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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$48.7M +$1.06M +18,693 +2%
LPL Financial
2
LPL Financial
California
$14.1M +$882K +15,503 +6%
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$9.38M -$193K -3,392 -2%
JP Morgan Chase
4
JP Morgan Chase
New York
$6.85M -$37.8K -664 -0.5%
PAS
5
Park Avenue Securities
New York
$4.64M +$15.8K +278 +0.3%
FTUS
6
Flow Traders U.S.
New York
$3.64M -$2.07M -36,355 -36%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.43M +$17.9K +315 +0.5%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.24M -$294K -5,169 -11%
Citadel Advisors
9
Citadel Advisors
Florida
$2.04M -$446K -7,835 -18%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$1.83M +32,129 +1,409%
Cerity Partners
11
Cerity Partners
New York
$1.69M +$125K +2,201 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.68M +$308K +5,419 +22%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.58M -$31.8K -560 -2%
AIM
14
Archer Investment Management
Texas
$1.55M +$1.38M +24,203 +636%
Raymond James Financial
15
Raymond James Financial
Florida
$1.49M +$225K +3,948 +17%
SW
16
SoFi Wealth
California
$1.47M +$257K +4,515 +20%
AssetMark Inc
17
AssetMark Inc
California
$1.37M -$1.42K -25 -0.1%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$1.3M -$59K -1,038 -4%
AFC
19
Avise Financial Cooperative
California
$1.29M +$94.2K +1,656 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.27M -$664K -11,674 -34%
ASN
21
Advisory Services Network
Georgia
$1.16M +$1.2M +21,028 New
OWA
22
One Wealth Advisors
California
$1.05M -$21K -370 -2%
GM
23
GeoWealth Management
Illinois
$891K +$120K +2,115 +15%
HGWM
24
Horst & Graben Wealth Management
Oregon
$792K -$8.7K -153 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$771K +$5.12K +90 +0.6%