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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
PIA
151
Perennial Investment Advisors
California
$222K +$205K +3,307 New
VPP
152
Vertex Planning Partners
Illinois
$222K +$205K +3,297 New
DW30
153
Drucker Wealth 3.0
New Jersey
$218K +$199K +3,211 New
First Trust Advisors
154
First Trust Advisors
Illinois
$217K +$200K +3,230 New
GRP
155
Global Retirement Partners
California
$216K +$199K +3,204 New
RF
156
Rossby Financial
Florida
$158K -$34.1K -549 -19%
BlackRock
157
BlackRock
New York
$141K +$1.99K +32 +2%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$106K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$100K -$6.89K -111 -7%
OLVIG
160
Oliver Lagore Vanvalin Investment Group
Michigan
$98.8K +$101K +1,630 New
Morgan Stanley
161
Morgan Stanley
New York
$80.8K -$45.7K -736 -38%
GWANC
162
Guardian Wealth Advisors (North Carolina)
North Carolina
$70.2K
EWM
163
Evolution Wealth Management
Florida
$56.1K +$51.8K +834 New
WCM
164
WealthTrak Capital Management
Virginia
$54.9K
WOSD
165
WFA of San Diego
California
$51.3K +$47.3K +762 New
T
166
Transce3nd
Texas
$50.2K +$931 +15 +2%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$49.7K
NB
168
NBT Bank
New York
$49.5K
PS
169
Principal Securities
Iowa
$45.7K
WP
170
WealthShield Partners
North Carolina
$34K +$496 +8 +2%
PWA
171
Physician Wealth Advisors
Utah
$33K +$621 +10 +2%
BC
172
Barrett & Company
Rhode Island
$29.9K
KG
173
Kilter Group
New York
$29K +$26.7K +431 New
AG
174
AmeriFlex Group
Nevada
$25.7K -$9.06K -146 -27%
MIA
175
Milestone Investment Advisors
Wisconsin
$22.4K

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.