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iShares U.S. Carbon Transition Readiness Aware Active ETF

186 hedge funds and large institutions have $1.24B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

35% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 62

10% more capital invested

Capital invested by funds: $1.13B → $1.24B (+$115M)

3% more funds holding

Funds holding: 180186 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.66% less ownership

Funds ownership: 97.59%96.93% (-0.66%)

Holders
186
Holders Change
+6
Holders Change %
+3.33%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
84
Reduced
62
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$327M -$289K -4,654 -0.1%
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$324M
UBS AM
3
UBS AM
Illinois
$120M
LPL Financial
4
LPL Financial
California
$74.7M +$9.2M +148,260 +15%
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$68.2M -$6.25M -100,786 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$43.1M -$632K -10,178 -2%
PAS
7
Park Avenue Securities
New York
$30.6M +$563K +9,067 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$20.4M +$912K +14,696 +5%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$20M -$140K -2,263 -0.8%
MML Investors Services
10
MML Investors Services
Massachusetts
$17.5M -$252K -4,056 -2%
OWA
11
One Wealth Advisors
California
$10.1M -$23K -371 -0.2%
AssetMark Inc
12
AssetMark Inc
California
$8.25M +$556K +8,957 +8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$7.53M +$1.48M +23,832 +27%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.88M +$134K +2,153 +3%
ASN
15
Advisory Services Network
Georgia
$5.61M +$42.3K +681 +0.8%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.41M +$2.39M +38,503 +88%
OIA
17
OneDigital Investment Advisors
Kansas
$4.98M -$179K -2,878 -4%
UCFA
18
United Capital Financial Advisors
Texas
$4.84M -$140K -2,264 -3%
HGWM
19
Horst & Graben Wealth Management
Oregon
$4.81M -$238K -3,839 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$4.46M +$319K +5,135 +8%
SHJ
21
Sharkey, Howes & Javer
Colorado
$4.19M +$76.1K +1,227 +2%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.11M +$223K +3,587 +6%
SA
23
Sanctuary Advisors
Indiana
$4.03M -$89.5K -1,443 -2%
EH
24
Equitable Holdings
New York
$4.02M -$23.1K -373 -0.6%
GM
25
GeoWealth Management
Illinois
$4M +$1.41M +22,648 +62%

LCTU Hedge Fund Activity: Q2 2025 in Review

186 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q2 2025, worth a combined $1.24B — up 10% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new LCTU positions and 11 closed out — a net gain of 7 holders — while 84 added to existing stakes and 62 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $6.82M.

  • 186 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q2 2025, up from 180 in Q1 2025.
  • Funds reported $1.24B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q2 2025, up 10% quarter-over-quarter.
  • 18 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q2 2025 was LPL Financial, an estimated $9.2M added.
  • The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $6.82M sold.

Based on aggregated 13F filings for Q2 2025.