iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
180 hedge funds and large institutions have $1.26B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 75 reducing their positions, and 19 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
84% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 19
8% more funds holding
Funds holding: 166 → 180 (+14)
4% more capital invested
Capital invested by funds: $1.21B → $1.26B (+$48M)
0.58% more ownership
Funds ownership: 99.04% → 99.63% (+0.58%)
23% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$25.4M |
| 2 |
JP Morgan Chase
New York
|
+$2.82M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.34M |
| 4 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$1.34M |
| 5 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$8.81M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$5.9M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$4.96M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$3.89M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$3.23M |
LCTU Hedge Fund Activity: Q4 2024 in Review
180 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q4 2024, worth a combined $1.26B — up 4% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new LCTU positions and 19 closed out — a net gain of 16 holders — while 58 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $25.4M. The largest seller was Envestnet Asset Management, cutting an estimated $8.81M.
- 180 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q4 2024, up from 166 in Q3 2024.
- Funds reported $1.26B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2024, up 4% quarter-over-quarter.
- 35 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2024 and 19 closed out, a net change of +16 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2024 was LPL Financial, an estimated $25.4M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $8.81M sold.
Based on aggregated 13F filings for Q4 2024.