BlackRock World ex U.S. Carbon Transition Readiness

LCTD • ARCA

BlackRock World ex U.S. Carbon Transition Readiness is an exchange-traded fund on ARCA. As of Q3 2025, 94 institutional investors hold shares in this ETF, with total holdings valued at $157.2M. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $63.9M.

Overview

Overview of institutional ownership in LCTD as of Q3 2025

All Institutions

Institutions: 94
Value Held: $157.2M
Shares Held: 3.0M
Avg Position: $1.7M
Median Position: $319.8K

Hedge Funds

Hedge Funds: 1
Value Held: $1.3M
Shares Held: 25.1K
Avg Position: $1.3M
Median Position: $1.3M

Biggest Investors

Institutions with the largest positions in LCTD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$63.9M 0.02% of portfolio	1.2M shares	Q3 2023 Held for 2y 2m	$341.99B
L LPL Financial LLC Institution	-	$16.2M 0.00% of portfolio	304.4K shares	Q2 2023 Held for 2y 5m	$340.07B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$12.9M 0.05% of portfolio	242.3K shares	Q3 2023 Held for 2y 2m	$26.8B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$8.7M 0.00% of portfolio	163.0K shares	Q3 2023 Held for 2y 2m	$1.56T
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	$5.9M 0.05% of portfolio	111.2K shares	Q3 2023 Held for 2y 2m	$11.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$4.4M 0.01% of portfolio	83.3K shares	Q3 2023 Held for 2y 2m	$85.4B
F FLOW TRADERS U.S. LLC Institution	-	$4.3M 0.21% of portfolio	81.4K shares	Q1 2025 Held for 8 months	$2.1B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$3.0M 0.01% of portfolio	55.7K shares	Q3 2023 Held for 2y 2m	$36.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$2.2M 0.00% of portfolio	42.0K shares	Q3 2022 Held for 3y 2m	$67.9B
Janney Montgomery Scott LLC RIA/Wealth	Anthony Matthew Miller CEO	$1.9M 0.00% of portfolio	35.7K shares	Q3 2023 Held for 2y 2m	$40.0B

Net Capital Flow

Institutional buying and selling activity for LCTD in Q3 2025

Traded: −$72.6M
Buyers: 44
Sellers: 43
Total Bought: +$10.0M
Total Sold: −$82.6M
Avg Position: $1.5M

Biggest Buyers

Institution	Net Bought	Current Position
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$1.6M +30.3K shares	$1.6M 30.3K shares
JPMORGAN CHASE & CO Institution	+$1.6M +29.8K shares	$8.7M 163.0K shares
GOLDMAN SACHS GROUP INC Institution	+$1.4M +25.4K shares	$1.4M 25.4K shares
J JANE STREET GROUP, LLC Institution	+$482.6K +9.1K shares	$482.6K 9.1K shares
Janney Montgomery Scott LLC RIA/Wealth	+$461.0K +8.7K shares	$1.9M 35.7K shares
L LPL Financial LLC Institution	+$410.2K +7.7K shares	$16.2M 304.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$364.7K +6.8K shares	$444.8K 8.3K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$357.9K +6.7K shares	$1.3M 25.1K shares
R ROYAL BANK OF CANADA Institution	+$320.4K +6.0K shares	$1.4M 26.7K shares
SOFI WEALTH, LLC RIA/Wealth	+$275.2K +5.2K shares	$975.8K 18.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$75.3M −1.5M shares	Sold Off 0 shares
CWM, LLC RIA/Wealth	−$2.7M −50.0K shares	$1.0M 19.1K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.3M −25.1K shares	$63.9M 1.2M shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$919.0K −17.2K shares	$12.9M 242.3K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$760.5K −14.3K shares	$2.2M 42.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$441.8K −8.3K shares	$3.0M 55.7K shares
THEORY FINANCIAL LLC RIA/Wealth	−$202.2K −4.1K shares	Sold Off 0 shares
HighTower Advisors, LLC RIA/Wealth	−$143.1K −2.7K shares	$344.9K 6.5K shares
UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth	−$133.8K −2.5K shares	$915.7K 17.2K shares
W Wealth Alliance Institution	−$103.1K −1.9K shares	$262.1K 4.9K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LCTD in Q3 2025

New Positions: 8
New Value: $1.1M
Exited Positions: 8
Exited Value: $75.6M

New Positions

Institution	Position Value
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	$234.4K 4.4K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	$219.3K 4.1K shares
Oregon Pacific Wealth Management, LLC RIA/Wealth	$204.0K 3.8K shares
Keystone Financial Services RIA/Wealth	$201.7K 3.8K shares
A ATRIA INVESTMENTS LLC Institution	$201.6K 3.8K shares
Rockefeller Capital Management L.P. Long Only Manager	$36.4K 682.0 shares
Transamerica Financial Advisors, Inc. Institution	$14.1K 264.0 shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$799.0 15.0 shares

Exited Positions

Institution	Previous Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$75.3M 1.5M shares
THEORY FINANCIAL LLC RIA/Wealth	$202.2K 4.1K shares
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	$75.3K 1.5K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$40.5K 797.0 shares
GUARDIAN WEALTH ADVISORS, LLC / NC RIA/Wealth	$14.7K 289.0 shares
Transce3nd, LLC RIA/Wealth	$11.2K 221.0 shares
W WealthTrak Capital Management LLC RIA/Wealth	$10.9K 214.0 shares
A AMERIFLEX GROUP, INC. Institution	$5.5K 110.0 shares

Options Activity

Institutions with the largest Call and Put options positions in LCTD as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LCTD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
F FLOW TRADERS U.S. LLC Institution	-	0.21% $4.3M	81.4K shares	Q1 2025 Held for 8 months	$2.1B
Oregon Pacific Wealth Management, LLC RIA/Wealth	Justin Chandler Kuntz Managing Partner	0.20% $204.0K	3.8K shares	Q3 2025 Held for 2 months	$102.7M
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	0.17% $1.3M	25.2K shares	Q3 2023 Held for 2y 2m	$784.0M
Horst & Graben Wealth Management LLC RIA/Wealth	Jamieson Logan Grabenhorst Founder	0.16% $1.0M	19.3K shares	Q3 2023 Held for 2y 2m	$640.1M
Investor's Fiduciary Advisor Network, LLC RIA/Wealth	Julie Ann Schatz Managing Partner	0.15% $412.3K	7.7K shares	Q4 2024 Held for 11 months	$276.8M
Sharkey, Howes & Javer RIA/Wealth	Karlton Dean Childress President	0.11% $860.2K	16.1K shares	Q3 2023 Held for 2y 2m	$757.0M
O ONE WEALTH CAPITAL MANAGEMENT, LLC RIA/Wealth	Jeremy Paul Dicker CEO	0.11% $229.4K	4.3K shares	Q4 2024 Held for 11 months	$218.4M
L LifePlan Investment Advisors, Inc. RIA/Wealth	Alex Paul Sutherland Owner	0.09% $206.3K	3.9K shares	Q2 2025 Held for 5 months	$236.3M
Keystone Financial Services RIA/Wealth	Joshua Paul Nelson CEO	0.06% $201.7K	3.8K shares	Q3 2025 Held for 2 months	$318.7M
MA Private Wealth RIA/Wealth	Martin Scott Miller Managing Partner	0.06% $341.2K	6.4K shares	Q4 2023 Held for 1y 11m	$594.7M

Hedge Fund Spotlight

Discover hedge funds investing in LCTD

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock World ex U.S. Carbon Transition Readiness

Market Value: $1.3M
Shares Held: 25.1K
Portfolio Weight: 0.00%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%