iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
155 hedge funds and large institutions have $1.25B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 59 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
6% more funds holding
Funds holding: 146 → 155 (+9)
2% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 59
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.9% less ownership
Funds ownership: 100.92% → 100.02% (-0.9%)
13% less capital invested
Capital invested by funds: $1.44B → $1.25B (-$185M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$102M |
| 2 |
LPL Financial
San Diego,
California
|
+$5.76M |
| 3 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.71M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California State Teachers Retirement System (CalSTRS)
West Sacramento,
California
|
-$222M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.64M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$3.97M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.13M |
LCTU Hedge Fund Activity: Q2 2024 in Review
155 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2024, worth a combined $1.25B — down 13% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new LCTU positions and 9 closed out — a net gain of 13 holders — while 60 added to existing stakes and 59 trimmed.
The largest buyer was UBS AM, opening a new position worth an estimated $102M. The largest seller was California State Teachers Retirement System (CalSTRS), exiting entirely with an estimated $222M sold.
- 155 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2024, up from 146 in Q1 2024.
- Funds reported $1.25B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2024, down 13% quarter-over-quarter.
- 22 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2024 and 9 closed out, a net change of +13 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2024 was UBS AM, an estimated $102M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2024 was California State Teachers Retirement System (CalSTRS), an estimated $222M sold.
Based on aggregated 13F filings for Q2 2024.