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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
Cerity Partners
26
Cerity Partners
New York
$4.26M +$2.12M +28,801 +90%
SHJ
27
Sharkey, Howes & Javer
Colorado
$3.99M -$456K -6,211 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.92M -$574K -7,806 -12%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$3.86M -$169K -2,305 -4%
PWM
30
Perigon Wealth Management
California
$3.75M -$27.5K -374 -0.7%
MFG
31
Merit Financial Group
Georgia
$3.72M +$644K +8,771 +20%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.7M +$3.06M +41,656 +378%
SPIA
33
Steward Partners Investment Advisory
New York
$3.69M +$25.5K +347 +0.7%
SWM
34
SigFig Wealth Management
California
$3.3M -$302K -4,114 -8%
BCI
35
Brinker Capital Investments
Pennsylvania
$3.29M -$266K -3,622 -7%
MOS
36
MGO One Seven
Ohio
$3.16M +$296K +4,030 +10%
DWA
37
Davis Wealth Advisors
New Hampshire
$3.11M -$220K -2,989 -6%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$2.85M -$328K -4,469 -10%
NA
39
NewEdge Advisors
Louisiana
$2.84M +$317K +4,314 +12%
GS
40
GTS Securities
New York
$2.62M +$2.75M +37,400 New
Osaic Holdings
41
Osaic Holdings
Arizona
$2.46M -$487K -6,635 -16%
ISFAN
42
Investor's Fiduciary Advisor Network
Washington
$2.17M -$148K -2,013 -6%
FFA
43
Farther Finance Advisors
California
$2.14M +$254K +3,454 +13%
GWP
44
Gateway Wealth Partners
Wisconsin
$2.09M +$1.47M +20,030 +204%
MPW
45
MA Private Wealth
California
$2.04M
WIA
46
World Investment Advisors
California
$1.99M -$131K -1,783 -6%
CIA
47
Concurrent Investment Advisors
Florida
$1.88M +$470K +6,391 +31%
RA
48
RFG Advisory
Alabama
$1.68M -$194K -2,646 -10%
ACA
49
Aptus Capital Advisors
Alabama
$1.66M -$51.6K -702 -3%
OCA
50
OpenArc Corporate Advisory
Georgia
$1.62M +$517K +7,041 +44%