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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
CIA
51
Concurrent Investment Advisors
Florida
$231K +$228K +4,224 New
LIA
52
LifePlan Investment Advisors
North Carolina
$226K +$14.5K +269 +7%
WIA
53
World Investment Advisors
California
$218K -$52.3K -968 -20%
IWC
54
Integrated Wealth Concepts
Massachusetts
$215K -$230K -4,260 -52%
AIM
55
Archer Investment Management
Texas
$208K +$206K +3,805 New
KFSC
56
Keystone Financial Services (Colorado)
Colorado
$204K -$3.19K -59 -2%
EWA
57
EverSource Wealth Advisors
Alabama
$167K -$52.9K -978 -24%
Morgan Stanley
58
Morgan Stanley
New York
$157K -$83.5K -1,545 -35%
CA
59
CoreCap Advisors
Michigan
$142K +$14.7K +271 +12%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$125K -$909K -16,801 -88%
CAL
61
Capital Analysts LLC
Pennsylvania
$93K -$32.9K -609 -26%
GFA
62
Godfrey Financial Associates
New York
$88.3K +$87.4K +1,616 New
UBS Group
63
UBS Group
Switzerland
$86.1K -$2.22K -41 -3%
ACA
64
Aptus Capital Advisors
Alabama
$83K -$4.54K -84 -5%
GWP
65
Gen-Wealth Partners
Michigan
$77.5K -$24.9K -460 -25%
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$65.2K
JWA
67
JFS Wealth Advisors
Pennsylvania
$43.6K -$16.1K -297 -27%
Comerica Bank
68
Comerica Bank
Texas
$41.4K -$19.8K -366 -33%
CIBC Private Wealth Group
69
CIBC Private Wealth Group
Georgia
$35.3K +$34.9K +645 New
GRP
70
Global Retirement Partners
California
$33.3K -$6.17K -114 -16%
HI
71
Harbour Investments
Wisconsin
$32.3K -$25K -462 -44%
Bessemer Group
72
Bessemer Group
New Jersey
$30K +$30K +554 New
RF
73
Rossby Financial
Florida
$26.2K
FHA
74
Flagship Harbor Advisors
Massachusetts
$20.9K +$20.7K +382 New
EWM
75
Evolution Wealth Management
Florida
$20.7K +$8.06K +149 +65%