iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
146 hedge funds and large institutions have $1.44B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
6% more funds holding
Funds holding: 138 → 146 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 56
2.74% less ownership
Funds ownership: 103.66% → 100.92% (-2.7%)
8% less capital invested
Capital invested by funds: $1.56B → $1.44B (-$123M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.1M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.99M |
| 4 |
Goldman Sachs
New York
|
+$1.81M |
| 5 |
JP Morgan Chase
New York
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$192M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$58.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$24.7M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$5.27M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
151
SVB Wealth
Boston,
Massachusetts
| – | -$266K | -5,091 | Closed |
|
|
AWM
152
Axxcess Wealth Management
Carlsbad,
California
| – | -$201K | -3,842 | Closed |
|
|
CAAS
153
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$201K | -3,842 | Closed |
|
|
OP
154
ORG Partners
Roanoke,
Indiana
| – | -$80.3K | -1,535 | Closed |
|
|
BCM
155
Bourgeon Capital Management
Darien,
Connecticut
| – | -$59.1K | -1,130 | Closed |
|
156
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$47.1K | -897 | Closed |
|
157
Bank of America
Charlotte,
North Carolina
| – | -$7.85K | -150 | Closed |
|
|
DJSG
158
D.J. St. Germain
Springfield,
Massachusetts
| – | -$4.45K | -85 | Closed |
|
|
TSWM
159
Tyler-Stone Wealth Management
Beachwood,
Ohio
| – | -$3.93K | -75 | Closed |
|
|
TRCT
160
Tower Research Capital (TRC)
New York
| – | -$2.35K | -45 | Closed |
|
LCTU Hedge Fund Activity: Q1 2024 in Review
146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q1 2024, worth a combined $1.44B — down 7.9% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LCTU positions and 14 closed out — a net gain of 12 holders — while 54 added to existing stakes and 56 trimmed.
The largest buyer was Credit Suisse, adding an estimated $10.9M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $192M.
- 146 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q1 2024, up from 138 in Q4 2023.
- Funds reported $1.44B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q1 2024, down 7.9% quarter-over-quarter.
- 26 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q1 2024 and 14 closed out, a net change of +12 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q1 2024 was Credit Suisse, an estimated $10.9M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q1 2024 was California State Teachers Retirement System (CalSTRS), an estimated $192M sold.
Based on aggregated 13F filings for Q1 2024.