iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
138 hedge funds and large institutions have $1.56B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 89 increasing their positions, 14 reducing their positions, and 8 closing their positions.
536% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 14
200% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
11% more funds holding
Funds holding: 124 → 138 (+14)
10% more capital invested
Capital invested by funds: $1.42B → $1.56B (+$141M)
1.54% more ownership
Funds ownership: 101.87% → 103.41% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$53M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$20.5M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$18M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.11M |
| 5 |
JP Morgan Chase
New York
|
+$5.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$171M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.42M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$852K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$826K |
| 5 |
D
Dentgroup
Baton Rouge,
Louisiana
|
-$661K |
LCTU Hedge Fund Activity: Q4 2023 in Review
138 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q4 2023, worth a combined $1.56B — up 10% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LCTU positions and 8 closed out — a net gain of 16 holders — while 89 added to existing stakes and 14 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $53M. The largest seller was California State Teachers Retirement System (CalSTRS), cutting an estimated $171M.
- 138 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q4 2023, up from 124 in Q3 2023.
- Funds reported $1.56B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 24 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2023 and 8 closed out, a net change of +16 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $53M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2023 was California State Teachers Retirement System (CalSTRS), an estimated $171M sold.
Based on aggregated 13F filings for Q4 2023.