BlackRock U.S. Carbon Transition Readiness

LCTU • ARCA

BlackRock U.S. Carbon Transition Readiness is an exchange-traded fund on ARCA. As of Q3 2025, 169 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. ENVESTNET ASSET MANAGEMENT INC is the largest holder with a position valued at $351.1M.

Overview

Overview of institutional ownership in LCTU as of Q3 2025

All Institutions

Institutions: 169
Value Held: $1.2B
Shares Held: 16.8M
Avg Position: $7.2M
Median Position: $569.2K

Hedge Funds

Hedge Funds: 1
Value Held: $392.0K
Shares Held: 5.4K
Avg Position: $392.0K
Median Position: $392.0K

Biggest Investors

Institutions with the largest positions in LCTU 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	$351.1M 0.10% of portfolio	4.8M shares	Q2 2022 Held for 3y 5m	$341.99B
V Varma Mutual Pension Insurance Co Institution	-	$349.4M 2.66% of portfolio	4.8M shares	Q2 2021 Held for 4y 5m	$13.1B
L LPL Financial LLC Institution	-	$85.7M 0.03% of portfolio	1.2M shares	Q3 2022 Held for 3y 2m	$340.07B
Envestnet Portfolio Solutions, Inc. Long Only Manager	Christopher Russell Todd CEO	$69.2M 0.26% of portfolio	953.8K shares	Q3 2023 Held for 2y 2m	$26.8B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$56.9M 0.00% of portfolio	784.0K shares	Q4 2022 Held for 2y 11m	$1.56T
PARK AVENUE SECURITIES LLC RIA/Wealth	Marianne Grace Caswell President	$33.8M 0.29% of portfolio	465.9K shares	Q2 2022 Held for 3y 5m	$11.7B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$23.5M 0.03% of portfolio	323.9K shares	Q2 2022 Held for 3y 5m	$85.4B
CWM, LLC RIA/Wealth	George Burton White CEO	$20.5M 0.07% of portfolio	282.3K shares	Q2 2022 Held for 3y 5m	$31.5B
MML INVESTORS SERVICES, LLC RIA/Wealth	Vaughn Charles Bowman CEO	$16.8M 0.05% of portfolio	231.2K shares	Q2 2022 Held for 3y 5m	$36.7B
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	$10.9M 1.39% of portfolio	150.0K shares	Q2 2022 Held for 3y 5m	$784.0M

Net Capital Flow

Institutional buying and selling activity for LCTU in Q3 2025

Traded: −$97.5M
Buyers: 76
Sellers: 89
Total Bought: +$40.2M
Total Sold: −$137.7M
Avg Position: $6.6M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$10.4M +143.3K shares	$56.9M 784.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$8.8M +120.6K shares	$9.1M 125.4K shares
L LPL Financial LLC Institution	+$5.0M +69.5K shares	$85.7M 1.2M shares
Janney Montgomery Scott LLC RIA/Wealth	+$2.4M +32.8K shares	$10.5M 144.7K shares
SOFI WEALTH, LLC RIA/Wealth	+$1.6M +22.4K shares	$5.7M 78.7K shares
Cetera Investment Advisers RIA/Wealth	+$1.5M +20.2K shares	$23.5M 323.9K shares
Bank of New York Mellon Corp Institution	+$876.0K +12.1K shares	$3.5M 48.4K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$875.1K +12.1K shares	$1.5M 21.1K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	+$787.1K +10.8K shares	$33.8M 465.9K shares
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth	+$652.6K +9.0K shares	$1.3M 18.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$120.1M −1.8M shares	Sold Off 0 shares
Envestnet Portfolio Solutions, Inc. Long Only Manager	−$4.3M −59.3K shares	$69.2M 953.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	−$2.1M −28.5K shares	$16.8M 231.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.5M −21.2K shares	$351.1M 4.8M shares
Miracle Mile Advisors, LLC RIA/Wealth	−$1.2M −18.1K shares	Sold Off 0 shares
CWM, LLC RIA/Wealth	−$1.1M −15.7K shares	$20.5M 282.3K shares
Simplicity Wealth,LLC RIA/Wealth	−$549.6K −8.2K shares	Sold Off 0 shares
Armis Advisers, LLC RIA/Wealth	−$542.8K −8.1K shares	Sold Off 0 shares
W Wealth Alliance Institution	−$484.9K −6.7K shares	$1.7M 23.2K shares
A Advisor Group Holdings, Inc. Institution	−$429.8K −6.0K shares	$5.5M 76.3K shares

Entry and Exit Activity

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

New Positions: 9
New Value: $2.0M
Exited Positions: 17
Exited Value: $124.4M

New Positions

Institution	Position Value
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$392.0K 5.4K shares
B BANK OF HAWAII Institution	$288.4K 4.0K shares
Signal Advisors Wealth, LLC RIA/Wealth	$278.8K 3.8K shares
Rockefeller Capital Management L.P. Long Only Manager	$254.5K 3.5K shares
Traveka Wealth, LLC RIA/Wealth	$242.5K 3.3K shares
F Fairvoy Private Wealth, LLC RIA/Wealth	$208.1K 2.9K shares
KELLY FINANCIAL GROUP LLC RIA/Wealth	$205.1K 2.8K shares
Transamerica Financial Advisors, Inc. Institution	$78.5K 1.1K shares
Strategic Wealth Partners, Ltd. RIA/Wealth	$5.8K 81.0 shares

Exited Positions

Institution	Previous Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$120.1M 1.8M shares
Miracle Mile Advisors, LLC RIA/Wealth	$1.2M 18.1K shares
Simplicity Wealth,LLC RIA/Wealth	$549.6K 8.2K shares
Armis Advisers, LLC RIA/Wealth	$542.8K 8.1K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$389.0K 5.8K shares
ABSOLUTE INVESTMENT MANAGEMENT LLC RIA/Wealth	$350.6K 5.2K shares
Black Diamond Financial, LLC RIA/Wealth	$270.4K 4.0K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$228.6K 3.4K shares
BridgePort Financial Solutions, LLC RIA/Wealth	$227.9K 3.4K shares
FIRST TRUST ADVISORS LP ETF Provider	$217.3K 3.2K shares

Options Activity

Institutions with the largest Call and Put options positions in LCTU 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 LCTU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
V Varma Mutual Pension Insurance Co Institution	-	2.66% $349.4M	4.8M shares	Q2 2021 Held for 4y 5m	$13.1B
One Wealth Advisors, LLC RIA/Wealth	David Gerald Steele CEO	1.39% $10.9M	150.0K shares	Q2 2022 Held for 3y 5m	$784.0M
Oregon Pacific Wealth Management, LLC RIA/Wealth	Justin Chandler Kuntz Managing Partner	0.93% $955.4K	13.2K shares	Q4 2024 Held for 11 months	$102.7M
Investor's Fiduciary Advisor Network, LLC RIA/Wealth	Julie Ann Schatz Managing Partner	0.85% $2.3M	32.2K shares	Q4 2024 Held for 11 months	$276.8M
Horst & Graben Wealth Management LLC RIA/Wealth	Jamieson Logan Grabenhorst Founder	0.81% $5.2M	71.8K shares	Q2 2022 Held for 3y 5m	$640.1M
O ONE WEALTH CAPITAL MANAGEMENT, LLC RIA/Wealth	Jeremy Paul Dicker CEO	0.64% $1.4M	19.2K shares	Q4 2024 Held for 11 months	$218.4M
Sharkey, Howes & Javer RIA/Wealth	Karlton Dean Childress President	0.60% $4.5M	62.6K shares	Q2 2022 Held for 3y 5m	$757.0M
WEALTHGARDEN F.S. LLC Private Equity	Jason Frederick Young CFO	0.57% $757.9K	10.3K shares	Q2 2024 Held for 1y 5m	$132.1M
L LifePlan Investment Advisors, Inc. RIA/Wealth	Alex Paul Sutherland Owner	0.48% $1.1M	15.5K shares	Q2 2023 Held for 2y 5m	$236.3M
Copperleaf Capital, LLC RIA/Wealth	Ryan Gary Peterson President	0.44% $875.8K	12.1K shares	Q1 2023 Held for 2y 8m	$200.3M

Hedge Fund Spotlight

Discover hedge funds investing in LCTU

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in BlackRock U.S. Carbon Transition Readiness

Market Value: $392.0K
Shares Held: 5.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$4.1B	2.62%
2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%