iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
107 hedge funds and large institutions have $1.47B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 7 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 20
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
8% more capital invested
Capital invested by funds: $1.36B → $1.47B (+$112M)
6% more funds holding
Funds holding: 101 → 107 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.36% less ownership
Funds ownership: 96.63% → 96.27% (-0.36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$405K |
| 2 |
Bank of New York Mellon
New York
|
+$373K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$367K |
| 4 |
PAS
Park Avenue Securities
New York
|
+$357K |
| 5 |
AG
Ascent Group
Virginia Beach,
Virginia
|
+$333K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$1.38M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.01M |
| 3 |
HPM
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
-$550K |
| 4 |
RSWM
Robertson Stephens Wealth Management
San Francisco,
California
|
-$381K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$298K |
LCTU Hedge Fund Activity: Q2 2023 in Review
107 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2023, worth a combined $1.47B — up 8.2% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new LCTU positions and 7 closed out — a net gain of 6 holders — while 55 added to existing stakes and 20 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $405K. The largest seller was MGO One Seven, exiting entirely with an estimated $1.38M sold.
- 107 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2023, up from 101 in Q1 2023.
- Funds reported $1.47B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2023, up 8.2% quarter-over-quarter.
- 13 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2023 and 7 closed out, a net change of +6 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $405K added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2023 was MGO One Seven, an estimated $1.38M sold.
Based on aggregated 13F filings for Q2 2023.