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

96 hedge funds and large institutions have $132M invested in iShares World ex U.S. Carbon Transition Readiness Aware Active ETF in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more capital invested

Capital invested by funds: $129M → $132M (+$2.69M)

0.62% more ownership

Funds ownership: 57.21%57.83% (+0.62%)

4% less funds holding

Funds holding: 10096 (-4)

15% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 40

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$759K +$6.65K +117 +0.9%
UCFA
27
United Capital Financial Advisors
Texas
$744K -$22.1K -388 -3%
EH
28
Equitable Holdings
New York
$660K -$38.1K -670 -5%
SHJ
29
Sharkey, Howes & Javer
Colorado
$652K -$15.1K -265 -2%
SPIA
30
Steward Partners Investment Advisory
New York
$650K +$4.15K +73 +0.6%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$627K -$52K -914 -7%
PWM
32
Perigon Wealth Management
California
$617K +$7.85K +138 +1%
MFG
33
Merit Financial Group
Georgia
$603K +$153K +2,693 +33%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$598K -$8.59K -151 -1%
DWA
35
Davis Wealth Advisors
New Hampshire
$575K -$26.6K -468 -4%
SA
36
Sanctuary Advisors
Indiana
$570K -$50.4K -886 -8%
BCI
37
Brinker Capital Investments
Pennsylvania
$515K -$6.88K -121 -1%
SWM
38
SigFig Wealth Management
California
$509K -$103K -1,816 -16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$499K -$50.5K -888 -9%
AWM
40
AE Wealth Management
Kansas
$494K -$14K -247 -3%
NA
41
NewEdge Advisors
Louisiana
$412K -$3.41K -60 -0.8%
FFA
42
Farther Finance Advisors
California
$388K +$22.9K +403 +6%
IWC
43
Integrated Wealth Concepts
Massachusetts
$385K +$173K +3,036 +77%
MOS
44
MGO One Seven
Ohio
$370K +$16.1K +283 +4%
MPW
45
MA Private Wealth
California
$353K
GWP
46
Gateway Wealth Partners
Wisconsin
$343K +$353K +6,201 New
HighTower Advisors
47
HighTower Advisors
Illinois
$340K -$11.1K -195 -3%
ISFAN
48
Investor's Fiduciary Advisor Network
Washington
$336K -$7.62K -134 -2%
CIA
49
Concurrent Investment Advisors
Florida
$284K +$52.3K +919 +22%
SCA
50
Snowden Capital Advisors
New York
$277K -$40K -703 -12%