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iShares World ex U.S. Carbon Transition Readiness Aware Active ETF

100 hedge funds and large institutions have $129M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 61 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

3% more funds holding

Funds holding: 97100 (+3)

6.56% less ownership

Funds ownership: 63.76%57.21% (-6.6%)

18% less capital invested

Capital invested by funds: $158M → $129M (-$29M)

72% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 61

Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
17
Reduced
61
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$744K -$13.5K -250 -2%
EH
27
Equitable Holdings
New York
$696K -$225K -4,167 -25%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$670K -$215K -3,976 -24%
SHJ
29
Sharkey, Howes & Javer
Colorado
$659K -$221K -4,087 -25%
SPIA
30
Steward Partners Investment Advisory
New York
$638K -$77.8K -1,439 -11%
SA
31
Sanctuary Advisors
Indiana
$612K -$156K -2,885 -20%
SWM
32
SigFig Wealth Management
California
$603K -$93.5K -1,729 -14%
PWM
33
Perigon Wealth Management
California
$602K +$28.3K +524 +5%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$599K -$63.7K -1,178 -10%
DWA
35
Davis Wealth Advisors
New Hampshire
$594K +$587K +10,862 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$542K -$102K -1,878 -16%
BCI
37
Brinker Capital Investments
Pennsylvania
$516K -$155K -2,867 -23%
AWM
38
AE Wealth Management
Kansas
$502K +$41.7K +772 +9%
MFG
39
Merit Financial Group
Georgia
$449K -$42.9K -793 -9%
NA
40
NewEdge Advisors
Louisiana
$410K +$13.9K +257 +4%
FFA
41
Farther Finance Advisors
California
$356K -$36.6K -677 -9%
MOS
42
MGO One Seven
Ohio
$350K -$122K -2,259 -26%
MPW
43
MA Private Wealth
California
$349K -$1.19K -22 -0.3%
HighTower Advisors
44
HighTower Advisors
Illinois
$347K -$6.65K -123 -2%
APW
45
Austin Private Wealth
Texas
$341K -$102K -1,878 -23%
ISFAN
46
Investor's Fiduciary Advisor Network
Washington
$340K -$81.7K -1,510 -20%
SCA
47
Snowden Capital Advisors
New York
$312K +$216 +4 +0.1%
KPWS
48
Kestra Private Wealth Services
Texas
$263K +$22.1K +408 +9%
SWP
49
Sagespring Wealth Partners
Tennessee
$252K -$74.6K -1,380 -23%
RA
50
RFG Advisory
Alabama
$250K -$88.3K -1,633 -26%