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iShares U.S. Carbon Transition Readiness Aware Active ETF

71 hedge funds and large institutions have $1.15B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,100% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

25% more funds holding

Funds holding: 5771 (+14)

0.88% more ownership

Funds ownership: 94.75%95.63% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $1.16B → $1.15B (-$4.23M)

Holders
71
Holders Change
+14
Holders Change %
+24.56%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
42
Reduced
1
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
1
California State Teachers Retirement System (CalSTRS)
California
$573M
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$192M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$105M +$48.8M +1,102,674 +71%
RH
4
RenaissanceRe Holdings
Bermuda
$85.1M
FMI
5
Factory Mutual Insurance
Massachusetts
$84.7M
CS
6
Credit Suisse
Switzerland
$39.5M
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$13M +$2.98M +67,484 +26%
Osaic Holdings
8
Osaic Holdings
Arizona
$8.35M +$4.03M +91,065 +77%
5L
9
55I LLC
Massachusetts
$7.95M +$4.16M +94,009 +89%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
10
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.03M +$7.79M +176,200 New
PAS
11
Park Avenue Securities
New York
$6.75M +$3.23M +72,957 +76%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.97M +$2.47M +55,836 +81%
OWA
13
One Wealth Advisors
California
$3.09M +$1.42M +32,098 +71%
Cerity Partners
14
Cerity Partners
New York
$2.62M +$3.19K +72 +0.1%
AWS
15
Atria Wealth Solutions
New York
$1.53M +$701K +15,844 +71%
WP
16
WealthSource Partners
California
$1.11M +$519K +11,740 +73%
Prudential Financial
17
Prudential Financial
New Jersey
$1.06M +$460K +10,400 +66%
SHJ
18
Sharkey, Howes & Javer
Colorado
$1.03M +$655K +14,803 +134%
HGWM
19
Horst & Graben Wealth Management
Oregon
$930K +$414K +9,362 +67%
KAS
20
Kestra Advisory Services
Texas
$755K +$362K +8,192 +76%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$729K +$394K +8,908 +95%
Citadel Advisors
22
Citadel Advisors
Florida
$668K +$214K +4,839 +41%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$656K +$304K +6,879 +74%
LPL Financial
24
LPL Financial
California
$610K +$677K +15,308 New
WA
25
Wealth Alliance
New York
$572K +$249K +5,629 +64%

LCTU Hedge Fund Activity: Q3 2022 in Review

71 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2022, worth a combined $1.15B — down 0.37% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new LCTU positions and 6 closed out — a net gain of 15 holders — while 42 added to existing stakes and 1 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.8M. The largest seller was Temasek Holdings, exiting entirely with an estimated $31.7M sold.

  • 71 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2022, up from 57 in Q2 2022.
  • Funds reported $1.15B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2022, down 0.37% quarter-over-quarter.
  • 21 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2022 and 6 closed out, a net change of +15 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $48.8M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2022 was Temasek Holdings, an estimated $31.7M sold.

Based on aggregated 13F filings for Q3 2022.