iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
180 hedge funds and large institutions have $1.13B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 82 reducing their positions, and 12 closing their positions.
33% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 12
0% more funds holding
Funds holding: 180 → 180 (0)
2.03% less ownership
Funds ownership: 99.63% → 97.59% (-2%)
11% less capital invested
Capital invested by funds: $1.26B → $1.13B (-$134M)
23% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 82
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.56M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.24M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.14M |
| 4 |
SW
SoFi Wealth
San Francisco,
California
|
+$1.87M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$40.9M |
| 2 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$21.6M |
| 3 |
FS
Financially Speaking
Greenwood Village,
Colorado
|
-$16.2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.58M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.48M |
LCTU Hedge Fund Activity: Q1 2025 in Review
180 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q1 2025, worth a combined $1.13B — down 11% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new LCTU positions and 12 closed out — a net gain of 4 holders — while 63 added to existing stakes and 82 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.56M. The largest seller was Factory Mutual Insurance, exiting entirely with an estimated $40.9M sold.
- 180 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $1.13B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2025, down 11% quarter-over-quarter.
- 16 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2025 and 12 closed out, a net change of +4 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2025 was LPL Financial, an estimated $3.56M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2025 was Factory Mutual Insurance, an estimated $40.9M sold.
Based on aggregated 13F filings for Q1 2025.