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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
EPW
126
Endeavor Private Wealth
Kansas
$317K +$11.4K +183 +4%
JSW
127
Journey Strategic Wealth
New Jersey
$315K -$1.68K -27 -0.6%
AIA
128
Ally Invest Advisors
North Carolina
$311K -$18.8K -303 -6%
SMF
129
Sterling Manor Financial
New York
$307K +$22.4K +361 +9%
TPWA
130
Twin Peaks Wealth Advisors
California
$295K +$261K +4,214 New
SFG
131
Sovereign Financial Group
Connecticut
$294K -$120K -1,928 -31%
CIA
132
Concurrent Investment Advisors
Florida
$290K +$60.7K +978 +29%
JWA
133
JFS Wealth Advisors
Pennsylvania
$288K -$5.4K -87 -2%
AWM
134
AE Wealth Management
Kansas
$286K +$14.2K +229 +6%
HFA
135
High Falls Advisors
New York
$283K +$4.78K +77 +2%
ATPW
136
Ashton Thomas Private Wealth
Arizona
$279K +$310 +5 +0.1%
BDF
137
Black Diamond Financial
Maryland
$270K +$249K +4,019 New
Comerica Bank
138
Comerica Bank
Texas
$270K
TCA
139
Transcend Capital Advisors
New Jersey
$265K +$3.85K +62 +2%
CFD
140
Creative Financial Designs
Indiana
$259K -$36.1K -581 -13%
WHCI
141
W.H. Cornerstone Investments
Massachusetts
$257K +$19.4K +313 +9%
CAG
142
Csenge Advisory Group
Florida
$255K +$3.97K +64 +2%
IWM
143
IHT Wealth Management
Illinois
$253K -$2.61K -42 -1%
MWM
144
Meridian Wealth Management
Kentucky
$247K +$1.3K +21 +0.6%
EWA
145
Emergent Wealth Advisors
New York
$246K +$745 +12 +0.3%
GSWM
146
Golden State Wealth Management
California
$241K +$193K +3,113 +654%
GA
147
Goldstein Advisors
Wisconsin
$240K +$310 +5 +0.1%
MYIA
148
Mount Yale Investment Advisors
Colorado
$229K -$25.1K -405 -11%
BFS
149
BridgePort Financial Solutions
Iowa
$228K +$3.04K +49 +1%
MA
150
MKT Advisors
California
$228K +$210K +3,390 New

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.