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iShares U.S. Carbon Transition Readiness Aware Active ETF

195 hedge funds and large institutions have $1.17B invested in iShares U.S. Carbon Transition Readiness Aware Active ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 54 increasing their positions, 97 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.71% less ownership

Funds ownership: 89.46%88.75% (-0.71%)

3% less funds holding

Funds holding: 202195 (-7)

8% less capital invested

Capital invested by funds: $1.27B → $1.17B (-$99.7M)

44% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 97

Holders
195
Holders Change
-7
Holders Change %
-3.47%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
54
Reduced
97
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$338M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$310M -$24M -326,401 -7%
LPL Financial
3
LPL Financial
California
$85.1M -$780K -10,612 -0.9%
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$59.2M -$7.44M -101,296 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$50.9M -$2.85M -38,739 -5%
PAS
6
Park Avenue Securities
New York
$30.4M -$2.8M -38,084 -8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$20.5M -$2.14M -29,075 -9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$17.8M -$1.04M -14,114 -5%
MML Investors Services
9
MML Investors Services
Massachusetts
$14.3M -$3.6M -49,059 -19%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$10.1M -$910K -12,389 -8%
OWA
11
One Wealth Advisors
California
$9.27M -$716K -9,748 -7%
SW
12
SoFi Wealth
California
$8.52M +$1.75M +23,873 +24%
AssetMark Inc
13
AssetMark Inc
California
$8.28M -$450K -6,131 -5%
AFC
14
Avise Financial Cooperative
California
$7.92M +$846K +11,510 +11%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$7.87M -$1.09M -14,883 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.7M +$384K +5,220 +6%
ASN
17
Advisory Services Network
Georgia
$5.81M +$145K +1,975 +2%
AIM
18
Archer Investment Management
Texas
$5.78M +$4.87M +66,352 +411%
HGWM
19
Horst & Graben Wealth Management
Oregon
$4.94M -$371K -5,055 -7%
OIA
20
OneDigital Investment Advisors
Kansas
$4.93M -$307K -4,180 -6%
GM
21
GeoWealth Management
Illinois
$4.82M -$381K -5,183 -7%
UCFA
22
United Capital Financial Advisors
Texas
$4.65M -$501K -6,814 -9%
EH
23
Equitable Holdings
New York
$4.56M -$496K -6,750 -10%
SA
24
Sanctuary Advisors
Indiana
$4.31M -$29.5K -401 -0.6%
IWC
25
Integrated Wealth Concepts
Massachusetts
$4.27M +$2.03M +27,582 +83%