Advisors
Pennsylvania
$274K +$18.9K +295 +7%
ATPW
130
Ashton Thomas Private Wealth
Arizona
$270K +$270K +4,212 New
IWM
131
IHT Wealth Management
Illinois
$269K +$19K +297 +8%
HFA
132
High Falls Advisors
New York
$264K -$7.69K -120 -3%
MFG
133
Merit Financial Group
Georgia
$262K +$262K +4,095 New
SMF
134
Sterling Manor Financial
New York
$257K – – –
SA
135
Sovran Advisors
California
$254K +$254K +3,999 New
MWM
136
Meridian Wealth Management
Kentucky
$251K – – –
Comerica Bank
137
Comerica Bank
Texas
$251K -$24.3K -380 -9%
TCA
138
Transcend Capital Advisors
New Jersey
$250K -$163K -2,551 -40%
CAG
139
Csenge Advisory Group
Florida
$248K -$1.47K -23 -0.6%
MYIA
140
Mount Yale Investment Advisors
Colorado
$247K -$589K -9,199 -71%
VPP
141
Vertex Planning Partners
Illinois
$233K +$256 +4 +0.1%
WHCI
142
W.H. Cornerstone Investments
Massachusetts
$231K +$2.24K +35 +1%
GA
143
Goldstein Advisors
Wisconsin
$228K -$7.11K -111 -3%
BFS
144
BridgePort Financial Solutions
Iowa
$213K +$213K +3,339 New
PIA
145
Perennial Investment Advisors
California
$209K +$209K +3,258 New
DW30
146
Drucker Wealth 3.0
New Jersey
$200K +$200K +3,126 New
CA
147
Continuum Advisory
Idaho
$154K -$15.2K -237 -9%
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$149K +$149K +2,330 New
BlackRock
149
BlackRock
New York
$132K -$3.14K -49 -2%
GRP
150
Global Retirement Partners
California
$114K -$2.31K -36 -2%
4 5
6
7 8