iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
92 hedge funds and large institutions have $1.32B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 50 increasing their positions, 5 reducing their positions, and 4 closing their positions.
900% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 5
600% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 4
31% more funds holding
Funds holding: 70 → 92 (+22)
15% more capital invested
Capital invested by funds: $1.15B → $1.32B (+$168M)
1.61% more ownership
Funds ownership: 95.42% → 97.02% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$54.9M |
| 2 |
JP Morgan Chase
New York
|
+$12.8M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$5.15M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.17M |
| 5 |
PAS
Park Avenue Securities
New York
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$7.03M |
| 2 |
Cerity Partners
New York
|
-$1.02M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$668K |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$89.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$63K |
LCTU Hedge Fund Activity: Q4 2022 in Review
92 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q4 2022, worth a combined $1.32B — up 15% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LCTU positions and 4 closed out — a net gain of 24 holders — while 50 added to existing stakes and 5 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $54.9M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $7.03M sold.
- 92 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q4 2022, up from 70 in Q3 2022.
- Funds reported $1.32B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 28 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2022 and 4 closed out, a net change of +24 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $54.9M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $7.03M sold.
Based on aggregated 13F filings for Q4 2022.