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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$47.2M -$18.2M -336,779 -28%
LPL Financial
2
LPL Financial
California
$13.1M -$3.47M -64,118 -21%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$9.46M -$3.74M -69,140 -29%
JP Morgan Chase
4
JP Morgan Chase
New York
$7.02M -$1.87M -34,583 -21%
FTUS
5
Flow Traders U.S.
New York
$5.58M +$1.12M +20,680 +25%
PAS
6
Park Avenue Securities
New York
$4.58M -$1.49M -27,467 -25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.38M -$1.16M -21,502 -26%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.49M -$545K -10,077 -18%
Citadel Advisors
9
Citadel Advisors
Florida
$2.44M +$1.06M +19,585 +78%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.89M -$401K -7,410 -18%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$1.59M -$352K -6,508 -18%
Cerity Partners
12
Cerity Partners
New York
$1.55M -$276K -5,100 -15%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.37M -$287K -5,307 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.37M -$90.8K -1,680 -6%
AssetMark Inc
15
AssetMark Inc
California
$1.35M -$398K -7,357 -23%
Raymond James Financial
16
Raymond James Financial
Florida
$1.26M +$797K +14,743 +177%
SW
17
SoFi Wealth
California
$1.2M +$202K +3,733 +20%
AFC
18
Avise Financial Cooperative
California
$1.19M +$1.18M +21,766 New
Jane Street
19
Jane Street
New York
$1.09M +$587K +10,856 +120%
OWA
20
One Wealth Advisors
California
$1.06M -$313K -5,794 -23%
Goldman Sachs
21
Goldman Sachs
New York
$928K -$453K -8,385 -33%
GM
22
GeoWealth Management
Illinois
$766K -$81K -1,497 -10%
HGWM
23
Horst & Graben Wealth Management
Oregon
$758K -$294K -5,438 -28%
Osaic Holdings
24
Osaic Holdings
Arizona
$757K -$208K -3,851 -22%
UCFA
25
United Capital Financial Advisors
Texas
$757K -$181K -3,338 -19%