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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
SWP
51
Sagespring Wealth Partners
Tennessee
$256K +$1.08K +19 +0.4%
RA
52
RFG Advisory
Alabama
$244K -$9.38K -165 -4%
OCA
53
OpenArc Corporate Advisory
Georgia
$237K +$244K +4,286 New
RIA
54
Regal Investment Advisors
Michigan
$230K +$237K +4,161 New
WIA
55
World Investment Advisors
California
$220K -$569 -10 -0.3%
EWA
56
EverSource Wealth Advisors
Alabama
$167K -$2.1K -37 -1%
CA
57
CoreCap Advisors
Michigan
$145K -$682 -12 -0.5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$141K +$145K +2,552 New
CPG
59
Cornerstone Planning Group
New Jersey
$118K +$115K +2,017 +8,770%
GFA
60
Godfrey Financial Associates
New York
$94.4K +$5.23K +92 +6%
CAL
61
Capital Analysts LLC
Pennsylvania
$94K +$57 +1 +0.1%
UBS Group
62
UBS Group
Switzerland
$80.3K -$7K -123 -8%
GWP
63
Gen-Wealth Partners
Michigan
$79.8K +$1.48K +26 +2%
ACA
64
Aptus Capital Advisors
Alabama
$77.2K -$6.88K -121 -8%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$65.9K
TPWA
66
Twin Peaks Wealth Advisors
California
$64.4K +$66.2K +1,164 New
HI
67
Harbour Investments
Wisconsin
$46.5K +$14.3K +251 +42%
RF
68
Rossby Financial
Florida
$46.1K +$19.3K +340 +71%
JWA
69
JFS Wealth Advisors
Pennsylvania
$42.1K -$2.05K -36 -5%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$41.1K +$42.3K +743 New
PWA
71
Physician Wealth Advisors
Utah
$23.6K +$20.1K +353 +477%
TFA
72
Transamerica Financial Advisors
Florida
$22.9K +$6.48K +114 +38%
EWM
73
Evolution Wealth Management
Florida
$21K
BlackRock
74
BlackRock
New York
$20K -$569 -10 -3%
ATPW
75
Ashton Thomas Private Wealth
Arizona
$19.2K +$19.7K +347 New