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iShares U.S. Carbon Transition Readiness Aware Active ETF

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

84% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 19

8% more funds holding

Funds holding: 166180 (+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

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
2.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
58
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$313M -$8.81M -136,783 -3%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$308M
UBS AM
3
UBS AM
Illinois
$114M
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$93M -$3.89M -60,444 -4%
LPL Financial
5
LPL Financial
California
$58.1M +$25.4M +394,792 +77%
JP Morgan Chase
6
JP Morgan Chase
New York
$41.4M +$2.82M +43,768 +7%
FMI
7
Factory Mutual Insurance
Massachusetts
$40.9M
PAS
8
Park Avenue Securities
New York
$28.4M +$323K +5,023 +1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$20.7M -$5.9M -91,579 -22%
MML Investors Services
10
MML Investors Services
Massachusetts
$16.7M -$1.09M -16,951 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$16.4M -$271K -4,202 -2%
FS
12
Financially Speaking
Colorado
$16.2M +$16.3M +252,676 New
OWA
13
One Wealth Advisors
California
$10.3M -$527K -8,176 -5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$7.95M +$163K +2,532 +2%
AWS
15
Atria Wealth Solutions
New York
$7.36M -$1M -15,537 -12%
AssetMark Inc
16
AssetMark Inc
California
$7.24M +$844K +13,104 +13%
ASN
17
Advisory Services Network
Georgia
$6.02M -$203K -3,149 -3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$5.6M +$42.1K +654 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.48M +$125K +1,944 +2%
UCFA
20
United Capital Financial Advisors
Texas
$5.33M -$133K -2,066 -2%
HGWM
21
Horst & Graben Wealth Management
Oregon
$5.17M +$73.6K +1,143 +1%
OIA
22
OneDigital Investment Advisors
Kansas
$5.06M -$425K -6,603 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.38M -$89.7K -1,393 -2%
SHJ
24
Sharkey, Howes & Javer
Colorado
$4.09M -$75.2K -1,167 -2%
SA
25
Sanctuary Advisors
Indiana
$4.01M -$156K -2,417 -4%

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.