Who Owns LCTU?
iShares U.S. Carbon Transition Readiness Aware Active ETF — Institutional Ownership & 13F Holdings
$76.43
+0.41 (+0.54%)
Market Cap
$1.5B
Shares Outstanding
17,433,900
Institutional Holders
178
Total Inst. Value
$364.6M
% of Float Held
—
QoQ Holder Change
+78
Institutional data as of Q1 2025
New Positions
42
Closed Positions
9
Increased
43
Decreased
76
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $108.2M | 1,785,000 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.8M | 739 |
| 3 | JPMORGAN CHASE & CO | $39.4M | 650,889 |
| 4 | Cetera Investment Advisers | $17.5M | 289,001 |
| 5 | MML INVESTORS SERVICES, LLC | $16.0M | 263,716 |
| 6 | One Wealth Advisors, LLC | $9.1M | 150,957 |
| 7 | Janney Montgomery Scott LLCNew | $5.3M | 88,073 |
| 8 | ROYAL BANK OF CANADA | $5.2M | 85,272 |
| 9 | Advisory Services Network, LLC | $4.9M | 80,808 |
| 10 | Horst & Graben Wealth Management LLC | $4.6M | 75,307 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| JPMORGAN CHASE & CO | +4K | $39.4M |
| Cetera Investment Advisers | +33K | $17.5M |
| MML INVESTORS SERVICES, LLC | +3K | $16.0M |
| Janney Montgomery Scott LLCNew | +88K | $5.3M |
| Integrated Wealth Concepts LLC | +190 | $3.5M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | -337K | $68K |
| Financially Speaking Inc | -252K | $41K |
| OSAIC HOLDINGS, INC. | -25K | $2.7M |
| CWM, LLC | -23K | $18K |
| ENVESTNET ASSET MANAGEMENT INC | -23K | $295K |
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Frequently Asked Questions
How many institutional investors hold LCTU?
As of Q1 2025, 178 institutional investors report holding LCTU (iShares U.S. Carbon Transition Readiness Aware Active ETF) in their 13F filings.
Which hedge fund owns the most LCTU?
The largest institutional holder of LCTU is UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC with $108.2M in shares.
Are institutions buying or selling LCTU?
This quarter, 42 institutions opened new positions in LCTU and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.