iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
125 hedge funds and large institutions have $1.42B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 9 reducing their positions, and 3 closing their positions.
822% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 9
600% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 3
17% more funds holding
Funds holding: 107 → 125 (+18)
5.84% more ownership
Funds ownership: 96.27% → 102.12% (+5.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $1.47B → $1.42B (-$55.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.5M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$10.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$9.98M |
| 5 |
JP Morgan Chase
New York
|
+$7.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$172M |
| 2 |
Cerity Partners
New York
|
-$1.92M |
| 3 |
NAM
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
-$303K |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$299K |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$251K |
LCTU Hedge Fund Activity: Q3 2023 in Review
125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q3 2023, worth a combined $1.42B — down 3.8% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new LCTU positions and 3 closed out — a net gain of 18 holders — while 83 added to existing stakes and 9 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12.2M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $172M.
- 125 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q3 2023, up from 107 in Q2 2023.
- Funds reported $1.42B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 21 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q3 2023 and 3 closed out, a net change of +18 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q3 2023 was Osaic Holdings, an estimated $12.2M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q3 2023 was California State Teachers Retirement System (CalSTRS), an estimated $172M sold.
Based on aggregated 13F filings for Q3 2023.