iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
204 hedge funds and large institutions have $1.27B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 7 closing their positions.
443% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
17% more funds holding
Funds holding: 174 → 204 (+30)
4% more capital invested
Capital invested by funds: $1.23B → $1.27B (+$45M)
0.67% more ownership
Funds ownership: 88.89% → 89.56% (+0.67%)
17% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.17M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.61M |
| 3 |
SW
SoFi Wealth
San Francisco,
California
|
+$1.39M |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
+$1.19M |
| 5 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.37M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.54M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$2.17M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.04M |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$730K |
LCTU Hedge Fund Activity: Q4 2025 in Review
204 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) for Q4 2025, worth a combined $1.27B — up 3.7% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LCTU positions and 7 closed out — a net gain of 31 holders — while 64 added to existing stakes and 77 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.17M. The largest seller was Envestnet Asset Management, cutting an estimated $6.37M.
- 204 institutional investors held iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) as of Q4 2025, up from 174 in Q3 2025.
- Funds reported $1.27B of iShares U.S. Carbon Transition Readiness Aware Active ETF stock for Q4 2025, up 3.7% quarter-over-quarter.
- 38 funds opened new iShares U.S. Carbon Transition Readiness Aware Active ETF positions in Q4 2025 and 7 closed out, a net change of +31 holders.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF buyer in Q4 2025 was LPL Financial, an estimated $3.17M added.
- The largest iShares U.S. Carbon Transition Readiness Aware Active ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $6.37M sold.
Based on aggregated 13F filings for Q4 2025.