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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
BlackRock
76
BlackRock
New York
$20.3K -$6.22K -115 -24%
MIA
77
Milestone Investment Advisors
Wisconsin
$16.5K +$270 +5 +2%
TFA
78
Transamerica Financial Advisors
Florida
$16.4K +$1.95K +36 +14%
BFP
79
Birchwood Financial Partners
Minnesota
$15.9K +$15.7K +291 New
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$14.7K -$6.17K -114 -30%
Bank of America
81
Bank of America
North Carolina
$11K +$10.9K +202 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$8.96K -$2.33K -43 -21%
NB
83
NBT Bank
New York
$8.2K +$108 +2 +4%
CRI
84
Commonwealth Retirement Investments
Virginia
$7.49K +$7.41K +137 New
1NWS
85
1 North Wealth Services
Maryland
$7.11K
Wells Fargo
86
Wells Fargo
California
$5.52K -$6.49K -120 -54%
GSWM
87
Golden State Wealth Management
California
$5.41K
WP
88
WealthShield Partners
North Carolina
$5.19K -$1.41K -26 -21%
CP
89
Camelot Portfolios
Ohio
$4.87K +$4.81K +89 New
KG
90
Kilter Group
New York
$4.16K -$2K -37 -33%
PWA
91
Physician Wealth Advisors
Utah
$4.04K -$1.46K -27 -27%
HDIM
92
Hanson & Doremus Investment Management
Vermont
$4K
CFD
93
Creative Financial Designs
Indiana
$3.61K -$7.63K -141 -68%
MCM
94
MAI Capital Management
Ohio
$3.5K
IA
95
IFP Advisors
Florida
$1.91K +$54 +1 +3%
CPG
96
Cornerstone Planning Group
New Jersey
$1.32K +$1.24K +23 New
SAG
97
SageView Advisory Group
California
$930 +$919 +17 New
KCM
98
Key Capital Management
Tennessee
$765 +$757 +14 New
TAM
99
Tucker Asset Management
Colorado
$601 +$595 +11 New
AF
100
Allworth Financial
California
$137 -$54 -1 -25%