iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
166 hedge funds and large institutions have $1.21B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 94 reducing their positions, and 11 closing their positions.
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
7% more funds holding
Funds holding: 155 → 166 (+11)
0.98% less ownership
Funds ownership: 100.02% → 99.04% (-0.98%)
3% less capital invested
Capital invested by funds: $1.25B → $1.21B (-$37.6M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
63% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 94
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.9M |
| 2 |
Goldman Sachs
New York
|
+$2.32M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.45M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.34M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$871K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$37.5M |
| 2 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$25.1M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$11.4M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$9.32M |
| 5 |
JP Morgan Chase
New York
|
-$5.62M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OW
176
Olistico Wealth
Tulsa,
Oklahoma
| – | -$3.15K | -53 | Closed |
|
177
Fidelity Investments
Boston,
Massachusetts
| – | -$59 | -1 | Closed |
|
LCTU Hedge Fund Activity: Q3 2024 in Review
166 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2024, worth a combined $1.21B — down 3% from $1.25B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LCTU positions and 11 closed out — a net gain of 11 holders — while 35 added to existing stakes and 94 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $2.9M. The largest seller was Envestnet Asset Management, cutting an estimated $37.5M.
- 166 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2024, up from 155 in Q2 2024.
- Funds reported $1.21B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2024, down 3% quarter-over-quarter.
- 22 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2024 and 11 closed out, a net change of +11 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2024 was Thrivent Financial for Lutherans, an estimated $2.9M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $37.5M sold.
Based on aggregated 13F filings for Q3 2024.